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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 %
BAM
151
Broadcrest Asset Management
Florida
$15.4M 200,000 – –
QM
152
QVIDTVM Management
Texas
$15.4M 199,657 +31,000 +18%
Balyasny Asset Management
153
Balyasny Asset Management
Illinois
$15.3M 198,816 +198,816 New
BTCPP
154
Border to Coast Pensions Partnership
United Kingdom
$14.9M 193,858 +232 +0.1%
CGI
155
Comgest Global Investors
France
$14.5M 188,510 +7,695 +4%
CWM
156
CIBC World Markets
New York
$14.4M 187,282 -80,209 -30%
Public Sector Pension Investment Board (PSP Investments)
157
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$14.2M 184,407 +113,530 +160%
DIA
158
Davidson Investment Advisors
Montana
$13.5M 175,694 +2,546 +1%
PI
159
PineBridge Investments
New York
$13.5M 175,429 +4,808 +3%
Creative Planning
160
Creative Planning
Kansas
$13.3M 172,763 +134,037 +346%
LIP
161
Liontrust Investment Partners
United Kingdom
$13.1M 170,000 +10,000 +6%
Asset Management One
162
Asset Management One
Japan
$13.1M 169,626 -9,905 -6%
US Bancorp
163
US Bancorp
Minnesota
$13M 168,655 -8,098 -5%
Aviva
164
Aviva
United Kingdom
$12.9M 167,840 -901,851 -84%
Treasurer of the State of North Carolina
165
Treasurer of the State of North Carolina
North Carolina
$12.9M 167,203 +7,034 +4%
DekaBank Deutsche Girozentrale
166
DekaBank Deutsche Girozentrale
Germany
$12.7M 163,362 -28,633 -15%
WG
167
Winton Group
United Kingdom
$12.4M 160,716 +9,556 +6%
MA
168
MUFG Americas
New York
$12.3M 159,558 +4,921 +3%
N
169
Natixis
France
$12.3M 159,204 +159,204 New
M&T Bank
170
M&T Bank
New York
$12.1M 157,460 +1,859 +1%
Royal London Asset Management
171
Royal London Asset Management
United Kingdom
$12M 155,557 – –
UCFA
172
United Capital Financial Advisors
Texas
$11.6M 151,017 -2,322 -2%
TD Asset Management
173
TD Asset Management
Ontario, Canada
$11.6M 150,807 -1,190 -0.8%
Millennium Management
174
Millennium Management
New York
$11.5M 149,070 -192,819 -56%
Axa
175
Axa
France
$11.4M 148,116 -41,539 -22%
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