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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 %
ASRS
201
Arizona State Retirement System
Arizona
$9.67M -$230K -2,645 -2%
SOMRS
202
State of Michigan Retirement System
Michigan
$9.31M -$17.4K -200 -0.2%
MHC
203
Meyer Handelman Company
New York
$9.22M – – –
JPMPWA
204
J.P. Morgan Private Wealth Advisors
California
$9.12M -$55.6K -638 -0.6%
CM
205
Churchill Management
California
$9.09M +$625K +7,182 +7%
ERSOT
206
Employees Retirement System of Texas
Texas
$9.06M -$9.07M -104,117 -50%
LPL Financial
207
LPL Financial
California
$9.03M -$2.55M -29,234 -22%
BNP Paribas Asset Management
208
BNP Paribas Asset Management
France
$8.88M +$633K +7,275 +8%
EW
209
Evoke Wealth
California
$8.88M +$4.79M +55,021 +117%
CIBC Asset Management
210
CIBC Asset Management
Ontario, Canada
$8.87M +$509K +5,848 +6%
First Manhattan
211
First Manhattan
New York
$8.8M -$263K -3,022 -3%
BG
212
Bahl & Gaynor
Ohio
$8.79M -$3.57K -41 -0%
SOADOR
213
State of Alaska Department of Revenue
Alaska
$8.69M -$784K -9,005 -8%
Osaic Holdings
214
Osaic Holdings
Arizona
$8.65M +$706K +8,105 +9%
Bank of Nova Scotia
215
Bank of Nova Scotia
Ontario, Canada
$8.58M -$19.8M -227,506 -70%
National Bank of Canada
216
National Bank of Canada
Quebec, Canada
$8.53M +$8.53M +98,373 New
SIC
217
Schwartz Investment Counsel
Michigan
$8.45M – – –
KeyBank National Association
218
KeyBank National Association
Ohio
$8.39M -$618K -7,093 -7%
DnB Asset Management
219
DnB Asset Management
Norway
$8.33M +$134K +1,540 +2%
MIM
220
MetLife Investment Management
New Jersey
$8.17M -$221K -2,543 -3%
Truist Financial
221
Truist Financial
North Carolina
$8.16M +$216K +2,478 +3%
LIP
222
Lighthouse Investment Partners
Florida
$7.97M +$7.97M +91,557 New
UIM
223
USS Investment Management
United Kingdom
$7.92M – – –
ProShare Advisors
224
ProShare Advisors
Maryland
$7.89M +$1.75M +20,112 +29%
DZ Bank
225
DZ Bank
Germany
$7.73M -$348K -4,032 -4%
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