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Otis Worldwide
OTIS

Overview Fund Activity

1,188 hedge funds and large institutions have $30.7B invested in Otis Worldwide in 2021 Q4 according to their latest regulatory filings, with 158 funds opening new positions, 355 increasing their positions, 473 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,188
Holders Change
+53
Holders Change %
+4.67%
% of All Funds
18.35%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.19%
New
158
Increased
355
Reduced
473
Closed
87
Calls
$123M
Puts
$28.4M
Net Calls
+$94.9M
Net Calls Change
+$10.8M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$404M
2
Lazard Asset Management
2
Lazard Asset Management
New York
$254M
3
Ameriprise
3
Ameriprise
Minnesota
$131M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$327M
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$701M

Top Sellers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$55.5M
2
AIM
2
Alphinity Investment Management
Australia
$14.5M
3
LFRG
3
Lazard Frères Gestion
France
$0
4
AC
4
AKO Capital
United Kingdom
$324M
5
Artisan Partners
5
Artisan Partners
Wisconsin
$93.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Aberdeen Group
176
Aberdeen Group
United Kingdom
$13.1M -$207K -2,381 -2%
Zurich Cantonal Bank
177
Zurich Cantonal Bank
Switzerland
$12.8M -$212K -2,434 -2%
Stifel Financial
178
Stifel Financial
Missouri
$12.8M +$141K +1,625 +1%
CSS
179
Cubist Systematic Strategies
Connecticut
$12.5M -$5.7M -65,431 -31%
Susquehanna International Group
180
Susquehanna International Group
Pennsylvania
$12.4M -$1.07M -12,232 -8%
Commonwealth Equity Services
181
Commonwealth Equity Services
Massachusetts
$12.4M -$251K -2,883 -2%
Retirement Systems of Alabama
182
Retirement Systems of Alabama
Alabama
$12.3M -$506K -5,812 -4%
TAM
183
Tocqueville Asset Management
New York
$12.2M -$76.8K -882 -0.6%
AIG
184
American International Group
New York
$12.1M -$143K -1,642 -1%
Tudor Investment Corp
185
Tudor Investment Corp
Connecticut
$12M – – –
Nisa Investment Advisors
186
Nisa Investment Advisors
Missouri
$11.8M -$627K -7,338 -5%
RFA
187
Reilly Financial Advisors
California
$11.8M +$11.8M +135,399 New
EAMA
188
EFG Asset Management (Americas)
Florida
$11.4M -$142K -1,631 -1%
CC
189
Cartenna Capital
Connecticut
$10.9M +$10.9M +125,000 New
CCM
190
Copeland Capital Management
Pennsylvania
$10.9M +$9.36M +107,461 +623%
TI
191
Trexquant Investment
Connecticut
$10.7M +$6.9M +79,248 +180%
SGK
192
Steigerwald Gordon & Koch
Virginia
$10.6M +$502K +5,762 +5%
FRAF
193
Första AP-fonden
Sweden
$10.5M -$1.45M -16,700 -12%
AB
194
Amalgamated Bank
New York
$10.5M +$215K +2,468 +2%
IMRF
195
Illinois Municipal Retirement Fund
Illinois
$10.5M -$228K -2,621 -2%
BFS
196
Bradley Foster & Sargent
Connecticut
$10.2M +$114K +1,309 +1%
AMI
197
Amica Mutual Insurance
Rhode Island
$10.1M – – –
MG
198
Markel Group
Virginia
$9.98M – – –
State of Tennessee, Department of Treasury
199
State of Tennessee, Department of Treasury
Tennessee
$9.9M +$3.97M +45,588 +67%
Bank Julius Baer & Co
200
Bank Julius Baer & Co
Switzerland
$9.73M +$9.11M +104,686 +1,493%
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