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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 %
WT
426
Whittier Trust
California
$970K -$49.6K -778 -5%
KRSITF
427
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$961K +$39.2K +615 +4%
AMCA
428
Arthur M. Cohen & Associates
Illinois
$957K – – –
AFA
429
Abacus FCF Advisors
Florida
$948K -$186K -2,920 -16%
EFS
430
Essex Financial Services
Connecticut
$945K -$45.5K -714 -5%
WC
431
Woodstock Corp
Massachusetts
$944K -$207K -3,249 -18%
Cerity Partners
432
Cerity Partners
New York
$942K -$35.7K -558 -4%
DC
433
Davenport & Co
Virginia
$937K -$11.4K -179 -1%
SAI
434
Systematic Alpha Investments
New Jersey
$932K – – –
PCM
435
Parsons Capital Management
Rhode Island
$929K +$1.66K +26 +0.2%
NB
436
NBT Bank
New York
$909K -$44.6K -699 -5%
WorldQuant Millennium Advisors
437
WorldQuant Millennium Advisors
New York
$905K -$12.2M -191,799 -93%
Northwestern Mutual Wealth Management
438
Northwestern Mutual Wealth Management
Wisconsin
$898K -$126K -1,979 -12%
PTC
439
Private Trust Company
Ohio
$895K +$178K +2,790 +25%
BC
440
Bartlett & Co
Ohio
$882K -$19.1K -300 -2%
BCWM
441
Bartlett & Co Wealth Management
Ohio
$882K -$19.1K -300 -2%
GIM
442
Goelzer Investment Management
Indiana
$874K +$39.2K +614 +5%
IMOV
443
Investment Management of Virginia
Virginia
$869K +$7.66K +120 +0.9%
BPCA
444
Bank Pictet & Cie (Asia)
Singapore
$862K -$56.7K -889 -6%
IC
445
Inverness Counsel
New York
$857K +$72.2K +1,131 +9%
DY
446
Dowling & Yahnke
California
$853K -$18.1K -284 -2%
Rafferty Asset Management
447
Rafferty Asset Management
New York
$852K +$852K +13,357 New
AAS
448
Avantax Advisory Services
Texas
$848K +$267K +4,183 +46%
FHB
449
First Hawaiian Bank
Hawaii
$842K – – –
IIM
450
Ironwood Investment Management
Massachusetts
$841K -$11.2K -175 -1%
16 17
18
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