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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 %
AIM
776
Anchor Investment Management
South Carolina
$167K -$4.15K -65 -2%
ADL
777
Asset Dedication LLC
California
$162K -$65 -1 -0%
AF
778
Arrow Financial
New York
$154K -$961 -15 -0.6%
AA
779
Addison Advisors
Vermont
$149K +$70.3K +1,104 +89%
OIA
780
Optimum Investment Advisors
Illinois
$148K – – –
RMC
781
Resources Management Corp
Connecticut
$147K -$7.99K -125 -5%
CHA
782
Carmichael Hill & Associates
Maryland
$147K +$64 +1 +0%
CCMW
783
Cypress Capital Management (Wyoming)
Wyoming
$145K – – –
LCM
784
Logan Capital Management
Pennsylvania
$144K -$9.39K -147 -6%
AF
785
Allworth Financial
California
$142K -$2.61K -41 -2%
TWI
786
Thomas White International
Illinois
$138K – – –
FFC
787
First Financial Corp
Indiana
$137K +$513 +8 +0.4%
GJIC
788
Gamble Jones Investment Counsel
California
$137K +$137K +2,153 New
MCM
789
Manchester Capital Management
Vermont
$132K -$1.79K -28 -1%
BAM
790
Belpointe Asset Management
Nevada
$130K +$7.23K +113 +6%
EWA
791
EverSource Wealth Advisors
Alabama
$130K +$20.4K +318 +19%
PCM
792
Penserra Capital Management
California
$129K +$3.31K +52 +3%
ST
793
Smithfield Trust
Pennsylvania
$121K – – –
WFA
794
Wipfli Financial Advisors
Wisconsin
$121K +$121K +1,897 New
NICM
795
Neo Ivy Capital Management
New York
$119K +$119K +1,871 New
AIM
796
Acropolis Investment Management
Missouri
$115K +$64 +1 +0.1%
BWA
797
BDO Wealth Advisors
Florida
$114K – – –
BSB
798
Bangor Savings Bank
Maine
$111K -$32.1K -500 -22%
MPWT
799
MassMutual Private Wealth & Trust
Connecticut
$106K +$447 +7 +0.4%
ECM
800
Estabrook Capital Management
New York
$105K -$17.2K -270 -14%
30 31
32
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