MCM
OTIS icon

Moore Capital Management’s Otis Worldwide OTIS Stock Holding History

Moore 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
2022
Q3 		– Sell
-224,256
Closed -$15.8M – 732
2022
Q2 		$15.8M Buy
+224,256
New +$16.5M 0.42% 42
2020
Q3 		– Sell
-46,358
Closed -$2.64M – 430
2020
Q2 		$2.64M Buy
+46,358
New +$2.4M 0.07% 181

Other funds holding OTIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Moore Capital Management's OTIS Position: Q3 2022 in Review

Moore Capital Management sold out of Otis Worldwide (OTIS) in Q3 2022, closing a stake of 224,256 shares — an estimated $15.8M sold.

Moore Capital Management first reported a position in OTIS in Q2 2020 and held it in 2 quarters. The position peaked at $15.8M in Q2 2022. 1,041 funds tracked by Wall St. Rank hold OTIS as of Q3 2022.

  • Moore Capital Management reported no remaining Otis Worldwide position as of Q3 2022 after selling out during the quarter.
  • Moore Capital Management sold 224,256 Otis Worldwide shares in Q3 2022, an estimated $15.8M.
  • Moore Capital Management first reported a position in Otis Worldwide in Q2 2020 and held it in 2 quarters.
  • Moore Capital Management's Otis Worldwide position peaked at $15.8M in Q2 2022.
  • 1,041 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2022.

Based on Moore Capital Management's 13F filing for Q3 2022, filed 14 Nov 2022.