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

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$292M
2
BCF
BLS Capital Fondsmaeglerselskab
Denmark
$308M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$557M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$13.5M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TCM
326
Teza Capital Management
Illinois
$2.02M +$1.79M +28,070 +799%
NB
327
Norinchukin Bank
Japan
$2.01M +$209K +3,271 +12%
SAM
328
Shell Asset Management
Netherlands
$2M -$505K -7,921 -20%
CK
329
Cohen Klingenstein
New York
$2M – – –
SMI
330
Shelter Mutual Insurance
Missouri
$1.99M – – –
S
331
Seeyond
France
$1.99M +$1.92M +30,032 +2,562%
ANTB
332
AMG National Trust Bank
Colorado
$1.98M +$95.4K +1,496 +5%
DILIC
333
Dai-ichi Life Insurance Company
Japan
$1.94M -$638K -10,000 -25%
SMDAM
334
Sumitomo Mitsui DS Asset Management
Japan
$1.93M +$33K +517 +2%
BBHC
335
Brown Brothers Harriman & Co
New York
$1.91M -$87.3K -1,368 -4%
MHS
336
M Holdings Securities
Oregon
$1.89M +$490K +7,680 +35%
CAM
337
Close Asset Management
United Kingdom
$1.87M -$11K -172 -0.6%
TCM
338
Tufton Capital Management
Maryland
$1.86M -$517K -8,100 -22%
CNC
339
Canandaigua National Corp
New York
$1.85M +$680K +10,652 +58%
Cambridge Investment Research Advisors
340
Cambridge Investment Research Advisors
Iowa
$1.84M +$21.9K +344 +1%
SCM
341
Seascape Capital Management
New Hampshire
$1.82M +$15.5K +243 +0.9%
Capstone Investment Advisors
342
Capstone Investment Advisors
New York
$1.82M +$1.66M +25,947 +1,004%
Daiwa Securities Group
343
Daiwa Securities Group
Japan
$1.79M +$51.2K +803 +3%
HIMC
344
Heritage Investors Management Corp
Maryland
$1.79M -$9.76K -153 -0.5%
EWM
345
Evercore Wealth Management
New York
$1.78M -$8.35K -131 -0.5%
LSERS
346
Louisiana State Employees Retirement System
Louisiana
$1.72M +$6.38K +100 +0.4%
SAM
347
Silvercrest Asset Management
New York
$1.71M -$22.2K -348 -1%
HT
348
HighTower Trust
Texas
$1.71M +$81.3K +1,275 +5%
PAG
349
Private Advisor Group
New Jersey
$1.71M -$478K -7,491 -22%
CCP
350
Corient Capital Partners
California
$1.68M +$178K +2,518 +12%
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