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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 %
AHIA
1226
Andrew Hill Investment Advisors
Florida
– – -402 Closed
JRFS
1227
James Reed Financial Services
Ohio
– – -400 Closed
VCM
1228
Vigilant Capital Management
Maine
– – -379 Closed
SFM
1229
Signet Financial Management
New Jersey
– – -331 Closed
EWM
1230
Elmwood Wealth Management
California
– – -319 Closed
TC
1231
TAP Consulting
Missouri
– – -225 Closed
MTWM
1232
Masso Torrence Wealth Management
New Jersey
– – -184 Closed
FPWM
1233
FSB Premier Wealth Management
Iowa
– – -150 Closed
TLFA
1234
True Link Financial Advisors
California
– – -112 Closed
SPA
1235
Shore Point Advisors
New Jersey
– – -111 Closed
FFG
1236
Ford Financial Group
California
– – -100 Closed
HNWA
1237
Henrickson Nauta Wealth Advisors
Michigan
– – -64 Closed
CWA
1238
Clearview Wealth Advisors
Oregon
– – -50 Closed
BDS
1239
Banco de Sabadell
Florida
– – -36 Closed
WWM
1240
Wagner Wealth Management
South Carolina
– – -20 Closed
TCM
1241
TD Capital Management
Tennessee
– – -20 Closed
AWA
1242
Aquire Wealth Advisors
Utah
– – -12 Closed
MBFW
1243
Morton Brown Family Wealth
Pennsylvania
– – -10 Closed
OF
1244
Outfitter Financial
Maine
– – -8 Closed
RWA
1245
RGT Wealth Advisors
Texas
– – -6 Closed
RCM
1246
Raleigh Capital Management
North Carolina
– – -5 Closed
IAG
1247
Investmark Advisory Group
Connecticut
– – -5 Closed
WA
1248
WestEnd Advisors
North Carolina
– – -2 Closed
TF
1249
TimeScale Financial
Massachusetts
$0 2 – –
PA
1250
PSI Advisors
Florida
$0 2 – –
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