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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 %
PAG
1151
Paladin Advisory Group
Iowa
– -$74K -971 Closed
BFC
1152
Bedel Financial Consulting
Indiana
– -$71K -927 Closed
PP
1153
Paloma Partners
Connecticut
– -$71K -925 Closed
HA
1154
Herold Advisors
New York
– -$61.6K -801 Closed
FFA
1155
Freedman Financial Associates
Massachusetts
– -$51K -664 Closed
AS
1156
Altshuler Shaham
Israel
– -$40K -514 Closed
Koshinski Asset Management
1157
Koshinski Asset Management
Illinois
– -$27.8K -361 Closed
HWA
1158
Heritage Wealth Advisors
Virginia
– -$27K -350 Closed
NIM
1159
NuWave Investment Management
New Jersey
– -$26K -332 Closed
GAM
1160
Gemmer Asset Management
California
– -$23K -311 Closed
CAGAS
1161
Capital Advisory Group Advisory Services
Minnesota
– -$18K -231 Closed
SLWA
1162
San Luis Wealth Advisors
California
– -$19K -220 Closed
LWMNY
1163
Landmark Wealth Management (New York)
New York
– -$214 -214 Closed
FAG
1164
Fortitude Advisory Group
Washington
– -$15K -203 Closed
MFA
1165
McClarren Financial Advisors
Pennsylvania
– -$11K -154 Closed
TFO
1166
Tarbox Family Office
California
– -$10K -130 Closed
SIAP
1167
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
– -$8K -100 Closed
RBC
1168
Roble Belko & Company
Pennsylvania
– -$5K -64 Closed
CI
1169
Cordant Inc
Oregon
– -$3K -43 Closed
AIM
1170
Arcadia Investment Management
Michigan
– -$3K -37 Closed
PCA
1171
Providence Capital Advisors
North Carolina
– -$2K -29 Closed
TCM
1172
Tradewinds Capital Management
Washington
– -$2K -25 Closed
TLCM
1173
Twin Lakes Capital Management
California
– -$2K -22 Closed
HNWAG
1174
High Net Worth Advisory Group
Florida
– -$1K -12 Closed
LF
1175
Lee Financial
Texas
– -$1K -9 Closed
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