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
$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 %
CNBTD
801
Citizens National Bank Trust Department
Mississippi
$104K – – –
BONH
802
Bank of New Hampshire
New Hampshire
$102K -$4.09K -64 -4%
Acadian Asset Management
803
Acadian Asset Management
Massachusetts
$102K – – –
CFGS
804
Concourse Financial Group Securities
Alabama
$101K +$5.3K +83 +6%
FMTCOCP
805
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$100K -$1.34K -21 -1%
NSIM
806
North Star Investment Management
Illinois
$97K – – –
HI
807
Harbour Investments
Wisconsin
$96K – – –
CAM
808
CenterStar Asset Management
Illinois
$96K – – –
HR
809
Howe & Rusling
New York
$94K +$53.4K +839 +131%
IWMA
810
Ironwood Wealth Management (Arizona)
Arizona
$93K – – –
MWM
811
Mascoma Wealth Management
New Hampshire
$91K -$1.34K -21 -1%
BTI
812
Blue Trust Inc
Georgia
$90K +$2.05K +29 +2%
ACA
813
Atlas Capital Advisors
Wyoming
$87K – – –
AWM
814
AllSquare Wealth Management
New York
$86K – – –
CFFP
815
Center for Financial Planning
Michigan
$85K – – –
SOW
816
State of Wyoming
Wyoming
$83K -$22.9K -358 -22%
CSB
817
City State Bank
Iowa
$83K -$827 -13 -1%
EWM
818
Evermay Wealth Management
Virginia
$81K – – –
SC
819
Steph & Co
Wisconsin
$80K – – –
CPFP
820
Clear Perspectives Financial Planning
Ohio
$79K – – –
PFBT
821
Parkside Financial Bank & Trust
Missouri
$79K +$3.56K +56 +5%
IUHSA
822
Itau Unibanco Holding S.A.
Brazil
$79K +$79K +1,242 New
PSB
823
Piscataqua Savings Bank
New Hampshire
$78K – – –
GRP
824
Global Retirement Partners
California
$77K -$6.47K -91 -8%
FA
825
Fortis Advisors
Pennsylvania
$77K – – –
31 32
33
34 35