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Otis Worldwide
OTIS

Overview Fund Activity

1,082 hedge funds and large institutions have $24.9B invested in Otis Worldwide in 2022 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 366 increasing their positions, 449 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,082
Holders Change
-58
Holders Change %
-5.09%
% of All Funds
18.3%
Holding in Top 10
13
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+44.44%
% of All Funds
0.22%
New
62
Increased
366
Reduced
449
Closed
102
Calls
$223M
Puts
$398M
Net Calls
-$175M
Net Calls Change
-$189M

Top Buyers

1
Parnassus Investments
1
Parnassus Investments
California
$202M
2
BlackRock
2
BlackRock
New York
$2.53B
3
Morgan Stanley
3
Morgan Stanley
New York
$917M
4
Brown Advisory
4
Brown Advisory
Maryland
$165M
5
PRO
5
Pensioenfonds Rail & OV
Netherlands
$73.9M

Top Sellers

1
Viking Global Investors
1
Viking Global Investors
Connecticut
$0
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$310M
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$71.2M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$13.8M
5
Capital Research Global Investors
5
Capital Research Global Investors
California
$451M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank Julius Baer & Co
176
Bank Julius Baer & Co
Switzerland
$9.68M +$1.08M +15,301 +13%
ACA
177
Anchor Capital Advisors
Massachusetts
$9.45M +$9.45M +133,772 New
TAM
178
Tocqueville Asset Management
New York
$9.38M -$7.92K -112 -0.1%
AGA
179
Altrinsic Global Advisors
Connecticut
$9.36M -$563K -7,966 -6%
AIG
180
American International Group
New York
$9.35M -$257K -3,636 -3%
Man Group
181
Man Group
United Kingdom
$9.07M -$17.4M -226,023 Closed
Tudor Investment Corp
182
Tudor Investment Corp
Connecticut
$9.01M – – –
SGK
183
Steigerwald Gordon & Koch
Virginia
$8.94M +$156K +2,212 +2%
Stifel Financial
184
Stifel Financial
Missouri
$8.79M -$3.61K -51 -0%
EW
185
Evoke Wealth
California
$8.77M +$398K +5,625 +5%
Ensign Peak Advisors
186
Ensign Peak Advisors
Utah
$8.67M -$559K -7,910 -6%
CB
187
Commerce Bank
Missouri
$8.59M +$2.85M +40,369 +50%
CCM
188
Copeland Capital Management
Pennsylvania
$8.39M -$422K -5,971 -5%
BBVA
189
Banco Bilbao Vizcaya Argentaria
Spain
$8.28M +$65.6K +929 +0.8%
ASRS
190
Arizona State Retirement System
Arizona
$8.24M +$414K +5,859 +5%
CM
191
Churchill Management
California
$8.24M +$32.9K +466 +0.4%
MIM
192
MetLife Investment Management
New Jersey
$8.2M +$26.6K +377 +0.3%
DnB Asset Management
193
DnB Asset Management
Norway
$8.17M +$337K +4,774 +4%
Natixis Advisors
194
Natixis Advisors
Massachusetts
$8.15M +$3.25M +46,031 +66%
MG
195
Markel Group
Virginia
$8.1M – – –
SOMRS
196
State of Michigan Retirement System
Michigan
$8.06M +$481K +6,800 +6%
Axa
197
Axa
France
$8M -$2.47M -34,926 -24%
ET
198
Equitable Trust
Tennessee
$7.92M +$7.92M +112,027 New
AB
199
Amalgamated Bank
New York
$7.83M -$181K -2,564 -2%
SOADOR
200
State of Alaska Department of Revenue
Alaska
$7.83M +$1.1M +15,505 +16%
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