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Otis Worldwide
OTIS

Overview Fund Activity

1,117 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, 331 increasing their positions, 441 reducing their positions, and 65 closing their positions.

Holders
1,117
Holders Change
+24
Holders Change %
+2.2%
% of All Funds
17.62%
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
331
Reduced
441
Closed
65
Calls
$193M
Puts
$98.1M
Net Calls
+$95.2M
Net Calls Change
+$151M

Top Buyers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$1.09B
2
Norges Bank
2
Norges Bank
Norway
$537M
3
Millennium Management
3
Millennium Management
New York
$88.1M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$214M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$454M

Top Sellers

1
OIAM
1
OFI Invest Asset Management
France
$42.9M
2
SP
2
Sarasin & Partners
United Kingdom
$254M
3
Citadel Advisors
3
Citadel Advisors
Florida
$5.96M
4
Goldman Sachs
4
Goldman Sachs
New York
$170M
5
PAM
5
PineStone Asset Management
Quebec, Canada
$63.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Legal & General Group
26
Legal & General Group
United Kingdom
$278M 3,119,939 +129,742 +4%
Lazard Asset Management
27
Lazard Asset Management
New York
$262M 2,941,030 -284,806 -9%
SP
28
Sarasin & Partners
United Kingdom
$254M 2,852,448 -3,471,476 -55%
Dimensional Fund Advisors
29
Dimensional Fund Advisors
Texas
$245M 2,748,403 +39,848 +1%
AC
30
AKO Capital
United Kingdom
$230M 2,584,903 -116,218 -4%
Los Angeles Capital Management
31
Los Angeles Capital Management
California
$222M 2,489,058 +69,358 +3%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$214M 2,400,165 +964,142 +67%
Brown Advisory
33
Brown Advisory
Maryland
$213M 2,388,186 -96,998 -4%
Parnassus Investments
34
Parnassus Investments
California
$206M 2,316,927 -767,404 -25%
UBS AM
35
UBS AM
Illinois
$206M 2,443,338 – –
CS
36
Credit Suisse
Switzerland
$204M 2,286,645 +306,456 +15%
VAM
37
Vontobel Asset Management
New York
$202M 2,117,780 +50,798 +2%
MMH
38
Menora Mivtachim Holdings
Israel
$196M 2,206,776 -4,000 -0.2%
OAC
39
OMERS Administration Corp
Ontario, Canada
$194M 2,177,048 – –
Charles Schwab
40
Charles Schwab
California
$188M 2,115,983 -5,390 -0.3%
LCOV
41
London Company of Virginia
Virginia
$187M 2,096,451 -131,240 -6%
DVI
42
Deccan Value Investors
Connecticut
$180M 2,019,902 -105,100 -5%
State of Wisconsin Investment Board
43
State of Wisconsin Investment Board
Wisconsin
$179M 2,012,115 +23,166 +1%
PI
44
Putnam Investments
Massachusetts
$175M 1,962,034 -1,932 -0.1%
Schroder Investment Management Group
45
Schroder Investment Management Group
United Kingdom
$171M 1,922,043 -277,208 -13%
Goldman Sachs
46
Goldman Sachs
New York
$170M 1,912,387 -1,038,163 -35%
GAM
47
Guinness Asset Management
United Kingdom
$155M 1,738,056 +140,956 +9%
GCM
48
Gates Capital Management
New York
$155M 1,737,622 -250,000 -13%
Primecap Management
49
Primecap Management
California
$151M 1,699,341 -14,300 -0.8%
FIS
50
Fundsmith Investment Services
Mauritius
$150M 1,683,349 +55,216 +3%
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