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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 %
EIP
1001
Ellis Investment Partners
Pennsylvania
$3K +$49 +1 +2%
SC
1002
Schubert & Co
Texas
$3K +$250 +4 +9%
WWM
1003
Wolff Wiese Magana
California
$3K +$306 +5 +11%
SIC
1004
SJS Investment Consulting
Ohio
$3K +$3K +49 New
GFPC
1005
Global Financial Private Client
Florida
$2.42K – – –
LFA
1006
Legend Financial Advisors
Pennsylvania
$2.17K +$2.17K +34 New
JFGIW
1007
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2K -$49.7K -870 -96%
NSB
1008
Norway Savings Bank
Maine
$2K -$3.33K -50 -63%
SWA
1009
SOA Wealth Advisors
New York
$2K -$350 -7 -15%
ZIG
1010
Zullo Investment Group
Pennsylvania
$2K – – –
CCM
1011
Cribstone Capital Management
Maine
$2K – – –
PCFFS
1012
Pacific Center for Financial Services
California
$2K – – –
LFG
1013
Larson Financial Group
Missouri
$2K – – –
HFS
1014
HBC Financial Services
Washington
$2K +$1.48K +20 +286%
ANBT
1015
American National Bank & Trust
Texas
$2K +$2K +31 New
PP
1016
PFS Partners
New Jersey
$1.63K +$63 +1 +4%
PI
1017
PFS Investments
Georgia
$1.4K +$100 +1,562 +8%
AWM
1018
Abound Wealth Management
Tennessee
$1.28K +$1.28K +20 New
TCWA
1019
Ten Capital Wealth Advisors
Washington
$1K -$1.36K -30 -58%
GTAM
1020
Global Trust Asset Management
Florida
$1K – – –
TFGT
1021
TS Financial Group (TSFG)
Illinois
$1K – – –
OLVIG
1022
Oliver Lagore Vanvalin Investment Group
Michigan
$1K – – –
OAJ
1023
Ogorek Anthony Joseph
New York
$1K – – –
GWM
1024
Guardian Wealth Management
Illinois
$1K – – –
SSC
1025
Syverson Strege & Co
Iowa
$1K – – –
39 40
41
42 43