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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 %
BAS
1051
Brown Advisory Securities
Maryland
– -$394K -5,580 Closed
BL
1052
Balentine LLC
Georgia
– -$345K -4,884 Closed
CFO
1053
Collective Family Office
Pennsylvania
– -$301K -4,255 Closed
RCM
1054
RB Capital Management
Nevada
– -$281K -3,981 Closed
SDIC
1055
South Dakota Investment Council
South Dakota
– -$254K -3,600 Closed
WPW
1056
Waldron Private Wealth
Pennsylvania
– -$247K -3,505 Closed
CA
1057
Cullinan Associates
Kentucky
– -$245K -3,463 Closed
RMCM
1058
Reynders McVeigh Capital Management
Massachusetts
– -$240K -3,402 Closed
CBB
1059
Citizens Business Bank
California
– -$240K -3,400 Closed
EP
1060
Eudaimonia Partners
Tennessee
– -$232K -3,285 Closed
LOAMS
1061
Lombard Odier Asset Management (Switzerland)
Switzerland
– -$232K -3,282 Closed
HCM
1062
Howland Capital Management
Massachusetts
– -$231K -3,267 Closed
JMFC
1063
J.M. Forbes & Co
Massachusetts
– -$228K -3,226 Closed
JAFL
1064
Jay A. Fishman Ltd
Michigan
– -$226K -3,195 Closed
SWMP
1065
Signature Wealth Management Partners
New Jersey
– -$223K -3,162 Closed
MMPW
1066
Mitchell McLeod Pugh & Williams
Alabama
– -$223K -3,153 Closed
SG
1067
StoneX Group
New York
– -$221K -3,121 Closed
ZCM
1068
Ziegler Capital Management
Illinois
– -$220K -3,108 Closed
LWAC
1069
Laurel Wealth Advisors (California)
California
– -$220K -3,106 Closed
BEAM
1070
Baker Ellis Asset Management
Washington
– -$218K -3,088 Closed
OWP
1071
Obermeyer Wealth Partners
Colorado
– -$218K -3,085 Closed
DWA
1072
Douglass Winthrop Advisors
New York
– -$217K -3,075 Closed
PTCG
1073
Pring Turner Capital Group
California
– -$217K -3,075 Closed
LCM
1074
LCM Capital Management
Illinois
– -$217K -3,069 Closed
JLBC
1075
J.L. Bainbridge & Co
Florida
– -$217K -3,066 Closed
41 42
43
44 45