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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 %
CTA
651
Colonial Trust Advisors
South Carolina
$293K +$3.51K +55 +1%
BTW
652
Boston Trust Walden
Massachusetts
$292K -$15.9K -250 -5%
PCM
653
Pointe Capital Management
Michigan
$292K – – –
LRPA
654
L. Roy Papp & Associates
Arizona
$292K +$31.7K +496 +12%
SLT
655
St Louis Trust
Missouri
$292K +$89.1K +1,317 +44%
DCM
656
Donaldson Capital Management
Indiana
$291K -$20.1K -314 -6%
BMO
657
Beck Mack & Oliver
New York
$290K – – –
FCCM
658
First City Capital Management
Georgia
$290K – – –
Wolverine Trading
659
Wolverine Trading
Illinois
$290K +$48.6K +753 +20%
VCA
660
Verdence Capital Advisors
Maryland
$287K -$357K -5,587 -55%
BFA
661
Bragg Financial Advisors
North Carolina
$287K -$10.5K -165 -4%
KIA
662
KCM Investment Advisors
California
$286K -$16.4K -258 -5%
5L
663
55I LLC
Massachusetts
$286K +$286K +4,482 New
EHC
664
Everett Harris & Co
California
$285K -$163K -2,550 -36%
FAG
665
Financial Advisory Group
Texas
$285K – – –
OSAM
666
O'Shaughnessy Asset Management
Connecticut
$283K -$20.6K -322 -7%
MS
667
Maven Securities
Jersey
$282K +$282K +4,417 New
CGL
668
Clarius Group LLC
Washington
$279K +$30.5K +478 +12%
EI
669
Ellevest Inc
New York
$277K -$12.6K -198 -4%
NEGWA
670
New England Guild Wealth Advisors
Connecticut
$277K – – –
MP
671
McDonald Partners
Ohio
$276K -$27.6K -432 -9%
SIG
672
Sky Investment Group
Connecticut
$274K -$3K -47 -1%
SACTSONJ
673
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$274K – – –
DMC
674
Drexel Morgan & Co
Pennsylvania
$274K – – –
FA
675
FDx Advisors
Illinois
$273K -$222K -3,477 -45%
25 26
27
28 29