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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
1
Parnassus Investments
California
$202M
2
BlackRock
2
BlackRock
New York
$2.53B
3
Morgan Stanley
3
Morgan Stanley
New York
$917M
4
Brown Advisory
4
Brown Advisory
Maryland
$165M
5
PRO
5
Pensioenfonds Rail & OV
Netherlands
$73.9M

Top Sellers

1
Viking Global Investors
1
Viking Global Investors
Connecticut
$0
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$310M
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$71.2M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$13.8M
5
Capital Research Global Investors
5
Capital Research Global Investors
California
$451M
Name Holding Trade Value Shares
Change 		Shares
Change %
QI
1126
Qtron Investments
Massachusetts
– -$237K -3,076 Closed
MPI
1127
Mairs & Power Inc
Minnesota
– -$230K -2,984 Closed
CPA
1128
Capital Planning Advisors
California
– -$228K -2,969 Closed
HTC
1129
Haverford Trust Company
Pennsylvania
– -$228K -2,963 Closed
APP
1130
Avantax Planning Partners
Iowa
– -$223K -2,894 Closed
DTC
1131
Davidson Trust Company
Washington
– -$219K -2,850 Closed
RIA
1132
Richwood Investment Advisors
Ohio
– -$217K -2,814 Closed
NIM
1133
Northeast Investment Management
Massachusetts
– -$216K -2,806 Closed
BCM
1134
Brookstone Capital Management
Illinois
– -$213K -2,784 Closed
CFAM
1135
Center For Asset Management
Florida
– -$212K -2,754 Closed
AWM
1136
Aevitas Wealth Management
Massachusetts
– -$209K -2,720 Closed
IAA
1137
Independent Advisor Alliance
North Carolina
– -$208K -2,700 Closed
PGCM
1138
Prescott Group Capital Management
Oklahoma
– -$208K -2,700 Closed
CWM
1139
Congress Wealth Management
Massachusetts
– -$207K -2,691 Closed
CCM
1140
Cullen Capital Management
New York
– -$204K -2,646 Closed
ABC
1141
Associated Banc-Corp
Wisconsin
– -$204K -2,640 Closed
CCB
1142
Cutter & Co Brokerage
Missouri
– -$203K -2,639 Closed
B
1143
Bellecapital
Switzerland
– -$202K -2,624 Closed
Rafferty Asset Management
1144
Rafferty Asset Management
New York
– -$202K -2,620 Closed
WIC
1145
Woodmont Investment Counsel
Tennessee
– -$201K -2,612 Closed
LIM
1146
Leavell Investment Management
Alabama
– -$201K -2,612 Closed
M
1147
Mirova
France
– -$191K -2,490 Closed
T
1148
TCWP
Ohio
– -$123K -1,600 Closed
Parallax Volatility Advisers
1149
Parallax Volatility Advisers
California
– -$85K -1,111 Closed
AG
1150
AIA Group
Hong Kong
– -$76K -986 Closed
43 44 45
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