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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 %
HW
1076
Hancock Whitney
Mississippi
– -$216K -3,049 Closed
ESB
1077
Essex Savings Bank
Connecticut
– -$213K -3,015 Closed
LI
1078
LMCG Investments
Massachusetts
– -$213K -3,008 Closed
ST
1079
Spinnaker Trust
Maine
– -$212K -3,000 Closed
B
1080
Bailard
California
– -$211K -2,985 Closed
FFM
1081
Forum Financial Management
Illinois
– -$210K -2,975 Closed
9WM
1082
9258 Wealth Management
Ohio
– -$209K -2,956 Closed
FCBT
1083
First Citizens Bank & Trust
North Carolina
– -$208K -2,950 Closed
RSVP
1084
Ramsay Stattman Vela & Price
Colorado
– -$206K -2,922 Closed
PFGIA
1085
Patriot Financial Group Insurance Agency
Massachusetts
– -$206K -2,917 Closed
FTC
1086
Farmers Trust Company
Ohio
– -$206K -2,912 Closed
CCM
1087
Compton Capital Management
Rhode Island
– -$205K -2,897 Closed
CI
1088
Conning Inc
Connecticut
– -$204K -2,880 Closed
SCM
1089
Shelton Capital Management
Colorado
– -$203K -2,878 Closed
CWM
1090
Calamos Wealth Management
Illinois
– -$203K -2,873 Closed
TA
1091
Tiedemann Advisors
New York
– -$202K -2,857 Closed
WPW
1092
Warther Private Wealth
Ohio
– -$204K -2,843 Closed
IFWM
1093
Institute for Wealth Management
Colorado
– -$200K -2,829 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1094
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$187K -2,647 Closed
COCM
1095
Charter Oak Capital Management
New Hampshire
– -$180K -2,548 Closed
PFS
1096
Prospera Financial Services
Texas
– -$171K -2,420 Closed
CI
1097
CX Institutional
Indiana
– -$167K -2,356 Closed
VRM
1098
Vectors Research Management
New York
– -$135K -1,906 Closed
CWP
1099
Concord Wealth Partners
Virginia
– -$113K -1,600 Closed
FBT
1100
First Bank & Trust
South Dakota
– -$110K -1,557 Closed
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