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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 %
COPPSERS
251
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$3.92M -$5.87K -92 -0.1%
KBC Group
252
KBC Group
Belgium
$3.91M +$25.8K +405 +0.7%
Fidelity International
253
Fidelity International
Bermuda
$3.9M – – –
YCM
254
Yousif Capital Management
Michigan
$3.89M -$49.2K -771 -1%
Fifth Third Bancorp
255
Fifth Third Bancorp
Ohio
$3.85M -$206K -3,234 -5%
TPSF
256
Texas Permanent School Fund
Texas
$3.76M +$228K +3,578 +6%
OIS
257
Okabena Investment Services
Minnesota
$3.75M -$476K -7,455 -11%
Comerica Bank
258
Comerica Bank
Texas
$3.75M +$103K +1,543 +3%
GAM
259
Gotham Asset Management
New York
$3.73M -$2.47M -38,666 -40%
MOACM
260
Mutual of America Capital Management
New York
$3.72M +$35.2K +551 +1%
ProShare Advisors
261
ProShare Advisors
Maryland
$3.71M -$437K -6,855 -11%
VMPIC
262
Varma Mutual Pension Insurance Co
Finland
$3.7M +$3.7M +58,000 New
SSWM
263
Sheets Smith Wealth Management
North Carolina
$3.66M – – –
FGP
264
Foyston, Gordon, & Payne
Ontario, Canada
$3.66M -$41K -643 -1%
GT
265
Glenmede Trust
Pennsylvania
$3.53M -$805K -12,618 -19%
HPC
266
HM Payson & Co
Maine
$3.53M -$73.3K -1,149 -2%
IIM
267
Ipswich Investment Management
Massachusetts
$3.52M -$85.7K -1,344 -2%
DT
268
Diversified Trust
Tennessee
$3.47M -$194K -3,041 -5%
Millennium Management
269
Millennium Management
New York
$3.42M -$17.5M -274,807 -84%
GWM
270
Graybill Wealth Management
Illinois
$3.42M -$13.4K -210 -0.4%
RT
271
Rockland Trust
Massachusetts
$3.41M -$205K -3,216 -6%
AMI
272
Amica Mutual Insurance
Rhode Island
$3.38M -$607K -9,511 -15%
LA
273
Lifeworks Advisors
Michigan
$3.38M +$3.15M +44,610 +1,370%
BCM
274
BTC Capital Management
Iowa
$3.38M +$7.32K +115 +0.2%
FT
275
Fiduciary Trust
Massachusetts
$3.32M -$93.4K -1,464 -3%
9 10
11
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