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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
+$162M
3
Boston Partners
Boston Partners
Massachusetts
+$121M
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
-$109M
2
BCF
BLS Capital Fondsmaeglerselskab
Denmark
-$92.2M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$88.9M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$51.1M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
-$48.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
526
Stevens Capital Management
Pennsylvania
$478K +$287K +4,499 +150%
AIP
527
Ameritas Investment Partners
Nebraska
$473K -$41.7K -656 -8%
TIM
528
Thornburg Investment Management
New Mexico
$465K -$43.5M -680,791 -99%
HI
529
Horizon Investments
North Carolina
$461K +$49.5K +777 +12%
AAM
530
AR Asset Management
California
$459K – – –
CCG
531
Cypress Capital Group
Florida
$453K -$215K -3,375 -32%
FMWA
532
Forvis Mazars Wealth Advisors
Missouri
$453K -$13.2K -206 -3%
SFFS
533
Stonehage Fleming Financial Services
Jersey
$453K – – –
AWS
534
Atria Wealth Solutions
New York
$448K -$5.49K -86 -1%
CC
535
Chicago Capital
Illinois
$447K -$20K -313 -4%
AAM
536
Ascension Asset Management
New York
$447K – – –
SIA
537
Schechter Investment Advisors
Michigan
$447K +$24.6K +385 +6%
VBCG
538
Valley Brook Capital Group
Pennsylvania
$445K – – –
WC
539
Westhampton Capital
North Carolina
$444K – – –
NAM
540
NorthCrest Asset Manangement
Minnesota
$443K +$78K +1,222 +21%
WG
541
Winton Group
United Kingdom
$442K +$442K +6,924 New
FL
542
Fort LP
Maryland
$441K -$265K -4,160 -38%
WANY
543
Wealthspire Advisors (New York)
New York
$438K +$438K +6,868 New
PP
544
Prudential plc
United Kingdom
$437K +$45.5K +713 +12%
ACM
545
Allred Capital Management
Texas
$434K -$8.09K -127 -2%
BCV
546
Banque Cantonale Vaudoise
Switzerland
$431K -$997K -15,650 -70%
PFM
547
Parsec Financial Management
North Carolina
$431K -$15.8K -247 -4%
HL
548
HeadInvest LLC
Maine
$430K -$447 -7 -0.1%
BB
549
Busey Bank
Illinois
$427K -$73.4K -1,150 -15%
TBA
550
Tower Bridge Advisors
Pennsylvania
$418K -$9.76K -153 -2%
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