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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 %
FWTB
676
First Western Trust Bank
Colorado
$271K – – –
CWM
677
Concentric Wealth Management
California
$270K – – –
NAM
678
NTV Asset Management
West Virginia
$269K +$64 +1 +0%
SFI
679
Siemens Fonds Invest
Germany
$268K -$17.6K -276 -6%
SWM
680
Shakespeare Wealth Management
Wisconsin
$265K -$192 -3 -0.1%
WB
681
Webster Bank
Connecticut
$264K -$3.19K -50 -1%
ACIM
682
Azimuth Capital Investment Management
Michigan
$263K -$12.8K -200 -5%
AAM
683
Advisors Asset Management
Colorado
$262K -$1.05M -16,404 -80%
CCT
684
Capital City Trust
Florida
$262K -$14.2K -223 -5%
TCPWM
685
Traverso Chambers Private Wealth Management
California
$261K – – –
CAG
686
Crestwood Advisors Group
Massachusetts
$260K -$55.4K -867 -18%
SC
687
SouthState Corp
Florida
$258K -$20.3K -318 -7%
FMAEN1
688
Fund Management at Engine No 1
California
$258K -$14.4K -226 -5%
FFS
689
Founders Financial Securities
Maryland
$257K +$14.9K +233 +6%
RWM
690
Ritholtz Wealth Management
New York
$257K +$257K +4,021 New
BA
691
Bennicas & Associates
California
$256K – – –
FMLI
692
Fukoku Mutual Life Insurance
Japan
$255K – – –
AWM
693
Aberdeen Wealth Management
Illinois
$254K – – –
EFSCE
694
Enterprise Financial Services Corp (EFSC)
Missouri
$253K -$71.1K -1,113 -22%
PIM
695
Penobscot Investment Management
Massachusetts
$251K -$9.58K -150 -4%
SVWAG
696
Sound View Wealth Advisors Group
Georgia
$251K -$1.02K -16 -0.4%
IAIM
697
Industrial Alliance Investment Management
Quebec, Canada
$249K – – –
GFS
698
GYL Financial Synergies
Connecticut
$248K +$128 +2 +0.1%
CCFCSB
699
Cape Cod Five Cents Savings Bank
Massachusetts
$247K -$21.9K -343 -8%
PFSC
700
Peoples Financial Services Corp
Pennsylvania
$245K – – –
26 27
28
29 30