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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 %
AW
1101
ACG Wealth
Georgia
– -$96K -1,363 Closed
CCM
1102
Chilton Capital Management
Texas
– -$89K -1,260 Closed
1IA
1103
1834 Investment Advisors
Wisconsin
– -$76K -1,075 Closed
CA
1104
CoreCap Advisors
Michigan
– -$58K -826 Closed
STCOSD
1105
Sageworth Trust Company of South Dakota
South Dakota
– -$46K -657 Closed
GLLW
1106
Graves Light Lenhart Wealth
Virginia
– -$44K -619 Closed
AIP
1107
Ahrens Investment Partners
Louisiana
– -$42K -601 Closed
RIM
1108
Rockbridge Investment Management
New York
– -$38K -537 Closed
Loomis, Sayles & Company
1109
Loomis, Sayles & Company
Massachusetts
– -$24K -339 Closed
SC
1110
Sierra Capital
Florida
– -$22K -307 Closed
CJL
1111
Cyrus J. Lawrence
New York
– -$21K -302 Closed
FBC
1112
Fairfield, Bush & Co
Connecticut
– -$19K -271 Closed
BMD
1113
Better Money Decisions
New Mexico
– -$14K -200 Closed
HWA
1114
HHM Wealth Advisors
Tennessee
– -$12K -167 Closed
DWP
1115
Destiny Wealth Partners
Florida
– -$7K -98 Closed
CWM
1116
Curi Wealth Management
North Carolina
– -$7K -97 Closed
WOSD
1117
WFA of San Diego
California
– -$5K -75 Closed
SFG
1118
Steward Financial Group
Texas
– -$5K -74 Closed
GWSG
1119
GPS Wealth Strategies Group
Colorado
– -$5K -66 Closed
RG
1120
Retirement Group
California
– -$23K -36 Closed
GKIM
1121
GW&K Investment Management
Massachusetts
– -$2K -35 Closed
WWM
1122
Wagner Wealth Management
South Carolina
– -$1K -21 Closed
PO
1123
Private Ocean
California
– -$1K -15 Closed
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