Hudson Bay Capital Management
OTIS icon

Hudson Bay Capital Management’s Otis Worldwide OTIS Stock Holding History

Hudson Bay Capital 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
2026
Q1 		$1.08M Hold
14,076
– – ﹤0.01% 864
2025
Q4 		$1.23M Sell
14,076
-1,844
-12% -$165K ﹤0.01% 776
2025
Q3 		$1.46M Sell
15,920
-20,169
-56% -$1.83M ﹤0.01% 803
2025
Q2 		$3.57M Sell
36,089
-22,187
-38% -$2.14M 0.01% 640
2025
Q1 		$6.01M Buy
+58,276
New +$5.69M 0.02% 546
2021
Q3 		– Sell
-67,000
Closed -$5.48M – 1059
2021
Q2 		$5.48M Buy
+67,000
New +$5.16M 0.07% 309

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

Hudson Bay Capital Management's OTIS Position: Q1 2026 in Review

Hudson Bay Capital Management held its Otis Worldwide (OTIS) position steady in Q1 2026 at 14,076 shares worth $1.08M. The position accounts for ﹤0.01% of the portfolio, ranked #864.

Hudson Bay Capital Management first reported a position in OTIS in Q2 2021 and has held it in 6 quarters since. The position peaked at $6.01M in Q1 2025. 1,234 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Hudson Bay Capital Management held 14,076 shares of Otis Worldwide worth $1.08M as of Q1 2026.
  • Hudson Bay Capital Management left its Otis Worldwide share count unchanged in Q1 2026.
  • Otis Worldwide made up ﹤0.01% of Hudson Bay Capital Management's portfolio in Q1 2026, its #864 holding.
  • Hudson Bay Capital Management first reported a position in Otis Worldwide in Q2 2021 and has held it in 6 quarters since.
  • Hudson Bay Capital Management's Otis Worldwide position peaked at $6.01M in Q1 2025.
  • 1,234 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Hudson Bay Capital Management's 13F filing for Q1 2026, filed 13 May 2026.