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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 %
TCM
1026
TD Capital Management
Tennessee
$1K +$1K +20 New
TLCM
1027
Twin Lakes Capital Management
California
$1K +$1K +23 New
WPA
1028
West Paces Advisors
Georgia
$893 – – –
PWP
1029
Principle Wealth Partners
Connecticut
$708 -$3 -50 -0.4%
BIM
1030
Baldwin Investment Management
Pennsylvania
$438 -$13 -200 -3%
WIM
1031
Westside Investment Management
California
$11 – – –
Point72 Asset Management
1032
Point72 Asset Management
Connecticut
– -$48.9M -691,968 Closed
Walleye Capital
1033
Walleye Capital
New York
– -$30.3M -429,404 Closed
MCM
1034
Moore Capital Management
New York
– -$15.8M -224,256 Closed
AC
1035
Albar Capital
United Kingdom
– -$3.71M -52,422 Closed
LIP
1036
Lighthouse Investment Partners
Florida
– -$2.58M -36,500 Closed
CC
1037
Carlson Capital
Texas
– -$2.32M -32,852 Closed
MSRPS
1038
Maryland State Retirement & Pension System
Maryland
– -$2.29M -32,336 Closed
Twin Tree Management
1039
Twin Tree Management
Texas
– -$1.92M -27,164 Closed
PM
1040
Phraction Management
Connecticut
– -$1.71M -24,145 Closed
VIA
1041
Vident Investment Advisory
Georgia
– -$1.41M -19,916 Closed
STAS
1042
Strong Tower Advisory Services
Minnesota
– -$1.06M -14,988 Closed
IC
1043
Inscription Capital
Texas
– -$1.01M -14,346 Closed
WAM
1044
Wolverine Asset Management
Illinois
– -$848K -12,000 Closed
OTPPB
1045
Ontario Teachers' Pension Plan Board
Ontario, Canada
– -$737K -10,424 Closed
NA
1046
NewEdge Advisors
Louisiana
– -$711K -10,051 Closed
EAM
1047
Empirical Asset Management
Massachusetts
– -$630K -8,920 Closed
TPWA
1048
TRUE Private Wealth Advisors
Oregon
– -$573K -8,109 Closed
GAG
1049
GM Advisory Group
New York
– -$554K -7,844 Closed
CW
1050
CreativeOne Wealth
Kansas
– -$482K -6,827 Closed
40 41
42
43 44