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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 %
HWM
601
HB Wealth Management
Georgia
$350K +$23.4K +366 +7%
CC
602
Courier Capital
New York
$348K – – –
CT
603
Cambridge Trust
Massachusetts
$341K +$7.55K +118 +2%
LNC
604
Lincoln National Corp
Pennsylvania
$338K -$17.7K -277 -5%
LC
605
Lindbrook Capital
California
$338K +$574 +9 +0.2%
SCA
606
Spearhead Capital Advisors
Florida
$338K +$18.8K +295 +6%
GC
607
Grimes & Company
Massachusetts
$336K -$829 -13 -0.2%
MYIA
608
Mount Yale Investment Advisors
Colorado
$336K +$1.21K +19 +0.4%
CFG
609
Cooper Financial Group
California
$336K +$44K +689 +15%
FCH
610
Freestone Capital Holdings
Washington
$334K -$7.6K -119 -2%
DAC
611
Dividend Assets Capital
South Carolina
$334K – – –
JWCA
612
J.W. Cole Advisors
Florida
$333K +$10.6K +166 +3%
MAM
613
Meeder Asset Management
Ohio
$333K +$29K +454 +10%
BSA
614
Bull Street Advisors
Georgia
$332K – – –
CI
615
Cigna Investments
Connecticut
$331K -$17.1K -267 -5%
BHWM
616
Bar Harbor Wealth Management
New Hampshire
$331K – – –
LI
617
Lafayette Investments
Maryland
$330K +$2.61K +41 +0.8%
P
618
Pitcairn
Pennsylvania
$329K -$4.98K -78 -1%
CCB
619
Country Club Bank
Missouri
$328K +$3.42K +53 +1%
GCM
620
Graham Capital Management
Connecticut
$328K +$328K +5,156 New
JAG
621
Journey Advisory Group
Kentucky
$327K -$42.9K -672 -12%
FG
622
Fiduciary Group
Georgia
$327K -$18K -238 -5%
TTWM
623
TCV Trust & Wealth Management
Virginia
$326K -$46.3K -725 -12%
EM
624
Excalibur Management
Massachusetts
$321K -$3.12K -49 -1%
1SB
625
1ST Source Bank
Indiana
$319K -$27.9K -437 -8%
23 24
25
26 27