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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 %
KWM
576
Kingsview Wealth Management
Oregon
$387K -$20.1K -315 -5%
Cetera Investment Advisers
577
Cetera Investment Advisers
Illinois
$385K -$30.9K -484 -7%
MC
578
Moors & Cabot
Massachusetts
$385K -$20.2K -317 -5%
GIA
579
GHP Investment Advisors
Colorado
$383K -$89.7K -1,407 -19%
FC
580
Forte Capital
New York
$383K -$1.41K -22 -0.4%
MM
581
Meridian Management
Arkansas
$383K – – –
NIM
582
NuWave Investment Management
New Jersey
$383K +$383K +5,996 New
KPWS
583
Kestra Private Wealth Services
Texas
$382K +$13.1K +205 +4%
GPA
584
Garrison Point Advisors
California
$380K – – –
SSA
585
Schonfeld Strategic Advisors
New York
$376K +$376K +5,897 New
WSFS
586
Wilmington Savings Fund Society
Delaware
$375K -$957 -15 -0.3%
MPW
587
Monterey Private Wealth
California
$374K – – –
SIA
588
Soltis Investment Advisors
Utah
$373K +$183K +2,870 +96%
UB
589
UMB Bank
Missouri
$372K -$159K -2,494 -30%
TMAM
590
Tokio Marine Asset Management
Japan
$369K +$27.4K +429 +8%
IAS
591
Investment Advisory Services
Texas
$368K -$6.31K -99 -2%
HIIFS
592
Harel Insurance Investments & Financial Services
Israel
$367K – – –
XT
593
XTX Topco
Cayman Islands
$362K +$362K +5,677 New
SBH
594
Segall Bryant & Hamill
Illinois
$361K -$64 -1 -0%
SJL
595
Shayne & Jacobs LLC
Tennessee
$361K – – –
WSTAM
596
Wilbanks Smith & Thomas Asset Management
Virginia
$360K -$13K -204 -3%
S
597
swisspartners
Liechtenstein
$357K – – –
FB
598
Fulton Bank
Pennsylvania
$353K +$22.9K +358 +7%
OPPTF
599
OPSEU Pension Plan Trust Fund
Ontario, Canada
$351K -$4.18K -64 -1%
LNWWM
600
Laird Norton Wetherby Wealth Management
California
$350K -$12.3K -193 -3%
22 23
24
25 26