Otis Worldwide
OTIS
1,086 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, 452 reducing their positions, and 102 closing their positions.
44% more funds holding in top 10
Funds holding in top 10: 9 → 13 (+4)
0.89% more ownership
Funds ownership: 82.58% → 83.47% (+0.89%)
5% less funds holding
Funds holding: 1,144 → 1,086 (-58)
8% less capital invested
Capital invested by funds: $27B → $24.9B (-$2.11B)
19% less repeat investments, than reductions
Existing positions increased: 366 | Existing positions reduced: 452
39% less first-time investments, than exits
New positions opened: 62 | Existing positions closed: 102
44% less call options, than puts
Call options by funds: $223M | Put options by funds: $398M
Top Buyers
| 1 |
Parnassus Investments
San Francisco,
California
|
+$211M |
| 2 |
BlackRock
New York
|
+$140M |
| 3 |
Morgan Stanley
New York
|
+$107M |
| 4 |
Brown Advisory
Baltimore,
Maryland
|
+$96M |
| 5 |
PRO
Pensioenfonds Rail & OV
Utrecht,
Netherlands
|
+$77M |
Top Sellers
OTIS Hedge Fund Activity: Q2 2022 in Review
1,086 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Otis Worldwide (OTIS) for Q2 2022, worth a combined $24.9B — down 7.8% from $27B a quarter earlier.
Sellers outnumbered buyers: 102 funds closed out of OTIS and 62 opened new positions — a net loss of 40 holders — while 452 trimmed existing stakes and 366 added.
The largest buyer was Parnassus Investments, opening a new position worth an estimated $211M. The largest seller was Viking Global Investors, exiting entirely with an estimated $272M sold.
- 1,086 institutional investors held Otis Worldwide (OTIS) as of Q2 2022, down from 1,144 in Q1 2022.
- Funds reported $24.9B of Otis Worldwide stock for Q2 2022, down 7.8% quarter-over-quarter.
- 62 funds opened new Otis Worldwide positions in Q2 2022 and 102 closed out, a net change of -40 holders.
- The largest Otis Worldwide buyer in Q2 2022 was Parnassus Investments, an estimated $211M added.
- The largest Otis Worldwide seller in Q2 2022 was Viking Global Investors, an estimated $272M sold.
Based on aggregated 13F filings for Q2 2022.