OTIS icon

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 %
PG
376
Pendal Group
Australia
$1.3M -$296K -4,633 -18%
TCM
377
Telos Capital Management
California
$1.3M -$46.8K -734 -3%
SPIA
378
Steward Partners Investment Advisory
New York
$1.29M -$38K -596 -3%
Pacer Advisors
379
Pacer Advisors
Pennsylvania
$1.29M +$1.25M +19,555 +2,906%
WMSA
380
Weiss Multi-Strategy Advisers
New York
$1.28M -$4.87M -76,324 -79%
WTC
381
WhitTier Trust Company
Nevada
$1.27M +$140K +2,201 +12%
KAS
382
Kestra Advisory Services
Texas
$1.26M -$140K -2,188 -10%
JG
383
Jefferies Group
New York
$1.23M -$1.55M -24,279 -56%
PFO
384
Pathstone Family Office
New Jersey
$1.23M +$718K +10,860 +140%
AA
385
ALPS Advisors
Colorado
$1.22M +$1.22M +19,146 New
HP
386
Holowesko Partners
Bahamas
$1.21M – – –
ECM
387
Everence Capital Management
Indiana
$1.21M +$316K +4,950 +36%
V
388
Veritable
Delaware
$1.17M -$19.5K -306 -2%
PI
389
PEAK6 Investments
Illinois
$1.16M +$705K +11,053 +157%
EOJOAM
390
E. Ohman J:or Asset Management
Sweden
$1.15M -$134K -2,100 -10%
Thrivent Financial for Lutherans
391
Thrivent Financial for Lutherans
Minnesota
$1.14M -$1.15K -18 -0.1%
TGAM
392
TBH Global Asset Management
Tennessee
$1.13M -$30.2K -474 -3%
CCM
393
CTC Capital Management
Illinois
$1.13M +$82.9K +1,300 +8%
TAF
394
Tredje AP-fonden
Sweden
$1.12M -$1.27M -19,927 -53%
TCOV
395
Trust Company of Vermont
Vermont
$1.12M -$21.4K -335 -2%
SG Americas Securities
396
SG Americas Securities
New York
$1.12M +$728K +11,412 +188%
PCM
397
Prelude Capital Management
New York
$1.11M +$930K +14,584 +509%
BCM
398
BTR Capital Management
California
$1.11M -$85.2K -1,336 -7%
BF
399
BOK Financial
Oklahoma
$1.1M -$39.9K -625 -3%
TSWM
400
Triangle Securities Wealth Management
North Carolina
$1.1M -$46.3K -726 -4%
14 15
16
17 18