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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 %
Bank of Nova Scotia
301
Bank of Nova Scotia
Ontario, Canada
$2.59M -$6.31K -99 -0.2%
Susquehanna International Group
302
Susquehanna International Group
Pennsylvania
$2.57M -$2.22M -34,817 -46%
CAM
303
Cacti Asset Management
Georgia
$2.56M – – –
AAM
304
Aureus Asset Management
Massachusetts
$2.51M -$279K -4,369 -10%
TRSOTSOK
305
Teachers Retirement System of the State of Kentucky
Kentucky
$2.48M +$2.48M +38,927 New
EI
306
Ethic Inc
New York
$2.46M +$26.5K +415 +1%
Mercer Global Advisors
307
Mercer Global Advisors
Colorado
$2.44M -$217K -3,403 -8%
WAC
308
William Allan Corp
Colorado
$2.37M +$3.76K +59 +0.2%
Baird Financial Group
309
Baird Financial Group
Wisconsin
$2.35M -$253K -3,970 -10%
ESCM
310
Echo Street Capital Management
New York
$2.35M -$895K -14,031 -28%
WB
311
WesBanco Bank
West Virginia
$2.33M -$84.2K -1,320 -3%
CIP
312
Chartwell Investment Partners
Pennsylvania
$2.32M +$142K +2,230 +7%
SSB
313
Sandy Spring Bank
Maryland
$2.31M -$46.5K -729 -2%
ISL
314
Ingalls & Snyder LLC
New York
$2.3M -$180K -2,818 -7%
FAN
315
Financial Advisors Network
California
$2.27M +$2.81K +44 +0.1%
GT
316
Greenleaf Trust
Michigan
$2.27M +$1.86M +29,166 +456%
SAM
317
Securian Asset Management
Minnesota
$2.21M -$6.38K -100 -0.3%
SAM
318
Sandbar Asset Management
United Kingdom
$2.18M -$2.52M -39,462 -54%
Rockefeller Capital Management
319
Rockefeller Capital Management
New York
$2.13M -$2.72M -42,734 -56%
KRS
320
Kentucky Retirement Systems
Kentucky
$2.1M +$96.7K +1,516 +5%
TAM
321
Tocqueville Asset Management
New York
$2.06M -$6.4M -100,377 -76%
OPERF
322
Oregon Public Employees Retirement Fund
Oregon
$2.06M -$45.2K -709 -2%
Mackenzie Financial
323
Mackenzie Financial
Ontario, Canada
$2.06M +$51.3K +804 +3%
EGM
324
Engineers Gate Manager
New York
$2.04M +$521K +8,169 +34%
EMPI
325
Elo Mutual Pension Insurance
Finland
$2.03M -$106K -1,659 -5%
11 12
13
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