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Otis Worldwide
OTIS

Overview Fund Activity

1,131 hedge funds and large institutions have $29B invested in Otis Worldwide in 2021 Q2 according to their latest regulatory filings, with 115 funds opening new positions, 332 increasing their positions, 478 reducing their positions, and 95 closing their positions.

Holders
1,131
Holders Change
+8
Holders Change %
+0.71%
% of All Funds
19.75%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.26%
New
115
Increased
332
Reduced
478
Closed
95
Calls
$83M
Puts
$65.7M
Net Calls
+$17.3M
Net Calls Change
-$328K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$980M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$338M
3
Goldman Sachs
3
Goldman Sachs
New York
$253M
4
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$229M
5
EC
5
Eminence Capital
New York
$96.7M

Top Sellers

1
State Street
1
State Street
Massachusetts
$1.31B
2
Viking Global Investors
2
Viking Global Investors
Connecticut
$0
3
CS
3
Credit Suisse
Switzerland
$164M
4
HSBC Holdings
4
HSBC Holdings
United Kingdom
$42.1M
5
OAC
5
OMERS Administration Corp
Ontario, Canada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Toronto Dominion Bank
101
Toronto Dominion Bank
Ontario, Canada
$41.5M 507,154 -381,461 -43%
APG Asset Management
102
APG Asset Management
Netherlands
$40.2M 582,740 -11,948 -2%
UBS Group
103
UBS Group
Switzerland
$37.9M 463,765 -169,481 -27%
TIM
104
Thornburg Investment Management
New Mexico
$37.4M 457,110 +457,110 New
BPCE
105
Bank Pictet & Cie (Europe)
Germany
$37.1M 453,592 +372,072 +456%
New York State Teachers Retirement System (NYSTRS)
106
New York State Teachers Retirement System (NYSTRS)
New York
$36.9M 451,406 -22,528 -5%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
107
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$36M 440,461 -734,800 -63%
Public Sector Pension Investment Board (PSP Investments)
108
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$32.4M 396,237 +24,660 +7%
Thrivent Financial for Lutherans
109
Thrivent Financial for Lutherans
Minnesota
$31.9M 389,827 +2,805 +0.7%
Ameriprise
110
Ameriprise
Minnesota
$29.9M 365,735 +3,788 +1%
Voloridge Investment Management
111
Voloridge Investment Management
Florida
$29.9M 365,459 +142,327 +64%
Amundi
112
Amundi
France
$29.8M 364,550 +364,550 New
VNIM
113
Vaughan Nelson Investment Management
Texas
$29M 354,330 -16,057 -4%
LPU
114
Lansdowne Partners (UK)
United Kingdom
$28.9M 353,668 -12,010 -3%
Victory Capital Management
115
Victory Capital Management
Texas
$28.9M 353,626 -4,821 -1%
Citigroup
116
Citigroup
New York
$28.4M 347,900 -44,198 -11%
MSR
117
Main Street Research
Connecticut
$28.3M 346,073 +14,984 +5%
WF
118
Welch & Forbes
Massachusetts
$28.3M 345,519 -6,093 -2%
NLGIA
119
Nippon Life Global Investors Americas
New York
$27.4M 335,300 +5,720 +2%
Canada Life
120
Canada Life
Manitoba, Canada
$26.6M 325,845 -12,877 -4%
Point72 Asset Management
121
Point72 Asset Management
Connecticut
$25.9M 316,839 -878,630 -73%
PI
122
PineBridge Investments
New York
$25.8M 315,144 -4,970 -2%
CWM
123
Connecticut Wealth Management
Connecticut
$25.6M 312,961 -761 -0.2%
CCMG
124
Clark Capital Management Group
Pennsylvania
$25.5M 312,324 +7,791 +3%
SM
125
Sunriver Management
Connecticut
$24.1M 295,148 -293,304 -50%
3 4
5
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