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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
1
Fundsmith LLP
United Kingdom
$401M
2
Mitsubishi UFJ Asset Management
2
Mitsubishi UFJ Asset Management
Japan
$178M
3
Boston Partners
3
Boston Partners
Massachusetts
$394M
4
FIS
4
Fundsmith Investment Services
Mauritius
$103M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$66.8M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$292M
2
BCF
2
BLS Capital Fondsmaeglerselskab
Denmark
$308M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$557M
4
Assenagon Asset Management
4
Assenagon Asset Management
Luxembourg
$13.5M
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
851
Crewe Advisors
Utah
$61K +$253 +4 +0.4%
GWS
852
Glassman Wealth Services
Virginia
$61K +$5.59K +88 +10%
WIM
853
Wilen Investment Management
Florida
$60K – – –
SSG
854
Summit Securities Group
New York
$56K -$255 -4 -0.5%
PP
855
PrairieView Partners
Minnesota
$56K – – –
SWM
856
Spire Wealth Management
Virginia
$55K -$15.4K -241 -22%
EBA
857
Eagle Bay Advisors
New York
$54K -$2.5K -39 -4%
IAMOG
858
Investors Asset Management of Georgia
Georgia
$54K – – –
OPW
859
Oxler Private Wealth
New York
$53.4K +$64 +1 +0.1%
APW
860
Acima Private Wealth
Virginia
$53.2K – – –
ARMC
861
American Research & Management Company
Massachusetts
$53K – – –
SCA
862
Stonebridge Capital Advisors
Minnesota
$53K – – –
JEST
863
JTC Employer Solutions Trustee
Jersey
$53K – – –
MIM
864
Meridiem Investment Management
United Kingdom
$51K – – –
C
865
Covestor
United Kingdom
$50K +$33.6K +530 +205%
OC
866
Oakmont Corp
California
$49K – – –
MRCM
867
M&R Capital Management
New Jersey
$48K – – –
CWC
868
Carolinas Wealth Consulting
North Carolina
$48K – – –
BAM
869
Bellevue Asset Management
Washington
$47K – – –
ACM
870
AUA Capital Management
Pennsylvania
$46K -$11.7K -182 -20%
QC
871
Quent Capital
New York
$46K +$1.21K +19 +3%
RTC
872
Riverview Trust Company
Washington
$44K – – –
HRC
873
Hoertkorn Richard Charles
$44K – – –
BCMLT
874
Beacon Capital Management LLC (Tennessee)
Tennessee
$42K – – –
CAL
875
Capital Analysts LLC
Pennsylvania
$40K -$1.45K -23 -3%
33 34
35
36 37