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Otis Worldwide
OTIS

Overview Fund Activity

1,161 hedge funds and large institutions have $25.2B invested in Otis Worldwide in 2020 Q4 according to their latest regulatory filings, with 154 funds opening new positions, 291 increasing their positions, 533 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,161
Holders Change
+54
Holders Change %
+4.88%
% of All Funds
20.6%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.28%
New
154
Increased
291
Reduced
533
Closed
87
Calls
$34.3M
Puts
$14.7M
Net Calls
+$19.6M
Net Calls Change
+$87K

Top Buyers

1
Deutsche Bank
Deutsche Bank
Germany
$228M
2
Viking Global Investors
Viking Global Investors
Connecticut
$365M
3
Morgan Stanley
Morgan Stanley
New York
$247M
4
Invesco
Invesco
Georgia
$212M
5
Capital Research Global Investors
Capital Research Global Investors
California
$602M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$274M
2
Dodge & Cox
Dodge & Cox
California
$451M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$184M
4
State Street
State Street
Massachusetts
$2.27B
5
MWA
Marshall Wace Asia
Hong Kong
$79.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Invesco
26
Invesco
Georgia
$212M +$131M +1,946,016 +164%
T. Rowe Price Associates
27
T. Rowe Price Associates
Maryland
$184M -$106M -1,563,973 -37%
SCM
28
Suvretta Capital Management
New York
$183M -$82.5K -1,221 -0%
Dimensional Fund Advisors
29
Dimensional Fund Advisors
Texas
$182M -$82.6K -1,223 -0%
GCM
30
Gates Capital Management
New York
$182M +$8.7M +128,838 +5%
Legal & General Group
31
Legal & General Group
United Kingdom
$172M +$3M +44,385 +2%
Caisse de Depot et Placement du Quebec (CDPQ)
32
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$165M +$39.3M +581,855 +31%
CIBC Private Wealth Group
33
CIBC Private Wealth Group
Georgia
$160M +$6.09M +90,212 +4%
Charles Schwab
34
Charles Schwab
California
$139M +$315K +4,670 +0.2%
Grantham, Mayo, Van Otterloo & Co (GMO)
35
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$136M -$692K -10,241 -0.5%
Artisan Partners
36
Artisan Partners
Wisconsin
$134M +$4.02M +59,448 +3%
Boston Partners
37
Boston Partners
Massachusetts
$125M -$6.41M -94,929 -5%
State of Wisconsin Investment Board
38
State of Wisconsin Investment Board
Wisconsin
$123M -$2.83M -41,931 -2%
AAMU
39
Amundi Asset Management US
Massachusetts
$121M +$1.4M +20,742 +1%
Schroder Investment Management Group
40
Schroder Investment Management Group
United Kingdom
$120M -$49.3M -729,976 -29%
Nuveen Asset Management
41
Nuveen Asset Management
Illinois
$117M -$11.4M -169,216 -9%
Wells Fargo
42
Wells Fargo
California
$114M +$13M +192,208 +13%
ProShare Advisors
43
ProShare Advisors
Maryland
$112M +$389K +5,756 +0.3%
Sumitomo Mitsui Trust Group
44
Sumitomo Mitsui Trust Group
Japan
$111M -$62.4M -924,486 -36%
Swiss National Bank
45
Swiss National Bank
Switzerland
$105M -$3.22M -47,700 -3%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$104M +$12.3M +181,753 +13%
Goldman Sachs
47
Goldman Sachs
New York
$104M +$19.3M +285,631 +23%
UBS AM
48
UBS AM
Illinois
$102M +$7.29M +107,916 +8%
MMH
49
Menora Mivtachim Holdings
Israel
$102M -$203K -3,000 -0.2%
PI
50
Putnam Investments
Massachusetts
$101M +$6.87M +101,689 +7%
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