OTIS icon

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 %
Asset Management One
151
Asset Management One
Japan
$11.1M -$75.7K -1,187 -0.7%
CIC
152
Carnegie Investment Counsel
Ohio
$10.9M -$1.82M -28,489 -14%
CWM
153
CIBC World Markets
New York
$10.7M -$1.48M -23,139 -12%
Creative Planning
154
Creative Planning
Kansas
$10.6M -$69.9K -1,096 -0.7%
Commonwealth Equity Services
155
Commonwealth Equity Services
Massachusetts
$10.1M +$583K +9,142 +6%
AIM
156
Alphinity Investment Management
Australia
$10.1M -$1.69M -26,425 -14%
Royal London Asset Management
157
Royal London Asset Management
United Kingdom
$10M – – –
US Bancorp
158
US Bancorp
Minnesota
$9.96M -$244K -3,832 -2%
Bank Julius Baer & Co
159
Bank Julius Baer & Co
Switzerland
$9.75M +$1.01M +15,836 +12%
Robeco Institutional Asset Management
160
Robeco Institutional Asset Management
Netherlands
$9.69M +$259K +4,061 +3%
MA
161
MUFG Americas
New York
$9.68M -$279K -4,369 -3%
Axa
162
Axa
France
$9.68M +$2.46M +38,496 +34%
TD Asset Management
163
TD Asset Management
Ontario, Canada
$9.67M +$262K +4,065 +3%
Jacobs Levy Equity Management
164
Jacobs Levy Equity Management
New Jersey
$9.67M -$3.72M -58,346 -28%
UCFA
165
United Capital Financial Advisors
Texas
$9.6M -$103K -1,612 -1%
Allspring Global Investments
166
Allspring Global Investments
North Carolina
$9.15M -$1.91M -29,930 -17%
Ensign Peak Advisors
167
Ensign Peak Advisors
Utah
$9.06M +$1.24M +19,360 +16%
NLGIA
168
Nippon Life Global Investors Americas
New York
$8.99M -$6.53M -102,375 -42%
Retirement Systems of Alabama
169
Retirement Systems of Alabama
Alabama
$8.91M -$37.2K -583 -0.4%
Franklin Resources
170
Franklin Resources
California
$8.86M -$219K -3,433 -2%
DekaBank Deutsche Girozentrale
171
DekaBank Deutsche Girozentrale
Germany
$8.85M -$4.33M -67,424 -33%
PI
172
PGGM Investments
Netherlands
$8.71M +$8.71M +136,541 New
AAF
173
Andra AP-fonden
Sweden
$8.49M -$2.6M -40,700 -23%
TC
174
TwinBeech Capital
New York
$8.4M +$8.05M +126,133 +2,254%
SGK
175
Steigerwald Gordon & Koch
Virginia
$8.37M +$306K +4,791 +4%
5 6
7
8 9