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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 %
HFS
351
Hantz Financial Services
Michigan
$1.67M +$1.72K +27 +0.1%
MLL
352
Moody Lynn & Lieberson
Massachusetts
$1.66M -$120K -1,877 -7%
AIMCA
353
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.66M – – –
LGF
354
LGT Group Foundation
Liechtenstein
$1.66M – – –
N
355
Natixis
France
$1.65M -$621K -9,731 -27%
HNB
356
Huntington National Bank
Ohio
$1.63M -$222K -3,476 -12%
JC
357
JB Capital
Connecticut
$1.63M -$7.78K -122 -0.5%
CGH
358
Crossmark Global Holdings
Texas
$1.6M -$263K -4,124 -14%
MLICM
359
Metropolitan Life Insurance Company (MetLife)
New York
$1.57M -$28.5K -446 -2%
MC
360
Middleton & Co
Massachusetts
$1.56M -$1.77M -27,713 -53%
LCM
361
Liberty Capital Management
Michigan
$1.56M +$33.1K +519 +2%
OQS
362
Occudo Quantitative Strategies
Florida
$1.5M -$333K -5,216 -18%
PRC
363
Pearl River Capital
Michigan
$1.49M +$1.49M +23,303 New
DTL
364
Dynamic Technology Lab
Singapore
$1.48M +$1.48M +23,157 New
JPMIA
365
J.P. Marvel Investment Advisors
Massachusetts
$1.48M -$13.5K -211 -0.9%
AC
366
Allstate Corporation
Illinois
$1.47M +$364K +5,702 +33%
HFM
367
Hartford Financial Management
Connecticut
$1.44M -$61.5K -964 -4%
MUAMU
368
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$1.44M -$511K -8,000 -26%
DGAM
369
Desjardins Global Asset Management
Quebec, Canada
$1.43M -$234K -3,661 -14%
CSS
370
Cubist Systematic Strategies
Connecticut
$1.38M -$2.58M -40,509 -65%
NMERB
371
New Mexico Educational Retirement Board
New Mexico
$1.38M -$121K -1,900 -8%
VI
372
Vestcor Inc
New Brunswick, Canada
$1.37M +$4.59K +72 +0.3%
YIA
373
YHB Investment Advisors
Connecticut
$1.36M -$29.3K -459 -2%
DP
374
Dearborn Partners
Illinois
$1.35M +$1.35M +21,126 New
BFM
375
Boston Financial Management
Massachusetts
$1.32M +$979K +15,352 +291%
13 14
15
16 17