OTIS icon

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 %
AP
701
Atwood & Palmer
Missouri
$244K – – –
LA
702
LVW Advisors
New York
$243K – – –
BOTW
703
Bank of the West
California
$243K +$10K +157 +4%
PA
704
Profund Advisors
Maryland
$242K +$2.87K +45 +1%
NB
705
Northwest Bancshares
Pennsylvania
$242K +$5.62K +88 +2%
MPIA
706
Mountain Pacific Investment Advisers
Idaho
$239K -$4.28K -67 -2%
NAS
707
Nicolet Advisory Services
Wisconsin
$239K +$454 +7 +0.2%
PCTC
708
Perkins Coie Trust Company
Washington
$238K -$332K -5,200 -58%
O
709
Ossiam
France
$238K +$238K +3,733 New
SW
710
SlateStone Wealth
Florida
$235K – – –
BC
711
Burleson & Co
California
$234K – – –
MIC
712
Meridian Investment Counsel
California
$234K – – –
CG
713
Caprock Group
Idaho
$233K -$14.1K -221 -6%
KPW
714
Kore Private Wealth
New York
$233K -$5.03K -79 -2%
WTA
715
Washington Trust Advisors
Massachusetts
$233K – – –
BJL
716
Brighton Jones LLC
Washington
$232K -$23.8K -374 -9%
FIM
717
Fruth Investment Management
Texas
$231K – – –
S
718
Surevest
California
$230K – – –
IA
719
IFP Advisors
Florida
$230K +$14.5K +299 +7%
RP
720
Riverwater Partners
Wisconsin
$227K – – –
CA
721
Clearstead Advisors
Ohio
$226K -$42.9K -672 -16%
FLPIM
722
F.L. Putnam Investment Management
Massachusetts
$226K -$21.7K -341 -9%
BFS
723
Bard Financial Services
Connecticut
$226K -$7.97K -125 -3%
HSA
724
HBK Sorce Advisory
Pennsylvania
$226K +$14.1K +221 +7%
FNB
725
Farmers National Bank
Kentucky
$225K – – –
27 28
29
30 31