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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 %
NEAM
951
New England Asset Management
Connecticut
$14K +$14K +226 New
DIP
952
DT Investment Partners
Pennsylvania
$14K +$14K +227 New
VCM
953
Versant Capital Management
Arizona
$13K -$7.35K -112 -36%
EWM
954
Endurance Wealth Management
Rhode Island
$13K – – –
EARNEST Partners
955
EARNEST Partners
Georgia
$13K – – –
RAM
956
Riggs Asset Management
Pennsylvania
$13K – – –
LJHT
957
Laurie J. Hall Trustee
$12K – – –
CAC
958
Core Alternative Capital
Georgia
$12K – – –
AWM
959
Avior Wealth Management
Nebraska
$12K +$3.08K +51 +34%
FP
960
Financial Perspectives
Minnesota
$11.5K – – –
BIA
961
Bell Investment Advisors
California
$11K -$16.2K -254 -59%
MA
962
MCF Advisors
Kentucky
$11K – – –
WOC
963
West Oak Capital
California
$11K – – –
TIM
964
Tortoise Investment Management
New York
$11K – – –
CMA
965
Cedar Mountain Advisors
Oregon
$11K – – –
CAL
966
Capital Advisors Ltd
Ohio
$11K +$1.29K +20 +13%
JWA
967
JFS Wealth Advisors
Pennsylvania
$10K -$21.6K -337 -68%
EDRH
968
Edmond de Rothschild Holding
Switzerland
$10K -$16.7K -250 -63%
SN
969
Sittner & Nelson
Oregon
$10K -$1.95K -30 -16%
AFS
970
Annapolis Financial Services
Maryland
$10K – – –
LFA
971
Level Financial Advisors
New York
$10K – – –
OA
972
Operose Advisors
Wisconsin
$10K – – –
HGERS
973
Householder Group Estate & Retirement Specialist
Arizona
$10K +$10K +169 New
MHR
974
Matthew Hamilton Rosenberg
$9K – – –
LWP
975
Lumature Wealth Partners
Georgia
$8K – – –
37 38
39
40 41