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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 %
AA
826
Alta Advisers
United Kingdom
$77K +$77K +1,200 New
GWM
827
Geneos Wealth Management
Colorado
$76K -$101K -1,594 -57%
SWA
828
Sutton Wealth Advisors
Florida
$75.8K -$447 -7 -0.6%
GCM
829
Gables Capital Management
Florida
$75K – – –
TIM
830
Tevis Investment Management
Texas
$74K – – –
FCA
831
FinTrust Capital Advisors
South Carolina
$73K – – –
MCM
832
MV Capital Management
Maryland
$70K +$1.59K +25 +2%
FCFS
833
First Command Financial Services
Texas
$69K – – –
OC
834
Oakworth Capital
Alabama
$69K – – –
FCB
835
First Command Bank
Texas
$69K – – –
MCC
836
Money Concepts Capital
Florida
$69K +$192 +3 +0.3%
MMG
837
Monetary Management Group
Missouri
$68K – – –
MSFP
838
Mark Sheptoff Financial Planning
Connecticut
$67K -$40K -627 -37%
FF
839
FourThought Financial
Florida
$67K -$2.17K -34 -3%
UIA
840
Ulland Investment Advisors
Minnesota
$67K – – –
PRO
841
Pensioenfonds Rail & OV
Netherlands
$66.7K – – –
DCM
842
Dupont Capital Management
Delaware
$65K -$16.1K -254 -20%
ZB
843
Zions Bancorporation
Utah
$65K -$192 -3 -0.3%
CBT
844
CoreFirst Bank & Trust
Kansas
$65K -$64 -1 -0.1%
CT
845
Clearstead Trust
Maine
$65K +$65K +1,019 New
HDIM
846
Hanson & Doremus Investment Management
Vermont
$64K -$13.1K -206 -17%
HBW
847
Hazlett, Burt & Watson
West Virginia
$63K -$1.27K -20 -2%
HS
848
Horan Securities
United States
$62K – – –
TFP
849
Tilia Fiduciary Partners
North Carolina
$62K +$323 +5 +0.5%
HI
850
Hudock Inc
Pennsylvania
$61K +$190 +3 +0.3%
32 33
34
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