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Otis Worldwide
OTIS

Overview Fund Activity

1,188 hedge funds and large institutions have $30.7B invested in Otis Worldwide in 2021 Q4 according to their latest regulatory filings, with 158 funds opening new positions, 355 increasing their positions, 473 reducing their positions, and 87 closing their positions.

Holders
1,188
Holders Change
+53
Holders Change %
+4.67%
% of All Funds
18.35%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.19%
New
158
Increased
355
Reduced
473
Closed
87
Calls
$123M
Puts
$28.4M
Net Calls
+$94.9M
Net Calls Change
+$10.8M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$404M
2
Lazard Asset Management
2
Lazard Asset Management
New York
$254M
3
Ameriprise
3
Ameriprise
Minnesota
$131M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$327M
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$701M

Top Sellers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$55.5M
2
AIM
2
Alphinity Investment Management
Australia
$14.5M
3
LFRG
3
Lazard Frères Gestion
France
$0
4
AC
4
AKO Capital
United Kingdom
$324M
5
Artisan Partners
5
Artisan Partners
Wisconsin
$93.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
BPCE
101
Bank Pictet & Cie (Europe)
Germany
$41M +$416K +4,773 +1%
CS
102
Candriam SCA
Luxembourg
$40.8M +$8.42M +96,737 +26%
New York State Teachers Retirement System (NYSTRS)
103
New York State Teachers Retirement System (NYSTRS)
New York
$40.7M +$2.16M +24,776 +6%
HSBC Holdings
104
HSBC Holdings
United Kingdom
$39.8M -$1.83M -21,052 -4%
CCMG
105
Clark Capital Management Group
Pennsylvania
$35.8M +$7.74M +88,887 +28%
FMI
106
Factory Mutual Insurance
Massachusetts
$33.4M -$7.54M -93,100 -18%
Victory Capital Management
107
Victory Capital Management
Texas
$33.4M +$1.36M +15,605 +4%
Canada Pension Plan Investment Board
108
Canada Pension Plan Investment Board
Ontario, Canada
$33.3M -$7.12M -81,829 -18%
MSR
109
Main Street Research
Connecticut
$32.2M +$1.55M +17,798 +5%
APG Asset Management
110
APG Asset Management
Netherlands
$32.1M -$4.78M -62,446 -13%
Marshall Wace
111
Marshall Wace
United Kingdom
$31.9M +$31.9M +366,725 New
Canada Life
112
Canada Life
Manitoba, Canada
$31.4M +$1.34M +15,389 +4%
Voloridge Investment Management
113
Voloridge Investment Management
Florida
$30.4M -$9.62M -110,525 -24%
Millennium Management
114
Millennium Management
New York
$29.8M -$35.1M -402,900 -54%
WF
115
Welch & Forbes
Massachusetts
$27.9M -$1.59M -18,227 -5%
MSV
116
MN Services Vermogensbeheer
Netherlands
$27.4M +$670K +7,700 +3%
CWM
117
Connecticut Wealth Management
Connecticut
$27.2M -$40.6K -466 -0.1%
Lord, Abbett & Co
118
Lord, Abbett & Co
New Jersey
$27M +$27M +309,972 New
VNIM
119
Vaughan Nelson Investment Management
Texas
$26.6M -$4.79M -55,001 -15%
RG
120
Rathbones Group
United Kingdom
$26.3M +$1.84M +21,093 +8%
CET
121
Clean Energy Transition
United Kingdom
$25.7M +$25.7M +295,299 New
PWLP
122
Prio Wealth Limited Partnership
Massachusetts
$25.7M +$235K +2,695 +0.9%
Impax Asset Management Group
123
Impax Asset Management Group
United Kingdom
$25.7M +$9.71M +111,540 +61%
Citigroup
124
Citigroup
New York
$24M +$4.34M +49,787 +22%
NLGIA
125
Nippon Life Global Investors Americas
New York
$23.6M -$5.09M -58,440 -18%
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5
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