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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 %
VOYA Investment Management
126
VOYA Investment Management
Georgia
$20.1M 261,743 +96,300 +58%
Alyeska Investment Group
127
Alyeska Investment Group
Illinois
$20M 259,617 +259,617 New
Chevy Chase Trust
128
Chevy Chase Trust
Maryland
$19.9M 258,673 +451 +0.2%
Envestnet Asset Management
129
Envestnet Asset Management
Illinois
$19.8M 256,860 +15,599 +6%
Canada Pension Plan Investment Board
130
Canada Pension Plan Investment Board
Ontario, Canada
$19.5M 253,913 -128,028 -34%
NIPH
131
NN Investment Partners Holdings
Netherlands
$19.5M 253,556 +41,749 +20%
Bank of Montreal
132
Bank of Montreal
Ontario, Canada
$19.2M 246,639 -309,073 -56%
RCW
133
Rheos Capital Works
Japan
$18.6M 242,000 – –
Citigroup
134
Citigroup
New York
$18.6M 241,431 -33,822 -12%
Toronto Dominion Bank
135
Toronto Dominion Bank
Ontario, Canada
$18.3M 237,824 -13,132 -5%
LCAM
136
London & Capital Asset Management
United Kingdom
$18.2M 235,882 -3,344 -1%
NLGIA
137
Nippon Life Global Investors Americas
New York
$18.1M 235,080 -35,400 -13%
Allspring Global Investments
138
Allspring Global Investments
North Carolina
$17.9M 232,781 -373,392 -62%
SEI Investments
139
SEI Investments
Pennsylvania
$17.9M 232,294 -10,386 -4%
Arrowstreet Capital
140
Arrowstreet Capital
Massachusetts
$17.8M 230,884 -1,275,248 -85%
State of New Jersey Common Pension Fund D
141
State of New Jersey Common Pension Fund D
New Jersey
$17.6M 228,733 -1,756 -0.8%
Man Group
142
Man Group
United Kingdom
$17.4M 226,023 -43,796 -16%
RJA
143
Raymond James & Associates
Florida
$17.4M 225,786 -16,115 -7%
Mitsubishi UFJ Trust & Banking
144
Mitsubishi UFJ Trust & Banking
Japan
$17.2M 223,897 -14,258 -6%
MLL
145
Moody Lynn & Lieberson
Massachusetts
$17M 220,358 -28,906 -12%
Mitsubishi UFJ Asset Management
146
Mitsubishi UFJ Asset Management
Japan
$16.8M 218,066 +22,781 +12%
MCM
147
MAI Capital Management
Ohio
$16.8M 217,991 -38,027 -15%
WorldQuant Millennium Advisors
148
WorldQuant Millennium Advisors
New York
$16.7M 216,920 +17,048 +9%
CIC
149
Carnegie Investment Counsel
Ohio
$16M 207,572 -4,936 -2%
AIM
150
Alphinity Investment Management
Australia
$15.5M 201,904 +35,265 +21%
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