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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 %
Vontobel Holding
276
Vontobel Holding
Switzerland
$3.22M +$64.8K +1,015 +2%
CSIC
277
Clifford Swan Investment Counsel
California
$3.21M +$59.9K +939 +2%
KCM
278
Kanawha Capital Management
Virginia
$3.17M -$20.6K -323 -0.6%
CNB
279
Czech National Bank
Czech Republic
$3.12M +$3.12M +48,837 New
GIA
280
Gateway Investment Advisers
Ohio
$3.08M -$12K -188 -0.4%
SC
281
Scotia Capital
Ontario, Canada
$3.07M -$8.29K -130 -0.3%
WAS
282
Wesleyan Assurance Society
United Kingdom
$3.07M – – –
CCM
283
Cohen Capital Management
California
$3.04M – – –
X
284
Xponance
Pennsylvania
$3.03M +$398K +6,234 +15%
HIMCH
285
Hartford Investment Management Co (HIMCO)
Connecticut
$3.02M +$62.3K +977 +2%
RFC
286
Regions Financial Corp
Alabama
$3M -$122K -1,913 -4%
ACA
287
Aptus Capital Advisors
Alabama
$2.95M -$1.19M -18,691 -29%
CAPTRUST Financial Advisors
288
CAPTRUST Financial Advisors
North Carolina
$2.91M +$917K +14,372 +46%
Public Sector Pension Investment Board (PSP Investments)
289
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.88M +$295K +4,620 +11%
EAM
290
Erste Asset Management
Austria
$2.86M +$104K +1,618 +4%
D.E. Shaw & Co
291
D.E. Shaw & Co
New York
$2.84M -$9.58M -150,109 -77%
CAM
292
Cresset Asset Management
Illinois
$2.83M -$28.1K -440 -1%
Mariner
293
Mariner
Kansas
$2.8M +$171K +2,675 +6%
QT
294
Quantbot Technologies
New York
$2.71M +$2.71M +42,553 New
FMII
295
Farmers & Merchants Investments Inc
Nebraska
$2.68M -$35.5K -557 -1%
ACM
296
AlphaCrest Capital Management
New York
$2.66M -$124K -1,949 -4%
BCIM
297
British Columbia Investment Management
British Columbia, Canada
$2.66M -$487K -7,638 -15%
TRCT
298
Tower Research Capital (TRC)
New York
$2.64M +$831K +13,028 +46%
MML Investors Services
299
MML Investors Services
Massachusetts
$2.61M +$215K +3,374 +9%
MKC
300
M. Kraus & Co
Vermont
$2.59M -$12.1K -190 -0.5%
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