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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 %
GF
401
Gabelli Funds
New York
$1.09M -$31.9K -500 -3%
CAN
402
Cetera Advisor Networks
California
$1.07M -$49.4K -774 -4%
SF
403
Synovus Financial
Georgia
$1.07M -$37.8K -592 -3%
Wealthfront Advisers
404
Wealthfront Advisers
California
$1.06M +$98.9K +1,550 +10%
Simplex Trading
405
Simplex Trading
Illinois
$1.06M -$883K -13,855 -45%
CANY
406
Caxton Associates (New York)
New York
$1.06M +$770K +12,057 +269%
SC
407
Savant Capital
Illinois
$1.05M -$20K -314 -2%
VPIM
408
Vanguard Personalized Indexing Management
California
$1.05M +$4.79K +75 +0.5%
LDB
409
Lee, Danner & Bass
Tennessee
$1.04M – – –
CG
410
Colony Group
Massachusetts
$1.03M +$29K +455 +3%
RPC
411
Rossmore Private Capital
Connecticut
$1.03M +$24.2K +380 +2%
MCM
412
Monarch Capital Management
Indiana
$1.03M -$64K -1,004 -6%
AI
413
AdvisorShares Investments
Maryland
$1.03M – – –
ZIG
414
Zurich Insurance Group
Switzerland
$1.03M – – –
FWCM
415
Ferguson Wellman Capital Management
Oregon
$1.02M -$8.87K -139 -0.9%
SIRP
416
Shelter Insurance Retirement Plan
Missouri
$1.02M – – –
SAM
417
Selway Asset Management
$1.02M +$161K +2,528 +19%
PWM
418
Perigon Wealth Management
California
$1M +$232K +3,632 +30%
NMIMC
419
Northwestern Mutual Investment Management Company
Wisconsin
$996K -$82.2K -1,288 -8%
PAM
420
Panagora Asset Management
Massachusetts
$995K – – –
BAM
421
Blueshift Asset Management
New Jersey
$994K +$806K +12,630 +427%
USAA
422
United Services Automobile Association
Texas
$992K – – –
CIBC World Market
423
CIBC World Market
Ontario, Canada
$989K +$142K +2,226 +17%
GC
424
Guggenheim Capital
Illinois
$986K +$45.3K +710 +5%
BHIA
425
Birch Hill Investment Advisors
Massachusetts
$980K -$17.6K -275 -2%
15 16
17
18 19