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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 %
CYG
926
Clean Yield Group
Vermont
$20K – – –
IFS
927
Intelligent Financial Strategies
Minnesota
$20K – – –
JFA
928
JNBA Financial Advisors
Minnesota
$20K +$3.73K +58 +23%
FNBOSM
929
First National Bank of South Miami
Florida
$19K -$1.9K -30 -9%
OSNBOA
930
Old Second National Bank of Aurora
Illinois
$19K – – –
WBC
931
West Branch Capital
Massachusetts
$19K – – –
GEA
932
Glen Eagle Advisors
New Jersey
$18.8K – – –
A
933
AustralianSuper
Australia
$17.2K -$2.15K -33,666 -11%
CAM
934
Costello Asset Management
Pennsylvania
$17K – – –
MFT
935
Moisand Fitzgerald Tamayo
Florida
$17K +$1.76K +27 +12%
SIS
936
Sound Income Strategies
Florida
$17K +$4.96K +80 +41%
KFS
937
Kelly Financial Services
Massachusetts
$16.7K +$64 +1 +0.4%
Bank of Montreal
938
Bank of Montreal
Ontario, Canada
$16.2K -$3.33K -51,570 -17%
CG
939
Cutler Group
California
$16K -$19.5K -309 -55%
BWP
940
Baldwin Wealth Partners
Massachusetts
$16K – – –
VWM
941
Valley Wealth Managers
New Jersey
$16K – – –
OCM
942
Osterweis Capital Management
California
$16K +$16K +250 New
BC
943
Barrett & Company
Rhode Island
$15.7K +$15.7K +200 New
PMFA
944
Plante Moran Financial Advisors
Michigan
$15K -$7.3K -112 -33%
CB
945
CNB Bank
Pennsylvania
$15K – – –
BCPWM
946
Bradley & Co Private Wealth Management
Florida
$15K – – –
WB
947
West Bancorporation
Iowa
$15K – – –
CL
948
COWA LLC
Oklahoma
$15K +$15K +230 New
NFSG
949
Newbridge Financial Services Group
Florida
$14K – – –
CCA
950
Column Capital Advisors
Indiana
$14K – – –
36 37
38
39 40