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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 %
GFA
626
Gifford Fong Associates
California
$319K – – –
TAM
627
Tucker Asset Management
Colorado
$318K -$4.45K -63 -1%
BFM
628
Boothbay Fund Management
New York
$318K +$318K +4,982 New
WWM
629
Western Wealth Management
Colorado
$316K -$88.8K -1,407 -22%
BST
630
Bath Savings Trust
Maine
$316K +$4.33K +68 +1%
WS
631
Wedbush Securities
California
$315K -$11.1K -175 -3%
CSPIA
632
Cary Street Partners Investment Advisory
Virginia
$315K +$8.03K +126 +3%
CIA
633
Choate Investment Advisors
Massachusetts
$314K -$13.9K -217 -4%
FTDI
634
First Trust Direct Indexing
Massachusetts
$313K -$3.76K -59 -1%
SP
635
Symmetry Partners
Connecticut
$312K – – –
EWA
636
Exencial Wealth Advisors
Oklahoma
$310K -$1.6K -25 -0.5%
CCT
637
Chemung Canal Trust
New York
$309K +$17.5K +274 +6%
S
638
SignatureFD
Georgia
$308K +$574 +9 +0.2%
CHC
639
City Holding Co
West Virginia
$307K -$35.5K -556 -10%
SWM
640
SeaCrest Wealth Management
New York
$307K +$7.21K +113 +2%
BTWM
641
Baker Tilly Wealth Management
Wisconsin
$302K -$2.04K -32 -0.7%
IIA
642
ICW Investment Advisors
Arizona
$302K +$8.22K +129 +3%
CCA
643
Checchi Capital Advisers
California
$302K +$23.5K +369 +8%
TWC
644
TD Waterhouse Canada
Ontario, Canada
$302K -$42.5K -642 -12%
SYBT
645
Stock Yards Bank & Trust
Kentucky
$301K – – –
FM
646
Foster & Motley
Ohio
$299K -$25.6K -401 -8%
SPC
647
Sigma Planning Corp
Michigan
$297K -$106K -1,657 -26%
SCM
648
Schnieders Capital Management
California
$297K +$297K +4,652 New
WT
649
Washington Trust
Rhode Island
$294K -$26.3K -411 -8%
FHA
650
Flagship Harbor Advisors
Massachusetts
$294K -$17.1K -267 -5%
24 25
26
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