OTIS icon

Otis Worldwide
OTIS

Overview Fund Activity

1,093 hedge funds and large institutions have $30.9B invested in Otis Worldwide in 2023 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 342 increasing their positions, 434 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,093
Holders Change
-8
Holders Change %
-0.73%
% of All Funds
17.5%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.22%
New
89
Increased
342
Reduced
434
Closed
70
Calls
$214M
Puts
$270M
Net Calls
-$55.3M
Net Calls Change
+$143M

Top Buyers

1
SP
1
Sarasin & Partners
United Kingdom
$534M
2
PAM
2
PineStone Asset Management
Quebec, Canada
$142M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$716M
4
Goldman Sachs
4
Goldman Sachs
New York
$249M
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$186M

Top Sellers

1
SCM
1
Suvretta Capital Management
New York
$0
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$369M
3
Boston Partners
3
Boston Partners
Massachusetts
$397M
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$889K
5
Caisse de Depot et Placement du Quebec (CDPQ)
5
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$7.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
Lazard Asset Management
26
Lazard Asset Management
New York
$272M -$16.7M -198,156 -6%
Mitsubishi UFJ Asset Management
27
Mitsubishi UFJ Asset Management
Japan
$261M +$10.5M +124,121 +4%
Parnassus Investments
28
Parnassus Investments
California
$260M -$19.8M -235,151 -7%
Legal & General Group
29
Legal & General Group
United Kingdom
$252M +$6.62M +78,477 +3%
Goldman Sachs
30
Goldman Sachs
New York
$249M +$81.3M +963,554 +48%
Dimensional Fund Advisors
31
Dimensional Fund Advisors
Texas
$229M +$938K +11,109 +0.4%
AC
32
AKO Capital
United Kingdom
$228M -$10.6M -125,323 -4%
Brown Advisory
33
Brown Advisory
Maryland
$210M +$10.1M +119,644 +5%
UBS AM
34
UBS AM
Illinois
$206M +$9.63M +114,132 +5%
Los Angeles Capital Management
35
Los Angeles Capital Management
California
$204M +$48.6M +575,863 +31%
Citadel Advisors
36
Citadel Advisors
Florida
$202M +$24.7M +292,586 +14%
LCOV
37
London Company of Virginia
Virginia
$188M -$1.51M -17,918 -0.8%
VAM
38
Vontobel Asset Management
New York
$187M -$16.1M -177,209 -8%
MMH
39
Menora Mivtachim Holdings
Israel
$187M -$1.13M -13,400 -0.6%
Schroder Investment Management Group
40
Schroder Investment Management Group
United Kingdom
$186M +$70.4M +834,260 +61%
OAC
41
OMERS Administration Corp
Ontario, Canada
$184M – – –
DVI
42
Deccan Value Investors
Connecticut
$179M -$19.8M -235,100 -10%
Charles Schwab
43
Charles Schwab
California
$179M +$880K +10,426 +0.5%
State of Wisconsin Investment Board
44
State of Wisconsin Investment Board
Wisconsin
$168M +$27.5M +325,488 +20%
GCM
45
Gates Capital Management
New York
$168M – – –
CS
46
Credit Suisse
Switzerland
$167M -$3.47M -41,113 -2%
PI
47
Putnam Investments
Massachusetts
$166M +$4.47M +53,012 +3%
PAMS
48
Pictet Asset Management (Switzerland)
Switzerland
$146M +$30M +355,475 +26%
Primecap Management
49
Primecap Management
California
$145M +$7.33M +86,800 +5%
PAM
50
PineStone Asset Management
Quebec, Canada
$142M +$124M +1,474,467 +693%
1
2
3 4 5