Otis Worldwide
OTIS
1,088 hedge funds and large institutions have $25B invested in Otis Worldwide in 2022 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 365 increasing their positions, 454 reducing their positions, and 100 closing their positions.
40% more funds holding in top 10
Funds holding in top 10: 10 → 14 (+4)
17% more capital inflows, than outflows
Capital inflows: $1.86B | Capital outflows: $1.6B
0.83% more ownership
Funds ownership: 82.92% → 83.74% (+0.83%)
5% less funds holding
Funds holding: 1,144 → 1,088 (-56)
20% less repeat investments, than reductions
Existing positions increased: 365 | Existing positions reduced: 454
38% less first-time investments, than exits
New positions opened: 62 | Existing positions closed: 100
44% less call options, than puts
Call options by funds: $223M | Put options by funds: $397M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Parnassus Investments
San Francisco,
California
|
+$211M |
| 2 |
BlackRock
New York
|
+$140M |
| 3 |
Morgan Stanley
New York
|
+$107M |
| 4 |
Brown Advisory
Baltimore,
Maryland
|
+$96M |
| 5 |
Pensioenfonds Rail & OV
Utrecht,
Netherlands
|
+$77M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Viking Global Investors
Stamford,
Connecticut
|
-$272M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$121M |
| 3 |
Janus Henderson Group
London,
|
-$70.6M |
| 4 |
D.E. Shaw & Co
New York
|
-$65.3M |
| 5 |
Capital Research Global Investors
Los Angeles,
California
|
-$55.9M |
OTIS Hedge Fund Activity: Q2 2022 in Review
1,088 of the 5,963 institutional investors tracked by Wall St. Rank reported a position in Otis Worldwide (OTIS) for Q2 2022, worth a combined $25B — down 7.7% from $27.1B a quarter earlier.
Sellers outnumbered buyers: 100 funds closed out of OTIS and 62 opened new positions — a net loss of 38 holders — while 454 trimmed existing stakes and 365 added.
The largest buyer was Parnassus Investments, opening a new position worth an estimated $211M. The largest seller was Viking Global Investors, exiting entirely with an estimated $272M sold.
- 1,088 institutional investors held Otis Worldwide (OTIS) as of Q2 2022, down from 1,144 in Q1 2022.
- Funds reported $25B of Otis Worldwide stock for Q2 2022, down 7.7% quarter-over-quarter.
- 62 funds opened new Otis Worldwide positions in Q2 2022 and 100 closed out, a net change of -38 holders.
- The largest Otis Worldwide buyer in Q2 2022 was Parnassus Investments, an estimated $211M added.
- The largest Otis Worldwide seller in Q2 2022 was Viking Global Investors, an estimated $272M sold.
Based on aggregated 13F filings for Q2 2022.