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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 %
KFP
901
KB Financial Partners
New Jersey
$26K -$125 -2 -0.5%
FRA
902
Front Row Advisors
California
$26K – – –
AAP
903
Arax Advisory Partners
Colorado
$26K – – –
CFG
904
CKW Financial Group
Hawaii
$26K +$65 +1 +0.3%
HFM
905
Harvest Fund Management
China
$25K – – –
TFM
906
TFC Financial Management
Massachusetts
$25K – – –
CWM
907
CarsonAllaria Wealth Management
Illinois
$25K +$63 +1 +0.3%
PWMG
908
Prestige Wealth Management Group
New Jersey
$25K +$2.53K +39 +11%
DSC
909
Duncker Streett & Co
Missouri
$24K – – –
OCM
910
Orion Capital Management
California
$24K – – –
GI
911
Gradient Investments
Minnesota
$23K -$384 -6 -2%
LFASL
912
Lugano Financial Advisors SA (LFA)
Switzerland
$23K – – –
M
913
MOTCO
Texas
$23K – – –
TC
914
Truvestments Capital
Florida
$23K – – –
CWM
915
Castle Wealth Management
Florida
$22K -$7.25K -112 -25%
SBL
916
Sargent Bickham Lagudis
Colorado
$22K -$3.26K -50 -13%
PK
917
Pflug Koory
Nebraska
$22K -$1.58K -25 -7%
BCA
918
Bray Capital Advisors
Florida
$22K – – –
CLOS
919
Compagnie Lombard Odier SCmA
Switzerland
$22K – – –
LTI
920
Laffer Tengler Investments
Tennessee
$21.4K – – –
AIC
921
Archer Investment Corporation
Indiana
$21.2K +$1.4K +22 +7%
ACM
922
Antonetti Capital Management
Florida
$21K – – –
HCP
923
Hexagon Capital Partners
Arkansas
$20K -$12.4K -199 -38%
BFEC
924
Benjamin F. Edwards & Company
Missouri
$20K -$3.13K -49 -14%
AssetMark Inc
925
AssetMark Inc
California
$20K -$1.56K -24 -7%
35 36
37
38 39