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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 %
AC
476
Abbrea Capital
California
$655K -$5.74K -90 -0.9%
PAS
477
Park Avenue Securities
New York
$655K +$132K +2,062 +25%
TPCW
478
TD Private Client Wealth
New York
$653K +$14.1K +221 +2%
AT
479
Arden Trust
Delaware
$647K -$14K -220 -2%
BPA
480
Beacon Pointe Advisors
California
$646K -$79.1K -1,221 -11%
EF
481
Empirical Finance
Pennsylvania
$643K +$109K +1,704 +20%
IC
482
IEQ Capital
California
$641K -$8.23K -129 -1%
CIC
483
Canal Insurance Company
South Carolina
$638K – – –
VVP
484
Venture Visionary Partners
Ohio
$631K +$64 +1 +0%
GI
485
GAMCO Investors
Connecticut
$627K – – –
OC
486
Oppenheimer & Co
New York
$625K -$175K -2,736 -22%
MNBTD
487
Moody National Bank Trust Division
Texas
$622K – – –
JIC
488
Johnson Investment Counsel
Ohio
$616K -$20K -314 -3%
FNBT
489
FineMark National Bank & Trust
Florida
$601K -$5.55K -87 -0.9%
FI
490
Fractal Investments
Connecticut
$600K – – –
WJWM
491
Williams Jones Wealth Management
New York
$598K -$1.15K -18 -0.2%
MM
492
MQS Management
New York
$597K +$597K +9,356 New
ATC
493
Argent Trust Co
Tennessee
$587K -$2.23K -35 -0.4%
CFMC
494
Curbstone Financial Management Corp
New Hampshire
$585K +$12.8K +200 +2%
BIM
495
Bridges Investment Management
Nebraska
$583K – – –
GT
496
Glenview Trust
Kentucky
$581K – – –
PTC
497
Philadelphia Trust Company
Pennsylvania
$568K -$2.87K -45 -0.5%
AWM
498
AE Wealth Management
Kansas
$565K +$17.2K +270 +3%
WPC
499
Wedmont Private Capital
Pennsylvania
$564K +$299K +4,688 +113%
SIA
500
Sit Investment Associates
Minnesota
$560K – – –
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