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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
$2.53B
3
Morgan Stanley
Morgan Stanley
New York
$917M
4
Brown Advisory
Brown Advisory
Maryland
$165M
5
PRO
Pensioenfonds Rail & OV
Netherlands
$73.9M

Top Sellers

1
Viking Global Investors
Viking Global Investors
Connecticut
$0
2
Fidelity Investments
Fidelity Investments
Massachusetts
$310M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
$71.2M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
$13.8M
5
Capital Research Global Investors
Capital Research Global Investors
California
$451M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
801
Calamos Wealth Management
Illinois
$203K -$11.2K -158 -5%
TA
802
Tiedemann Advisors
New York
$202K – – –
PCM
803
Prelude Capital Management
New York
$202K +$202K +2,864 New
GWM
804
Geneos Wealth Management
Colorado
$200K -$2.51K -35 -1%
IFWM
805
Institute for Wealth Management
Colorado
$200K -$1.41K -20 -0.7%
QCG
806
Quadrant Capital Group
Ohio
$200K +$212 +3 +0.1%
AIM
807
Anchor Investment Management
South Carolina
$189K -$2.62K -37 -1%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
808
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$187K -$7.41M -104,896 -98%
ATC
809
Adirondack Trust Company
New York
$187K -$4.96K -70 -3%
Capstone Investment Advisors
810
Capstone Investment Advisors
New York
$183K -$128K -1,804 -41%
COCM
811
Charter Oak Capital Management
New Hampshire
$180K -$2.47K -35 -1%
ADL
812
Asset Dedication LLC
California
$177K -$4.35K -61 -2%
PG
813
Proffitt & Goodson
Tennessee
$172K -$7.79K -110 -4%
RMC
814
Resources Management Corp
Connecticut
$171K -$56.4K -800 -25%
PFS
815
Prospera Financial Services
Texas
$171K -$5.51K -78 -3%
AF
816
Arrow Financial
New York
$171K – – –
LCM
817
Logan Capital Management
Pennsylvania
$170K -$2.48K -35 -1%
CI
818
CX Institutional
Indiana
$167K -$24.7K -348 -13%
OIA
819
Optimum Investment Advisors
Illinois
$164K – – –
CHA
820
Carmichael Hill & Associates
Maryland
$163K – – –
CCMW
821
Cypress Capital Management (Wyoming)
Wyoming
$161K -$31.8K -450 -16%
AF
822
Allworth Financial
California
$161K +$11K +155 +7%
LS
823
Livforsakringsbolaget Skandia
Sweden
$159K -$183K -2,600 -54%
BSB
824
Bangor Savings Bank
Maine
$158K +$158K +2,230 New
TWI
825
Thomas White International
Illinois
$153K – – –
31 32
33
34 35