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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 %
TWA
876
TCI Wealth Advisors
Arizona
$39K +$1.86K +29 +5%
BWM
877
Baystate Wealth Management
Massachusetts
$38K -$29.1K -454 -43%
KFI
878
Key Financial Inc
Pennsylvania
$38K – – –
SWM
879
Sugarloaf Wealth Management
Georgia
$38K +$64 +1 +0.2%
JGIA
880
Jackson Grant Investment Advisers
Connecticut
$38K +$128 +2 +0.3%
AF
881
Advisornet Financial
Minnesota
$38K +$960 +15 +3%
Parallax Volatility Advisers
882
Parallax Volatility Advisers
California
$38K +$38K +599 New
PB
883
Pinnacle Bancorp
Nebraska
$36K – – –
APC
884
Aspire Private Capital
North Carolina
$36K – – –
CI Investments Inc
885
CI Investments Inc
Ontario, Canada
$36K +$32.7K +513 +987%
AWM
886
Atticus Wealth Management
Florida
$34K – – –
TF
887
Tompkins Financial
New York
$33K +$4.09K +64 +14%
ONST
888
Old North State Trust
North Carolina
$33K +$33K +524 New
FCT
889
First Community Trust
Iowa
$32K -$19K -300 -37%
BFPW
890
BOK Financial Private Wealth
Colorado
$32K – – –
MTIC
891
Missouri Trust & Investment Company
Missouri
$32K – – –
TFS
892
TrustCore Financial Services
Tennessee
$31K – – –
NF
893
Norwood Financial
Pennsylvania
$30K – – –
CFO
894
CVA Family Office
Colorado
$30K +$2.54K +40 +9%
AWM
895
Accel Wealth Management
Iowa
$30K +$4.35K +65 +17%
CSPAM
896
Cary Street Partners Asset Management
Virginia
$30K +$30K +472 New
LS
897
Livforsakringsbolaget Skandia
Sweden
$29K -$114K -1,800 -80%
BWM
898
BerganKDV Wealth Management
Minnesota
$28K -$8.04K -124 -22%
PFP
899
Pinnacle Financial Partners
Tennessee
$27K +$19.4K +300 +256%
CB
900
Community Bank
New York
$26K -$39K -600 -60%
34 35
36
37 38