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Caxton Associates (UK)’s Otis Worldwide OTIS Stock Holding History

Caxton Associates (UK)’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
2026
Q1 		$4.07M Buy
52,813
+7,754
+17% +$678K 0.09% 85
2025
Q4 		$3.94M Buy
45,059
+42,382
+1,583% +$3.79M 0.08% 91
2025
Q3 		$245K Sell
2,677
-2,097
-44% -$190K 0.01% 586
2025
Q2 		$473K Sell
4,774
-9,942
-68% -$960K 0.01% 441
2025
Q1 		$1.52M Buy
+14,716
New +$1.44M 0.05% 225

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

Caxton Associates (UK)'s OTIS Position: Q1 2026 in Review

Caxton Associates (UK) increased its Otis Worldwide (OTIS) stake by 17% in Q1 2026, buying an estimated $678K and bringing the position to 52,813 shares worth $4.07M. The position accounts for 0.09% of the portfolio, ranked #85.

Caxton Associates (UK) first reported a position in OTIS in Q1 2025 and has held it in 5 quarters since. 1,234 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Caxton Associates (UK) held 52,813 shares of Otis Worldwide worth $4.07M as of Q1 2026.
  • Caxton Associates (UK) bought 7,754 Otis Worldwide shares in Q1 2026, an estimated $678K.
  • Otis Worldwide made up 0.09% of Caxton Associates (UK)'s portfolio in Q1 2026, its #85 holding.
  • Caxton Associates (UK) first reported a position in Otis Worldwide in Q1 2025 and has held it in 5 quarters since.
  • 1,234 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Caxton Associates (UK)'s 13F filing for Q1 2026, filed 14 May 2026.