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Otis Worldwide
OTIS

Overview Fund Activity

1,140 hedge funds and large institutions have $27B invested in Otis Worldwide in 2022 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 337 increasing their positions, 501 reducing their positions, and 116 closing their positions.

Holders
1,140
Holders Change
-48
Holders Change %
-4.04%
% of All Funds
18.04%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.14%
New
84
Increased
337
Reduced
501
Closed
116
Calls
$52.5M
Puts
$38.9M
Net Calls
+$13.6M
Net Calls Change
-$81.3M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$887M
2
Viking Global Investors
2
Viking Global Investors
Connecticut
$272M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$325M
4
Goldman Sachs
4
Goldman Sachs
New York
$266M
5
LFRG
5
Lazard Frères Gestion
France
$99.8M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$464M
2
BlackRock
2
BlackRock
New York
$2.61B
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$309M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$17.8M
5
SCM
5
Suvretta Capital Management
New York
$99.8M
Name Market Value Shares Shares
Change 		Shares
Change %
LF
1126
Lee Financial
Texas
$1K 9 +9 New
SFG
1127
Steward Financial Group
Texas
$1K 24 +12 +100%
GKIM
1128
GW&K Investment Management
Massachusetts
$1K 19 +19 New
BIM
1129
Baldwin Investment Management
Pennsylvania
$541 7,028 -1,000 -12%
MGIM
1130
M&G Investment Management
United Kingdom
$245 3,178 -27 -0.8%
LWMNY
1131
Landmark Wealth Management (New York)
New York
$214 214 +214 New
WIM
1132
Westside Investment Management
California
$15 196 – –
CCMG
1133
Clark Capital Management Group
Pennsylvania
– – -411,688 Closed
Marshall Wace
1134
Marshall Wace
United Kingdom
– – -366,725 Closed
VMPIC
1135
Varma Mutual Pension Insurance Co
Finland
– – -170,000 Closed
SAM
1136
Scopus Asset Management
New York
– – -151,411 Closed
CC
1137
Cartenna Capital
Connecticut
– – -125,000 Closed
LIP
1138
Lighthouse Investment Partners
Florida
– – -91,557 Closed
FIS
1139
Fundsmith Investment Services
Mauritius
– – -87,908 Closed
JG
1140
Jefferies Group
New York
– – -43,874 Closed
ARI
1141
Applied Research Investments
Delaware
– – -29,615 Closed
FIM
1142
Freedom Investment Management
Connecticut
– – -28,073 Closed
AIM
1143
Aigen Investment Management
New York
– – -26,900 Closed
BCM
1144
Bayesian Capital Management
New York
– – -26,851 Closed
PRC
1145
Pearl River Capital
Michigan
– – -25,229 Closed
DP
1146
Dearborn Partners
Illinois
– – -21,349 Closed
ESCM
1147
Echo Street Capital Management
New York
– – -19,343 Closed
ECM
1148
Exchange Capital Management
Michigan
– – -16,122 Closed
CA
1149
Capitolis Advisors
New York
– – -16,051 Closed
GTCM
1150
Gyon Technologies Capital Management
New Jersey
– – -14,363 Closed
44 45
46
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