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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 %
NSEDCP
451
NJ State Employees Deferred Compensation Plan
New Jersey
$829K – – –
BC
452
Burney Company
Virginia
$828K -$63.9K -1,001 -7%
RC
453
RegentAtlantic Capital
New Jersey
$826K +$8.23K +129 +1%
DADC
454
D.A. Davidson & Co
Montana
$807K -$28.5K -447 -3%
Bessemer Group
455
Bessemer Group
New Jersey
$805K +$263K +4,112 +48%
TCOT
456
Trust Company of Toledo
Ohio
$794K -$19.9K -312 -2%
CA
457
Cetera Advisors
Colorado
$784K -$8.42K -132 -1%
RJT
458
Raymond James Trust
Florida
$782K -$29.1K -456 -4%
NRS
459
Neville Rodie & Shaw
New York
$774K -$25.7K -403 -3%
NIMI
460
Natixis Investment Managers International
France
$760K +$43.4K +680 +6%
SW
461
SVB Wealth
Massachusetts
$744K +$183K +2,870 +33%
VHAM
462
Van Hulzen Asset Management
California
$743K – – –
William Blair & Company
463
William Blair & Company
Illinois
$742K +$97.1K +1,521 +15%
MHIC
464
Marble Harbor Investment Counsel
Massachusetts
$739K -$6.89K -108 -0.9%
PHK
465
Point72 Hong Kong
Hong Kong
$716K +$716K +11,229 New
OIA
466
OneDigital Investment Advisors
Kansas
$713K -$1.72K -27 -0.2%
API
467
Advisor Partners II
California
$712K +$712K +11,162 New
BG
468
Bollard Group
Massachusetts
$706K -$5.17K -81 -0.7%
CCG
469
Cloverfields Capital Group
Minnesota
$694K +$8.8K +138 +1%
ONB
470
Old National Bancorp
Indiana
$690K -$24.4K -382 -3%
Carson Wealth (CWM LLC)
471
Carson Wealth (CWM LLC)
Nebraska
$682K +$165K +2,588 +32%
RIM
472
Redpoint Investment Management
Australia
$670K -$194K -3,034 -22%
IAS
473
IMA Advisory Services
Colorado
$666K -$8.36K -131 -1%
RHBC
474
R.H. Bluestein & Co
Michigan
$664K +$19.1K +300 +3%
VAS
475
Vestmark Advisory Solutions
Massachusetts
$655K -$28.8K -452 -4%
17 18
19
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