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Otis Worldwide

1,123 hedge funds and large institutions have $31.9B invested in Otis Worldwide in 2023 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 333 increasing their positions, 445 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

97% more call options, than puts

Call options by funds: $193M | Put options by funds: $98.1M

46% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 65

2% more funds holding

Funds holding: 1,0991,123 (+24)

3% more capital invested

Capital invested by funds: $30.9B → $31.9B (+$1.02B)

10.61% less ownership

Funds ownership: 97.38%86.77% (-11%)

25% less repeat investments, than reductions

Existing positions increased: 333 | Existing positions reduced: 445

29% less funds holding in top 10

Funds holding in top 10: 1410 (-4)

Holders
1,123
Holders Change
+24
Holders Change %
+2.18%
% of All Funds
17.63%
Holding in Top 10
10
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-28.57%
% of All Funds
0.16%
New
95
Increased
333
Reduced
445
Closed
65
Calls
$193M
Puts
$98.1M
Net Calls
+$95.2M
Net Calls Change
+$151M
Name Holding Trade Value Shares
Change
Change in
Stake
Legal & General Group
26
Legal & General Group
United Kingdom
$278M +$10.9M +129,742 +4%
Lazard Asset Management
27
Lazard Asset Management
New York
$262M -$24M -284,806 -9%
SP
28
Sarasin & Partners
United Kingdom
$254M -$292M -3,471,476 -55%
Dimensional Fund Advisors
29
Dimensional Fund Advisors
Texas
$245M +$3.36M +39,848 +1%
AC
30
AKO Capital
United Kingdom
$230M -$9.79M -116,218 -4%
Los Angeles Capital Management
31
Los Angeles Capital Management
California
$222M +$5.84M +69,358 +3%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$214M +$81.2M +964,142 +67%
Brown Advisory
33
Brown Advisory
Maryland
$213M -$8.17M -96,998 -4%
Parnassus Investments
34
Parnassus Investments
California
$206M -$64.7M -767,404 -25%
UBS AM
35
UBS AM
Illinois
$206M
CS
36
Credit Suisse
Switzerland
$204M +$25.8M +306,456 +15%
VAM
37
Vontobel Asset Management
New York
$202M +$4.28M +50,798 +2%
MMH
38
Menora Mivtachim Holdings
Israel
$196M -$337K -4,000 -0.2%
OAC
39
OMERS Administration Corp
Ontario, Canada
$194M
Charles Schwab
40
Charles Schwab
California
$188M -$454K -5,390 -0.3%
LCOV
41
London Company of Virginia
Virginia
$187M -$11.1M -131,240 -6%
DVI
42
Deccan Value Investors
Connecticut
$180M -$8.85M -105,100 -5%
State of Wisconsin Investment Board
43
State of Wisconsin Investment Board
Wisconsin
$179M +$1.95M +23,166 +1%
PI
44
Putnam Investments
Massachusetts
$175M -$163K -1,932 -0.1%
Schroder Investment Management Group
45
Schroder Investment Management Group
United Kingdom
$171M -$23.4M -277,208 -13%
Goldman Sachs
46
Goldman Sachs
New York
$170M -$87.5M -1,038,163 -35%
GAM
47
Guinness Asset Management
United Kingdom
$155M +$11.9M +140,956 +9%
GCM
48
Gates Capital Management
New York
$155M -$21.1M -250,000 -13%
Primecap Management
49
Primecap Management
California
$151M -$1.2M -14,300 -0.8%
FIS
50
Fundsmith Investment Services
Mauritius
$150M +$4.65M +55,216 +3%