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Otis Worldwide
OTIS

Overview Fund Activity

1,123 hedge funds and large institutions have $25.4B invested in Otis Worldwide in 2021 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 328 increasing their positions, 522 reducing their positions, and 118 closing their positions.

Holders
1,123
Holders Change
-38
Holders Change %
-3.27%
% of All Funds
19.77%
Holding in Top 10
12
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-25%
% of All Funds
0.21%
New
90
Increased
328
Reduced
522
Closed
118
Calls
$39M
Puts
$21.4M
Net Calls
+$17.6M
Net Calls Change
-$1.97M

Top Buyers

1
VAM
1
Vontobel Asset Management
New York
$276M
2
LCOV
2
London Company of Virginia
Virginia
$167M
3
BlackRock
3
BlackRock
New York
$2.35B
4
Invesco
4
Invesco
Georgia
$346M
5
Boston Partners
5
Boston Partners
Massachusetts
$228M

Top Sellers

1
State Street
1
State Street
Massachusetts
$1.82B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$186M
3
ProShare Advisors
3
ProShare Advisors
Maryland
$4.12M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$516M
5
CVA
5
Ceredex Value Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
T. Rowe Price Associates
26
T. Rowe Price Associates
Maryland
$213M +$26.7M +389,374 +14%
GCM
27
Gates Capital Management
New York
$203M +$18.7M +273,909 +10%
SCM
28
Suvretta Capital Management
New York
$197M +$11.1M +161,964 +6%
JPMorgan Chase & Co
29
JPMorgan Chase & Co
New York
$186M -$116M -1,694,519 -38%
Dimensional Fund Advisors
30
Dimensional Fund Advisors
Texas
$183M -$1.58M -23,109 -0.9%
Legal & General Group
31
Legal & General Group
United Kingdom
$173M -$1.35M -19,787 -0.8%
LCOV
32
London Company of Virginia
Virginia
$167M +$167M +2,446,518 New
Los Angeles Capital Management
33
Los Angeles Capital Management
California
$164M -$53.3M -779,216 -25%
Morgan Stanley
34
Morgan Stanley
New York
$163M -$87.4M -1,276,440 -35%
Caisse de Depot et Placement du Quebec (CDPQ)
35
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$150M -$16.4M -240,258 -10%
Deutsche Bank
36
Deutsche Bank
Germany
$143M -$88M -1,286,177 -38%
HSBC Holdings
37
HSBC Holdings
United Kingdom
$137M +$41M +597,127 +43%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$137M +$31.1M +453,850 +29%
MMH
39
Menora Mivtachim Holdings
Israel
$136M +$32M +467,000 +31%
Grantham, Mayo, Van Otterloo & Co (GMO)
40
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$135M -$3.46M -50,487 -3%
State of Wisconsin Investment Board
41
State of Wisconsin Investment Board
Wisconsin
$130M +$4.86M +71,012 +4%
Charles Schwab
42
Charles Schwab
California
$129M -$11.1M -162,538 -8%
Renaissance Technologies
43
Renaissance Technologies
New York
$127M +$61.6M +899,500 +94%
Sumitomo Mitsui Trust Group
44
Sumitomo Mitsui Trust Group
Japan
$122M +$9.52M +139,048 +8%
Nuveen Asset Management
45
Nuveen Asset Management
Illinois
$120M +$1.24M +18,103 +1%
Wellington Management Group
46
Wellington Management Group
Massachusetts
$119M +$30.8M +450,434 +35%
Primecap Management
47
Primecap Management
California
$115M +$43.4M +633,830 +60%
Arrowstreet Capital
48
Arrowstreet Capital
Massachusetts
$111M +$12.4M +180,972 +13%
Swiss National Bank
49
Swiss National Bank
Switzerland
$108M +$1.91M +27,900 +2%
Adage Capital Partners
50
Adage Capital Partners
Massachusetts
$106M +$41.1M +601,050 +63%
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