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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 %
Commonwealth Equity Services
176
Commonwealth Equity Services
Massachusetts
$11.1M 143,857 +1,840 +1%
Retirement Systems of Alabama
177
Retirement Systems of Alabama
Alabama
$10.8M 140,802 +56 +0%
AGA
178
Altrinsic Global Advisors
Connecticut
$10.8M 140,402 -24,622 -15%
BNP Paribas Asset Management
179
BNP Paribas Asset Management
France
$10.8M 139,934 +37,912 +37%
Squarepoint
180
Squarepoint
New York
$10.5M 136,072 -63,218 -32%
AIG
181
American International Group
New York
$10.5M 135,890 -3,531 -3%
Zurich Cantonal Bank
182
Zurich Cantonal Bank
Switzerland
$10.4M 135,755 -11,137 -8%
State of Tennessee, Department of Treasury
183
State of Tennessee, Department of Treasury
Tennessee
$10.4M 135,570 +21,822 +19%
Assenagon Asset Management
184
Assenagon Asset Management
Luxembourg
$10.4M 134,805 -411,858 -75%
TAM
185
Tocqueville Asset Management
New York
$10.2M 132,843 -7,494 -5%
Ensign Peak Advisors
186
Ensign Peak Advisors
Utah
$10M 130,567 -39,975 -23%
Tudor Investment Corp
187
Tudor Investment Corp
Connecticut
$9.81M 127,499 -10,000 -7%
SSA
188
Schonfeld Strategic Advisors
New York
$9.81M 127,500 +39,531 +45%
Qube Research & Technologies (QRT)
189
Qube Research & Technologies (QRT)
United Kingdom
$9.62M 124,983 -59,939 -32%
CCM
190
Copeland Capital Management
Pennsylvania
$9.59M 124,637 -63 -0.1%
Stifel Financial
191
Stifel Financial
Missouri
$9.58M 124,434 -22,262 -15%
SGK
192
Steigerwald Gordon & Koch
Virginia
$9.56M 124,254 +2,891 +2%
Nisa Investment Advisors
193
Nisa Investment Advisors
Missouri
$9.42M 122,455 -15,594 -11%
Bank Julius Baer & Co
194
Bank Julius Baer & Co
Switzerland
$9.36M 121,669 +9,973 +9%
EW
195
Evoke Wealth
California
$9.12M 118,469 +16,373 +16%
BBVA
196
Banco Bilbao Vizcaya Argentaria
Spain
$8.98M 116,214 +76,889 +196%
CM
197
Churchill Management
California
$8.93M 116,089 +11,685 +11%
MIM
198
MetLife Investment Management
New Jersey
$8.9M 115,637 +21,789 +23%
MG
199
Markel Group
Virginia
$8.82M 114,620 – –
AB
200
Amalgamated Bank
New York
$8.72M 113,371 -7,536 -6%
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