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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 %
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.01B 39,127,186 +829,784 +2%
BlackRock
2
BlackRock
New York
$2.61B 33,882,793 -3,198,494 -9%
State Street
3
State Street
Massachusetts
$1.27B 16,555,981 -423,617 -2%
Morgan Stanley
4
Morgan Stanley
New York
$887M 11,521,878 +9,546,640 +483%
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$805M 10,462,519 -485,079 -4%
Fiera Capital (Canada)
6
Fiera Capital (Canada)
Quebec, Canada
$771M 10,025,224 -137,029 -1%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$710M 9,247,710 +474,184 +5%
AllianceBernstein
8
AllianceBernstein
Tennessee
$691M 8,985,172 +931,763 +12%
Capital Research Global Investors
9
Capital Research Global Investors
California
$550M 7,145,449 -215,598 -3%
BCF
10
BLS Capital Fondsmaeglerselskab
Denmark
$483M 6,273,027 -61,065 -1%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$464M 6,032,886 -9,146,725 -60%
Invesco
12
Invesco
Georgia
$443M 5,755,211 -431,526 -7%
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$442M 5,739,928 +1,104,899 +24%
Dodge & Cox
14
Dodge & Cox
California
$411M 5,345,622 -24,275 -0.5%
Northern Trust
15
Northern Trust
Illinois
$365M 4,742,052 -53,154 -1%
Wellington Management Group
16
Wellington Management Group
Massachusetts
$325M 4,221,665 +1,484,963 +54%
Bank of America
17
Bank of America
North Carolina
$319M 4,147,594 -158,925 -4%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$309M 4,012,254 -3,039,619 -43%
T. Rowe Price Associates
19
T. Rowe Price Associates
Maryland
$305M 3,962,853 +206,719 +6%
Lazard Asset Management
20
Lazard Asset Management
New York
$300M 3,896,561 +984,793 +34%
Norges Bank
21
Norges Bank
Norway
$299M 3,891,577 +42,029 +1%
AC
22
AKO Capital
United Kingdom
$299M 3,889,448 +165,193 +4%
DVI
23
Deccan Value Investors
Connecticut
$291M 3,780,826 -623,728 -14%
SP
24
Sarasin & Partners
United Kingdom
$285M 3,705,290 +40,912 +1%
Viking Global Investors
25
Viking Global Investors
Connecticut
$272M 3,538,164 +3,538,164 New
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