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 %
MFG
501
Merit Financial Group
Georgia
$560K +$54.3K +850 +11%
KTA
502
Keeley-Teton Advisors
Illinois
$556K – – –
HFBOT
503
Home Federal Bank of Tennessee
Tennessee
$552K -$1.6K -25 -0.3%
RBC
504
Romano Brothers & Co
Illinois
$552K +$552K +8,656 New
SI
505
Stephens Inc
Arkansas
$546K -$319 -5 -0.1%
TI
506
Tidal Investments
Wisconsin
$544K -$157K -2,456 -22%
SCA
507
Snowden Capital Advisors
New York
$542K -$10.5K -165 -2%
Federated Hermes
508
Federated Hermes
Pennsylvania
$537K -$113K -1,775 -17%
PA
509
Parallel Advisors
California
$533K +$27K +423 +5%
FMB
510
Field & Main Bank
Kentucky
$532K -$30K -470 -5%
WPC
511
Waters Parkerson & Co
Louisiana
$528K – – –
DBIA
512
Dumont & Blake Investment Advisors
New Jersey
$527K -$35.2K -552 -6%
GAAM
513
Guinness Atkinson Asset Management
California
$524K -$41.7K -654 -7%
CTC
514
Central Trust Company
Missouri
$523K -$5.41K -85 -1%
PA
515
Pinnacle Associates
New York
$521K +$29K +455 +6%
SB
516
Simmons Bank
Arkansas
$519K -$15.6K -244 -3%
SNBOSD
517
Security National Bank of So Dak
Iowa
$516K +$10.1K +158 +2%
YIH
518
Y-Intercept (HK)
Hong Kong
$514K +$514K +8,064 New
WAM
519
Werlinich Asset Management
Connecticut
$499K – – –
FNFDCM
520
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$496K – – –
TSW
521
Thompson Siegel & Walmsley
Virginia
$492K -$31.9K -500 -6%
IGGA
522
Iron Gate Global Advisors
Utah
$490K – – –
EM
523
ELCO Management
New York
$487K +$383 +6 +0.1%
BRWA
524
B. Riley Wealth Advisors
Florida
$482K +$86.7K +1,354 +22%
CWP
525
Curated Wealth Partners
California
$478K – – –
19 20
21
22 23