Otis Worldwide
OTIS
1,041 hedge funds and large institutions have $22.6B invested in Otis Worldwide in 2022 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 288 increasing their positions, 457 reducing their positions, and 93 closing their positions.
0.68% more ownership
Funds ownership: 83.47% → 84.15% (+0.68%)
4% less funds holding
Funds holding: 1,086 → 1,041 (-45)
9% less capital invested
Capital invested by funds: $24.9B → $22.6B (-$2.32B)
31% less funds holding in top 10
Funds holding in top 10: 13 → 9 (-4)
31% less first-time investments, than exits
New positions opened: 64 | Existing positions closed: 93
37% less call options, than puts
Call options by funds: $206M | Put options by funds: $324M
37% less repeat investments, than reductions
Existing positions increased: 288 | Existing positions reduced: 457
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fundsmith LLP
London,
United Kingdom
|
+$460M |
| 2 |
Mitsubishi UFJ Asset Management
Tokyo,
Japan
|
+$186M |
| 3 |
Boston Partners
Boston,
Massachusetts
|
+$138M |
| 4 |
FIS
Fundsmith Investment Services
Grande Riviere Noire,
Mauritius
|
+$118M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
+$76.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$125M |
| 2 |
BCF
BLS Capital Fondsmaeglerselskab
Klampenborg,
Denmark
|
-$106M |
| 3 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$102M |
| 4 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
-$58.6M |
| 5 |
BlackRock
New York
|
-$55.6M |
OTIS Hedge Fund Activity: Q3 2022 in Review
1,041 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Otis Worldwide (OTIS) for Q3 2022, worth a combined $22.6B — down 9.3% from $24.9B a quarter earlier.
Sellers outnumbered buyers: 93 funds closed out of OTIS and 64 opened new positions — a net loss of 29 holders — while 457 trimmed existing stakes and 288 added.
The largest buyer was Fundsmith LLP, opening a new position worth an estimated $460M. The largest seller was JP Morgan Chase, cutting an estimated $125M.
- 1,041 institutional investors held Otis Worldwide (OTIS) as of Q3 2022, down from 1,086 in Q2 2022.
- Funds reported $22.6B of Otis Worldwide stock for Q3 2022, down 9.3% quarter-over-quarter.
- 64 funds opened new Otis Worldwide positions in Q3 2022 and 93 closed out, a net change of -29 holders.
- The largest Otis Worldwide buyer in Q3 2022 was Fundsmith LLP, an estimated $460M added.
- The largest Otis Worldwide seller in Q3 2022 was JP Morgan Chase, an estimated $125M sold.
Based on aggregated 13F filings for Q3 2022.