Balyasny Asset Management
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Balyasny Asset Management’s Otis Worldwide OTIS Stock Holding History

Balyasny Asset Management’s Portfolio OTIS Stock Details OTIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-2,900
Closed -$301K – 3131
2024
Q3 		$301K Sell
2,900
-75,000
-96% -$7.15M ﹤0.01% 2456
2024
Q2 		$7.5M Buy
+77,900
New +$7.51M 0.01% 1004

Other funds holding OTIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Balyasny Asset Management's OTIS Position: Q1 2026 in Review

Balyasny Asset Management reduced its Otis Worldwide (OTIS) stake by 95% in Q1 2026, selling an estimated $10.8M and leaving 6,199 shares worth $478K. The position accounts for ﹤0.01% of the portfolio, ranked #2391.

Balyasny Asset Management first reported a position in OTIS in Q2 2020 and has held it in 13 quarters since. The position peaked at $107M in Q1 2023. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Balyasny Asset Management held 6,199 shares of Otis Worldwide worth $478K as of Q1 2026.
  • Balyasny Asset Management sold 123,152 Otis Worldwide shares in Q1 2026, an estimated $10.8M.
  • Otis Worldwide made up ﹤0.01% of Balyasny Asset Management's portfolio in Q1 2026, its #2391 holding.
  • Balyasny Asset Management first reported a position in Otis Worldwide in Q2 2020 and has held it in 13 quarters since.
  • Balyasny Asset Management's Otis Worldwide position peaked at $107M in Q1 2023.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Balyasny Asset Management's 13F filing for Q1 2026, filed 15 May 2026.