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Otis Worldwide
OTIS

Overview Fund Activity

1,191 hedge funds and large institutions have $34.7B invested in Otis Worldwide in 2024 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 383 increasing their positions, 441 reducing their positions, and 76 closing their positions.

Holders
1,191
Holders Change
+10
Holders Change %
+0.85%
% of All Funds
17.27%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
100
Increased
383
Reduced
441
Closed
76
Calls
$169M
Puts
$46.9M
Net Calls
+$123M
Net Calls Change
+$41.4M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.11B
2
Franklin Resources
2
Franklin Resources
California
$264M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$2.14B
4
CF
4
Canoe Financial
Alberta, Canada
$101M
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$229M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.29B
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$350M
3
Dodge & Cox
3
Dodge & Cox
California
$2.21M
4
PAM
4
PineStone Asset Management
Quebec, Canada
$186M
5
Boston Partners
5
Boston Partners
Massachusetts
$200M
Name Market Value Shares Shares
Change 		Shares
Change %
Franklin Resources
26
Franklin Resources
California
$264M 2,661,499 +2,496,860 +1,517%
Goldman Sachs
27
Goldman Sachs
New York
$255M 2,568,336 +341,405 +15%
MMH
28
Menora Mivtachim Holdings
Israel
$242M 2,435,198 -25,638 -1%
Dimensional Fund Advisors
29
Dimensional Fund Advisors
Texas
$240M 2,421,136 -7,863 -0.3%
Los Angeles Capital Management
30
Los Angeles Capital Management
California
$231M 2,327,531 -25,199 -1%
OAC
31
OMERS Administration Corp
Ontario, Canada
$231M 2,324,016 – –
Schroder Investment Management Group
32
Schroder Investment Management Group
United Kingdom
$229M 2,310,102 +919,714 +66%
T. Rowe Price Associates
33
T. Rowe Price Associates
Maryland
$225M 2,265,249 -385,907 -15%
UIM
34
USS Investment Management
United Kingdom
$219M 2,204,580 +11,320 +0.5%
Charles Schwab
35
Charles Schwab
California
$218M 2,195,588 +21,684 +1%
LCOV
36
London Company of Virginia
Virginia
$217M 2,182,625 +26,077 +1%
Boston Partners
37
Boston Partners
Massachusetts
$200M 2,018,997 -1,187,755 -37%
Primecap Management
38
Primecap Management
California
$187M 1,884,941 +2,200 +0.1%
PAM
39
PineStone Asset Management
Quebec, Canada
$186M 1,873,351 -1,465,434 -44%
Lazard Asset Management
40
Lazard Asset Management
New York
$176M 1,777,643 -165,113 -8%
GAM
41
Guinness Asset Management
United Kingdom
$175M 1,763,399 -24,448 -1%
State of Wisconsin Investment Board
42
State of Wisconsin Investment Board
Wisconsin
$174M 1,751,456 -345,158 -16%
Jacobs Levy Equity Management
43
Jacobs Levy Equity Management
New Jersey
$170M 1,708,294 +104,730 +7%
FIS
44
Fundsmith Investment Services
Mauritius
$169M 1,700,842 +6,873 +0.4%
Pictet Asset Management
45
Pictet Asset Management
Switzerland
$152M 1,535,895 +74,508 +5%
CS
46
Credit Suisse
Switzerland
$152M 1,535,994 -432,147 -22%
Deutsche Bank
47
Deutsche Bank
Germany
$144M 1,451,252 +26,033 +2%
Jennison Associates
48
Jennison Associates
New York
$136M 1,372,045 +15,780 +1%
Voloridge Investment Management
49
Voloridge Investment Management
Florida
$131M 1,324,531 +525,630 +66%
ClearBridge Investments
50
ClearBridge Investments
New York
$131M 1,322,070 -37,613 -3%
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