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Otis Worldwide

1,200 hedge funds and large institutions have $34.8B invested in Otis Worldwide in 2024 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 384 increasing their positions, 445 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

261% more call options, than puts

Call options by funds: $169M | Put options by funds: $46.9M

34% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 76

5% more capital invested

Capital invested by funds: $33B → $34.8B (+$1.72B)

1% more funds holding

Funds holding: 1,1891,200 (+11)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

3.87% less ownership

Funds ownership: 90.27%86.39% (-3.9%)

14% less repeat investments, than reductions

Existing positions increased: 384 | Existing positions reduced: 445

Holders
1,200
Holders Change
+11
Holders Change %
+0.93%
% of All Funds
17.29%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
102
Increased
384
Reduced
445
Closed
76
Calls
$169M
Puts
$46.9M
Net Calls
+$123M
Net Calls Change
+$41.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
26
Franklin Resources
California
$264M +$231M +2,496,860 +1,517%
Goldman Sachs
27
Goldman Sachs
New York
$255M +$31.6M +341,405 +15%
MMH
28
Menora Mivtachim Holdings
Israel
$242M -$2.37M -25,638 -1%
Dimensional Fund Advisors
29
Dimensional Fund Advisors
Texas
$240M -$727K -7,863 -0.3%
Los Angeles Capital Management
30
Los Angeles Capital Management
California
$231M -$2.33M -25,199 -1%
OAC
31
OMERS Administration Corp
Ontario, Canada
$231M
Schroder Investment Management Group
32
Schroder Investment Management Group
United Kingdom
$229M +$85M +919,714 +66%
T. Rowe Price Associates
33
T. Rowe Price Associates
Maryland
$225M -$35.7M -385,907 -15%
UIM
34
USS Investment Management
United Kingdom
$219M +$1.05M +11,320 +0.5%
Charles Schwab
35
Charles Schwab
California
$218M +$2M +21,684 +1%
LCOV
36
London Company of Virginia
Virginia
$217M +$2.41M +26,077 +1%
Boston Partners
37
Boston Partners
Massachusetts
$200M -$110M -1,187,755 -37%
Primecap Management
38
Primecap Management
California
$187M +$203K +2,200 +0.1%
PAM
39
PineStone Asset Management
Quebec, Canada
$186M -$135M -1,465,434 -44%
Lazard Asset Management
40
Lazard Asset Management
New York
$176M -$15.3M -165,113 -8%
GAM
41
Guinness Asset Management
United Kingdom
$175M -$2.26M -24,448 -1%
State of Wisconsin Investment Board
42
State of Wisconsin Investment Board
Wisconsin
$174M -$31.9M -345,158 -16%
Jacobs Levy Equity Management
43
Jacobs Levy Equity Management
New Jersey
$170M +$9.68M +104,730 +7%
FIS
44
Fundsmith Investment Services
Mauritius
$169M +$635K +6,873 +0.4%
Pictet Asset Management
45
Pictet Asset Management
Switzerland
$152M +$6.89M +74,508 +5%
CS
46
Credit Suisse
Switzerland
$152M -$39.9M -432,147 -22%
Deutsche Bank
47
Deutsche Bank
Germany
$144M +$2.41M +26,033 +2%
Jennison Associates
48
Jennison Associates
New York
$136M +$1.46M +15,780 +1%
Voloridge Investment Management
49
Voloridge Investment Management
Florida
$131M +$48.6M +525,630 +66%
ClearBridge Investments
50
ClearBridge Investments
New York
$131M -$3.48M -37,613 -3%