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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 %
UBS Group
126
UBS Group
Switzerland
$17.1M -$23.4M -366,161 -58%
Squarepoint
127
Squarepoint
New York
$16.8M +$11.9M +186,138 +242%
Chevy Chase Trust
128
Chevy Chase Trust
Maryland
$16.6M +$78K +1,223 +0.5%
Skandinaviska Enskilda Banken (SEB)
129
Skandinaviska Enskilda Banken (SEB)
Sweden
$15.8M -$4.57M -71,663 -22%
RCW
130
Rheos Capital Works
Japan
$15.4M – – –
State of New Jersey Common Pension Fund D
131
State of New Jersey Common Pension Fund D
New Jersey
$15.2M +$167K +2,613 +1%
MSV
132
MN Services Vermogensbeheer
Netherlands
$15M -$1.09M -17,100 -7%
BTCPP
133
Border to Coast Pensions Partnership
United Kingdom
$14.2M – – –
Allianz Asset Management
134
Allianz Asset Management
Germany
$14M -$8.36M -131,060 -37%
Ohio Public Employees Retirement System (OPERS)
135
Ohio Public Employees Retirement System (OPERS)
Ohio
$13.9M +$33.2K +521 +0.2%
PI
136
PineBridge Investments
New York
$13.7M +$1.33M +20,814 +11%
CGI
137
Comgest Global Investors
France
$13.7M +$804K +12,606 +6%
MCM
138
MAI Capital Management
Ohio
$13.6M -$32.2K -504 -0.2%
Assenagon Asset Management
139
Assenagon Asset Management
Luxembourg
$13.5M -$51.1M -801,359 -79%
Treasurer of the State of North Carolina
140
Treasurer of the State of North Carolina
North Carolina
$13.5M +$155K +2,433 +1%
Man Group
141
Man Group
United Kingdom
$13.3M +$13.3M +208,337 New
Canada Pension Plan Investment Board
142
Canada Pension Plan Investment Board
Ontario, Canada
$13M -$2.84M -44,540 -18%
Toronto Dominion Bank
143
Toronto Dominion Bank
Ontario, Canada
$12.9M -$412K -6,456 -3%
IMRF
144
Illinois Municipal Retirement Fund
Illinois
$12.3M +$1.32M +20,742 +12%
ECM
145
ExodusPoint Capital Management
New York
$12.1M -$6.89M -107,928 -36%
Teacher Retirement System of Texas
146
Teacher Retirement System of Texas
Texas
$11.8M -$4M -62,750 -25%
DIA
147
Davidson Investment Advisors
Montana
$11.7M +$409K +6,407 +4%
ET
148
Equitable Trust
Tennessee
$11.6M +$4.46M +69,852 +62%
M&T Bank
149
M&T Bank
New York
$11.2M +$559K +8,762 +5%
Swedbank
150
Swedbank
Sweden
$11.1M +$185K +2,900 +2%
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6
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