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Otis Worldwide
OTIS

Overview Fund Activity

1,082 hedge funds and large institutions have $24.9B invested in Otis Worldwide in 2022 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 366 increasing their positions, 449 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,082
Holders Change
-58
Holders Change %
-5.09%
% of All Funds
18.3%
Holding in Top 10
13
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+44.44%
% of All Funds
0.22%
New
62
Increased
366
Reduced
449
Closed
102
Calls
$223M
Puts
$398M
Net Calls
-$175M
Net Calls Change
-$189M

Top Buyers

1
Parnassus Investments
Parnassus Investments
California
+$202M
2
BlackRock
BlackRock
New York
+$134M
3
Morgan Stanley
Morgan Stanley
New York
+$102M
4
Brown Advisory
Brown Advisory
Maryland
+$92.1M
5
PRO
Pensioenfonds Rail & OV
Netherlands
+$73.9M

Top Sellers

1
Viking Global Investors
Viking Global Investors
Connecticut
-$272M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$116M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$67.7M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$62.6M
5
Capital Research Global Investors
Capital Research Global Investors
California
-$53.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWAM
751
Boyd Watterson Asset Management
Ohio
$229K -$64.1K -907 -22%
OAM
752
Oppenheimer Asset Management
New York
$229K +$4.39K +62 +2%
JMFC
753
J.M. Forbes & Co
Massachusetts
$228K -$1.2K -17 -0.5%
SNB
754
Security National Bank
Nebraska
$228K – – –
LWCFA
755
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$227K -$6.44K -91 -3%
IFAM
756
Institutional & Family Asset Management
Colorado
$226K -$565 -8 -0.2%
JAFL
757
Jay A. Fishman Ltd
Michigan
$226K -$3.53K -50 -2%
RCA
758
Resonant Capital Advisors
Wisconsin
$224K +$8.62K +122 +4%
NF
759
NTB Financial
Colorado
$223K -$3.88K -55 -2%
MMPW
760
Mitchell McLeod Pugh & Williams
Alabama
$223K – – –
SWMP
761
Signature Wealth Management Partners
New Jersey
$223K – – –
SG
762
StoneX Group
New York
$221K +$221K +3,121 New
MC
763
Machina Capital
France
$220K -$99.4K -1,404 -31%
LWAC
764
Laurel Wealth Advisors (California)
California
$220K +$33.4K +471 +18%
ZCM
765
Ziegler Capital Management
Illinois
$220K +$220K +3,108 New
BEAM
766
Baker Ellis Asset Management
Washington
$218K -$3.53K -50 -2%
OWP
767
Obermeyer Wealth Partners
Colorado
$218K – – –
PTCG
768
Pring Turner Capital Group
California
$217K -$318K -4,500 -59%
DWA
769
Douglass Winthrop Advisors
New York
$217K -$48.3K -684 -18%
LCM
770
LCM Capital Management
Illinois
$217K -$848 -12 -0.4%
KTC
771
Kistler-Tiffany Companies
Pennsylvania
$217K +$71 +1 +0%
JLBC
772
J.L. Bainbridge & Co
Florida
$217K +$849 +12 +0.4%
HW
773
Hancock Whitney
Mississippi
$216K +$425 +6 +0.2%
LWANC
774
Laurel Wealth Advisors (North Carolina)
North Carolina
$215K -$2.47K -35 -1%
ESB
775
Essex Savings Bank
Connecticut
$213K -$706 -10 -0.3%
29 30
31
32 33