Otis Worldwide
OTIS
1,144 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, 504 reducing their positions, and 116 closing their positions.
35% more call options, than puts
Call options by funds: $52.5M | Put options by funds: $38.9M
0.52% less ownership
Funds ownership: 83.1% → 82.58% (-0.52%)
4% less funds holding
Funds holding: 1,192 → 1,144 (-48)
12% less capital invested
Capital invested by funds: $30.7B → $27B (-$3.68B)
25% less funds holding in top 10
Funds holding in top 10: 12 → 9 (-3)
28% less first-time investments, than exits
New positions opened: 84 | Existing positions closed: 116
33% less repeat investments, than reductions
Existing positions increased: 337 | Existing positions reduced: 504
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$763M |
| 2 |
Viking Global Investors
Stamford,
Connecticut
|
+$283M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$119M |
| 4 |
Goldman Sachs
New York
|
+$111M |
| 5 |
LFG
Lazard Frères Gestion
Paris,
France
|
+$106M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$731M |
| 2 |
BlackRock
New York
|
-$256M |
| 3 |
Bank of New York Mellon
New York
|
-$243M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$102M |
| 5 |
SCM
Suvretta Capital Management
New York
|
-$94.9M |
OTIS Hedge Fund Activity: Q1 2022 in Review
1,144 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Otis Worldwide (OTIS) for Q1 2022, worth a combined $27B — down 12% from $30.7B a quarter earlier.
Sellers outnumbered buyers: 116 funds closed out of OTIS and 84 opened new positions — a net loss of 32 holders — while 504 trimmed existing stakes and 337 added.
The largest buyer was Morgan Stanley, adding an estimated $763M. The largest seller was Fidelity Investments, cutting an estimated $731M.
- 1,144 institutional investors held Otis Worldwide (OTIS) as of Q1 2022, down from 1,192 in Q4 2021.
- Funds reported $27B of Otis Worldwide stock for Q1 2022, down 12% quarter-over-quarter.
- 84 funds opened new Otis Worldwide positions in Q1 2022 and 116 closed out, a net change of -32 holders.
- The largest Otis Worldwide buyer in Q1 2022 was Morgan Stanley, an estimated $763M added.
- The largest Otis Worldwide seller in Q1 2022 was Fidelity Investments, an estimated $731M sold.
Based on aggregated 13F filings for Q1 2022.