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Otis Worldwide
OTIS

Overview Fund Activity

1,037 hedge funds and large institutions have $22.5B invested in Otis Worldwide in 2022 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 287 increasing their positions, 454 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,037
Holders Change
-45
Holders Change %
-4.16%
% of All Funds
17.93%
Holding in Top 10
9
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-30.77%
% of All Funds
0.16%
New
64
Increased
287
Reduced
454
Closed
93
Calls
$206M
Puts
$324M
Net Calls
-$119M
Net Calls Change
+$56.3M

Top Buyers

1
Fundsmith LLP
1
Fundsmith LLP
United Kingdom
$401M
2
Mitsubishi UFJ Asset Management
2
Mitsubishi UFJ Asset Management
Japan
$178M
3
Boston Partners
3
Boston Partners
Massachusetts
$394M
4
FIS
4
Fundsmith Investment Services
Mauritius
$103M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$66.8M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$292M
2
BCF
2
BLS Capital Fondsmaeglerselskab
Denmark
$308M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$557M
4
Assenagon Asset Management
4
Assenagon Asset Management
Luxembourg
$13.5M
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TI
226
Trexquant Investment
Connecticut
$5.19M +$1.1M +17,222 +27%
OPCM
227
Osborne Partners Capital Management
California
$5.18M +$44.7K +700 +0.9%
Verition Fund Management
228
Verition Fund Management
Connecticut
$5.18M +$1.75M +27,489 +51%
Janney Montgomery Scott
229
Janney Montgomery Scott
Pennsylvania
$5.06M -$36.4K -571 -0.7%
LC
230
Lincoln Capital
Nebraska
$5.06M +$165K +2,583 +3%
KWILP
231
Kiwi Wealth Investments Limited Partnership
New Zealand
$5.04M – – –
Truist Financial
232
Truist Financial
North Carolina
$4.96M -$214K -3,351 -4%
UIM
233
USS Investment Management
United Kingdom
$4.92M -$1.67M -26,138 -25%
WBC
234
Westpac Banking Corp
Australia
$4.85M +$201K +3,151 +4%
URS
235
Utah Retirement Systems
Utah
$4.84M +$19.1K +300 +0.4%
QM
236
QVIDTVM Management
Texas
$4.81M -$9.5M -148,974 -66%
PGFC
237
Peapack-Gladstone Financial Corp
New Jersey
$4.79M -$24.7K -387 -0.5%
WCM
238
Windward Capital Management
California
$4.74M +$10.6K +166 +0.2%
Mirae Asset Global Investments
239
Mirae Asset Global Investments
South Korea
$4.71M +$339K +5,311 +8%
RJFSA
240
Raymond James Financial Services Advisors
Florida
$4.67M +$50.7K +794 +1%
BCI
241
Brinker Capital Investments
Pennsylvania
$4.61M -$282K -4,419 -6%
II
242
IFM Investors
Australia
$4.6M -$37.3K -584 -0.8%
State of Tennessee, Department of Treasury
243
State of Tennessee, Department of Treasury
Tennessee
$4.4M – – –
FAF
244
Fjarde Ap-fonden
Sweden
$4.38M – – –
DAM
245
Delta Asset Management
Tennessee
$4.27M +$53.5K +839 +1%
Public Employees Retirement Association of Colorado
246
Public Employees Retirement Association of Colorado
Colorado
$4.25M -$9.7K -152 -0.2%
GIBU
247
Gulf International Bank (UK)
United Kingdom
$4.21M – – –
IG
248
ING Group
Netherlands
$4.2M -$874K -13,698 -17%
Walleye Trading
249
Walleye Trading
New York
$3.95M +$2.71M +42,551 +219%
AIM
250
Achmea Investment Management
Netherlands
$3.93M -$788K -12,350 -17%
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