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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 %
LPL Financial
201
LPL Financial
California
$6.72M -$79.5K -1,246 -1%
LIP
202
Liontrust Investment Partners
United Kingdom
$6.7M -$3.51M -55,000 -34%
Nisa Investment Advisors
203
Nisa Investment Advisors
Missouri
$6.68M -$2.11M -33,019 -24%
FDCDDQ
204
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.67M +$766 +12 +0%
Aberdeen Group
205
Aberdeen Group
United Kingdom
$6.66M +$2.94K +46 +0%
SOADOR
206
State of Alaska Department of Revenue
Alaska
$6.48M -$584K -9,160 -8%
JPMPWA
207
J.P. Morgan Private Wealth Advisors
California
$6.44M +$153K +2,400 +2%
BAM
208
Broadcrest Asset Management
Florida
$6.38M -$6.38M -100,000 -50%
Nomura Asset Management
209
Nomura Asset Management
Japan
$6.35M -$78.7K -1,234 -1%
Nordea Investment Management
210
Nordea Investment Management
Sweden
$6.32M +$63.4K +984 +1%
GG
211
Greenwood Gearhart
Arkansas
$6.2M +$310K +4,863 +5%
SIC
212
Schwartz Investment Counsel
Michigan
$6.19M – – –
Osaic Holdings
213
Osaic Holdings
Arizona
$6.17M +$66.8K +1,047 +1%
Calamos Advisors
214
Calamos Advisors
Illinois
$6.15M – – –
First Manhattan
215
First Manhattan
New York
$6.07M -$225K -3,525 -4%
BG
216
Bahl & Gaynor
Ohio
$5.97M -$227K -3,562 -4%
CFB
217
Cullen/Frost Bankers
Texas
$5.79M +$199K +3,112 +4%
BPCE
218
Bank Pictet & Cie (Europe)
Germany
$5.78M -$11.7M -183,285 -67%
EAMA
219
EFG Asset Management (Americas)
Florida
$5.65M -$299K -4,678 -5%
DZ Bank
220
DZ Bank
Germany
$5.41M – – –
BFS
221
Bradley Foster & Sargent
Connecticut
$5.4M -$321K -5,038 -6%
AIA
222
Allied Investment Advisors
Montana
$5.32M +$191K +2,989 +4%
KeyBank National Association
223
KeyBank National Association
Ohio
$5.26M -$183K -2,873 -3%
FRAF
224
Första AP-fonden
Sweden
$5.24M -$791K -12,400 -13%
GG
225
Gofen & Glossberg
Illinois
$5.24M +$258K +4,045 +5%
7 8
9
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