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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 %
RA
976
Rise Advisors
New York
$7K – – –
BWL
977
Bogart Wealth LLC
Virginia
$7K – – –
PFA
978
Professional Financial Advisors
Nebraska
$7K – – –
SAM
979
Strategic Asset Management
Minnesota
$7K – – –
MFA
980
McClarren Financial Advisors
Pennsylvania
$7K +$7K +114 New
FMP
981
Financial Management Professionals
Texas
$6K -$12.8K -215 -68%
DI
982
Disciplined Investments
Oklahoma
$6K -$485 -8 -7%
Jones Financial Companies
983
Jones Financial Companies
Missouri
$6K – – –
JWM
984
Janiczek Wealth Management
Colorado
$6K – – –
FPFS
985
First Personal Financial Services
North Carolina
$6K – – –
FPB
986
First PREMIER Bank
South Dakota
$6K – – –
SWM
987
Selective Wealth Management
Virginia
$5K -$4.51K -73 -47%
TSWM
988
Tyler-Stone Wealth Management
Ohio
$5K – – –
FWM
989
Focused Wealth Management
New York
$5K – – –
MAWCM
990
Mine & Arao Wealth Creation & Management
California
$5K – – –
Kayne Anderson Rudnick Investment Management
991
Kayne Anderson Rudnick Investment Management
California
$5K – – –
TWM
992
Tradition Wealth Management
Minnesota
$4K – – –
CFD
993
Creative Financial Designs
Indiana
$4K – – –
TFA
994
Transamerica Financial Advisors
Florida
$4K +$4K +50 New
WWP
995
WR Wealth Planners
Missouri
$3.19K – – –
ETC
996
Exchange Traded Concepts
Oklahoma
$3K -$500 -8 -14%
TFA
997
Toth Financial Advisory
Virginia
$3K – – –
ME
998
McIlrath & Eck
Washington
$3K – – –
IBOK
999
Independence Bank of Kentucky
Kentucky
$3K – – –
VNA
1000
Valley National Advisers
Pennsylvania
$3K – – –
38 39
40
41 42