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Otis Worldwide
OTIS

Overview Fund Activity

1,107 hedge funds and large institutions have $23B invested in Otis Worldwide in 2020 Q3 according to their latest regulatory filings, with 113 funds opening new positions, 257 increasing their positions, 570 reducing their positions, and 124 closing their positions.

Holders
1,107
Holders Change
-17
Holders Change %
-1.51%
% of All Funds
22.4%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.3%
New
113
Increased
257
Reduced
570
Closed
124
Calls
$28.1M
Puts
$8.65M
Net Calls
+$19.5M
Net Calls Change
+$11.1M

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$564M
2
Viking Global Investors
2
Viking Global Investors
Connecticut
$187M
3
Los Angeles Capital Management
3
Los Angeles Capital Management
California
$189M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$87.5M
5
CVA
5
Ceredex Value Advisors
Florida
$120M

Top Sellers

1
CS
1
Credit Suisse
Switzerland
$418M
2
Adage Capital Partners
2
Adage Capital Partners
Massachusetts
$64.6M
3
Franklin Resources
3
Franklin Resources
California
$46.3M
4
Citadel Advisors
4
Citadel Advisors
Florida
$3.7M
5
BAM
5
Burgundy Asset Management
Ontario, Canada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Dimensional Fund Advisors
26
Dimensional Fund Advisors
Texas
$169M 2,700,967 -45,434 -2%
Sumitomo Mitsui Trust Group
27
Sumitomo Mitsui Trust Group
Japan
$160M 2,569,509 +196,883 +8%
GCM
28
Gates Capital Management
New York
$160M 2,567,252 +176,483 +7%
Schroder Investment Management Group
29
Schroder Investment Management Group
United Kingdom
$159M 2,513,666 +310,481 +14%
Legal & General Group
30
Legal & General Group
United Kingdom
$156M 2,500,056 +58,141 +2%
MWA
31
Marshall Wace Asia
Hong Kong
$152M 2,429,961 -1,363,345 -36%
CIBC Private Wealth Group
32
CIBC Private Wealth Group
Georgia
$142M 2,271,755 +506,113 +29%
Charles Schwab
33
Charles Schwab
California
$128M 2,048,440 +5,627 +0.3%
Grantham, Mayo, Van Otterloo & Co (GMO)
34
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$127M 2,028,539 +398,686 +24%
Boston Partners
35
Boston Partners
Massachusetts
$121M 1,943,348 -115,905 -6%
Artisan Partners
36
Artisan Partners
Wisconsin
$120M 1,929,087 -361,881 -16%
CVA
37
Ceredex Value Advisors
Florida
$120M 1,927,971 +1,203,571 +166%
Nuveen Asset Management
38
Nuveen Asset Management
Illinois
$119M 1,901,634 -264,486 -12%
State of Wisconsin Investment Board
39
State of Wisconsin Investment Board
Wisconsin
$116M 1,863,013 -6,780 -0.4%
Caisse de Depot et Placement du Quebec (CDPQ)
40
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$116M 1,853,497 +62,000 +3%
AAMU
41
Amundi Asset Management US
Massachusetts
$110M 1,768,443 +3,955 +0.2%
Morgan Stanley
42
Morgan Stanley
New York
$105M 1,687,913 -248,650 -13%
ProShare Advisors
43
ProShare Advisors
Maryland
$103M 1,656,780 -54,440 -3%
HSBC Holdings
44
HSBC Holdings
United Kingdom
$103M 1,630,607 +930,641 +133%
Fisher Asset Management
45
Fisher Asset Management
Washington
$102M 1,631,616 -511,197 -24%
Janus Henderson Group
46
Janus Henderson Group
United Kingdom
$101M 1,620,126 +389,708 +32%
Arrowstreet Capital
47
Arrowstreet Capital
Massachusetts
$101M 1,613,757 +1,092,621 +210%
Swiss National Bank
48
Swiss National Bank
Switzerland
$100M 1,601,354 -19,700 -1%
MMH
49
Menora Mivtachim Holdings
Israel
$94.7M 1,516,500 +505,000 +50%
Wells Fargo
50
Wells Fargo
California
$93.1M 1,492,147 -259,942 -15%
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