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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
$178M
3
Boston Partners
Boston Partners
Massachusetts
$394M
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
$292M
2
BCF
BLS Capital Fondsmaeglerselskab
Denmark
$308M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$557M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$13.5M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
726
S.A. Mason
Michigan
$225K +$64 +1 +0%
VFA
727
Valeo Financial Advisors
Indiana
$224K -$766 -12 -0.3%
TH
728
TCTC Holdings
Texas
$224K – – –
FNT
729
First National Trust
Pennsylvania
$223K -$2.17K -34 -1%
AWA
730
Amplius Wealth Advisors
Pennsylvania
$222K -$511 -8 -0.2%
Members Trust
731
Members Trust
Florida
$221K – – –
CCM
732
Covington Capital Management
California
$220K -$5.11K -80 -2%
DMBA
733
Deseret Mutual Benefit Administrators
Utah
$219K -$31.6K -495 -13%
MGIA
734
Moneta Group Investment Advisors
Missouri
$217K -$28.6K -448 -12%
GVAG
735
Great Valley Advisor Group
Delaware
$217K -$15.7K -246 -7%
VRS
736
Virginia Retirement Systems
Virginia
$217K +$217K +3,400 New
BWAM
737
Boyd Watterson Asset Management
Ohio
$216K +$9.56K +150 +5%
CT
738
Chicago Trust
Illinois
$215K -$2.17K -34 -1%
GW
739
GW & Wade
Massachusetts
$215K +$2.55K +40 +1%
OR
740
Olympiad Research
Connecticut
$214K +$214K +3,353 New
AIM
741
Avity Investment Management
Connecticut
$213K -$7.99K -125 -4%
LBC
742
Lowe Brockenbrough & Co
Virginia
$213K -$1.59K -25 -0.7%
AWM
743
Apollon Wealth Management
South Carolina
$213K +$29.7K +465 +16%
Credit Agricole
744
Credit Agricole
France
$213K +$213K +3,340 New
AUB
745
Atlantic Union Bankshares
Virginia
$211K -$303K -4,750 -59%
RIL
746
Rothschild Investment LLC
Illinois
$211K – – –
DWM
747
Defined Wealth Management
Oregon
$211K – – –
BWP
748
BSW Wealth Partners
Colorado
$211K +$211K +3,312 New
ASN
749
Advisory Services Network
Georgia
$210K -$26.1K -410 -11%
SLF
750
Sun Life Financial
Ontario, Canada
$206K -$40.3K -633 -16%
28 29
30
31 32