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Otis Worldwide
OTIS

Overview Fund Activity

1,140 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, 501 reducing their positions, and 116 closing their positions.

Holders
1,140
Holders Change
-48
Holders Change %
-4.04%
% of All Funds
18.04%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.14%
New
84
Increased
337
Reduced
501
Closed
116
Calls
$52.5M
Puts
$38.9M
Net Calls
+$13.6M
Net Calls Change
-$81.3M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$887M
2
Viking Global Investors
2
Viking Global Investors
Connecticut
$272M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$325M
4
Goldman Sachs
4
Goldman Sachs
New York
$266M
5
LFRG
5
Lazard Frères Gestion
France
$99.8M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$464M
2
BlackRock
2
BlackRock
New York
$2.61B
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$309M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$17.8M
5
SCM
5
Suvretta Capital Management
New York
$99.8M
Name Market Value Shares Shares
Change 		Shares
Change %
CS
101
Candriam SCA
Luxembourg
$33.2M 431,102 -37,300 -8%
Canada Life
102
Canada Life
Manitoba, Canada
$32.9M 405,431 +44,235 +12%
Allianz Asset Management
103
Allianz Asset Management
Germany
$32.7M 424,672 -86,302 -17%
Korea Investment Corp
104
Korea Investment Corp
South Korea
$31.7M 411,650 +232,900 +130%
Impax Asset Management Group
105
Impax Asset Management Group
United Kingdom
$31.1M 404,408 +109,421 +37%
FMI
106
Factory Mutual Insurance
Massachusetts
$30.7M 398,600 -13,900 -3%
HSBC Holdings
107
HSBC Holdings
United Kingdom
$30M 387,579 -70,740 -15%
APG Asset Management
108
APG Asset Management
Netherlands
$28.5M 412,678 -6,326 -2%
Amundi
109
Amundi
France
$28.1M 362,633 -294,675 -45%
RG
110
Rathbones Group
United Kingdom
$27.8M 361,404 +59,615 +20%
Victory Capital Management
111
Victory Capital Management
Texas
$27.7M 379,725 -3,884 -1%
Holocene Advisors
112
Holocene Advisors
New York
$27.3M 354,324 -401,663 -53%
National Bank of Canada
113
National Bank of Canada
Quebec, Canada
$26.8M 353,926 +255,553 +260%
Ohio Public Employees Retirement System (OPERS)
114
Ohio Public Employees Retirement System (OPERS)
Ohio
$25.1M 326,231 +89,540 +38%
WF
115
Welch & Forbes
Massachusetts
$24.4M 316,884 -3,684 -1%
Lord, Abbett & Co
116
Lord, Abbett & Co
New Jersey
$23.7M 308,422 -1,550 -0.5%
First Trust Advisors
117
First Trust Advisors
Illinois
$23M 299,049 -180,258 -38%
VNIM
118
Vaughan Nelson Investment Management
Texas
$23M 298,994 -6,407 -2%
PWLP
119
Prio Wealth Limited Partnership
Massachusetts
$22.9M 296,998 +1,757 +0.6%
MSV
120
MN Services Vermogensbeheer
Netherlands
$22.6M 293,500 -20,900 -7%
BPCE
121
Bank Pictet & Cie (Europe)
Germany
$22.5M 292,201 -178,995 -38%
BMSSC
122
B. Metzler seel. Sohn & Co
Germany
$22.2M 288,771 +27,300 +10%
Skandinaviska Enskilda Banken (SEB)
123
Skandinaviska Enskilda Banken (SEB)
Sweden
$21.6M 281,012 +25,277 +10%
Walleye Capital
124
Walleye Capital
New York
$21.5M 278,870 +278,870 New
Adage Capital Partners
125
Adage Capital Partners
Massachusetts
$21.4M 278,289 -378,954 -58%
3 4
5
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