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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 %
SWP
551
Stratos Wealth Partners
Ohio
$417K -$12.3K -192 -3%
SOS
552
Silver Oak Securities
Tennessee
$415K +$415K +5,162 New
OL
553
Optas LLC
Texas
$413K +$3.78K +59 +0.9%
MYAM
554
Meiji Yasuda Asset Management
Japan
$411K -$40.8K -640 -9%
MA
555
Montag & Associates
Georgia
$411K -$2.74K -43 -0.7%
MA
556
Mutual Advisors
Nebraska
$410K +$12.2K +191 +3%
RWA
557
River Wealth Advisors
Pennsylvania
$408K -$38.6K -604 -9%
ARMT
558
Amica Retiree Medical Trust
Rhode Island
$407K -$62.8K -983 -13%
PP
559
Patten & Patten
Tennessee
$406K -$1.34K -21 -0.3%
AIM
560
AHL Investment Management
Florida
$406K -$319 -5 -0.1%
SIC
561
Salem Investment Counselors
North Carolina
$405K -$38.9K -610 -9%
YWP
562
YorkBridge Wealth Partners
New York
$401K +$14K +220 +4%
MGP
563
Metis Global Partners
California
$400K -$4.84K -76 -1%
GL
564
Graypoint LLC
New York
$399K -$25.5K -399 -6%
WDA
565
Wendell David Associates
New Hampshire
$396K -$1.6K -25 -0.4%
MC
566
Machina Capital
France
$396K +$198K +3,094 +100%
HIC
567
Holderness Investments Company
North Carolina
$395K -$1.98K -31 -0.5%
MIC
568
Means Investment Company
Maine
$395K – – –
AMIM
569
Aull & Monroe Investment Management
Alabama
$394K -$39.9K -625 -9%
APA
570
American Portfolios Advisors
New York
$393K -$5.81K -91 -1%
SNBOSCI
571
Security National Bank of Sioux City Iowa
Iowa
$393K +$637 +10 +0.2%
BAMF
572
BI Asset Management Fondsmaeglerselskab
Denmark
$391K -$174K -2,724 -31%
KIA
573
Kraematon Investment Advisors
Massachusetts
$391K -$24.5K -384 -6%
SFG
574
Sovereign Financial Group
Connecticut
$391K -$2.17K -34 -0.6%
IWC
575
Integrated Wealth Concepts
Massachusetts
$389K -$8.73K -137 -2%
21 22
23
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