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Otis Worldwide
OTIS

Overview Fund Activity

1,179 hedge funds and large institutions have $34B invested in Otis Worldwide in 2024 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 392 increasing their positions, 451 reducing their positions, and 72 closing their positions.

Holders
1,179
Holders Change
-12
Holders Change %
-1.01%
% of All Funds
17.15%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
80
Increased
392
Reduced
451
Closed
72
Calls
$142M
Puts
$46.8M
Net Calls
+$94.7M
Net Calls Change
-$27.8M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.92B
2
Franklin Resources
2
Franklin Resources
California
$447M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$794M
4
SP
4
Sarasin & Partners
United Kingdom
$398M
5
PAM
5
PineStone Asset Management
Quebec, Canada
$264M

Top Sellers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$2.66M
2
AC
2
AKO Capital
United Kingdom
$0
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$32.9M
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$267M
5
State of Wisconsin Investment Board
5
State of Wisconsin Investment Board
Wisconsin
$108M
Name Holding Trade Value Shares
Change 		Shares
Change %
Capital Research Global Investors
26
Capital Research Global Investors
California
$267M -$71.5M -743,266 -21%
PAM
27
PineStone Asset Management
Quebec, Canada
$264M +$83.2M +864,646 +46%
Schroder Investment Management Group
28
Schroder Investment Management Group
United Kingdom
$256M +$33.6M +348,864 +15%
Dimensional Fund Advisors
29
Dimensional Fund Advisors
Texas
$243M +$9.81M +101,955 +4%
MMH
30
Menora Mivtachim Holdings
Israel
$237M +$2.63M +27,331 +1%
UIM
31
USS Investment Management
United Kingdom
$223M +$10.7M +111,373 +5%
Goldman Sachs
32
Goldman Sachs
New York
$216M -$31.6M -328,460 -13%
Charles Schwab
33
Charles Schwab
California
$215M +$4.11M +42,662 +2%
LCOV
34
London Company of Virginia
Virginia
$213M +$2.61M +27,146 +1%
Los Angeles Capital Management
35
Los Angeles Capital Management
California
$208M -$16.3M -169,169 -7%
Boston Partners
36
Boston Partners
Massachusetts
$193M -$1.11M -11,577 -0.6%
OAC
37
OMERS Administration Corp
Ontario, Canada
$189M -$34.7M -360,196 -15%
T. Rowe Price Associates
38
T. Rowe Price Associates
Maryland
$188M -$29.8M -309,701 -14%
Primecap Management
39
Primecap Management
California
$175M -$6.9M -71,650 -4%
FIS
40
Fundsmith Investment Services
Mauritius
$171M +$7.22M +74,985 +4%
GAM
41
Guinness Asset Management
United Kingdom
$170M +$612K +6,362 +0.4%
Jennison Associates
42
Jennison Associates
New York
$146M +$13.9M +144,320 +11%
Voloridge Investment Management
43
Voloridge Investment Management
Florida
$143M +$15.3M +159,440 +12%
Deutsche Bank
44
Deutsche Bank
Germany
$142M +$2.47M +25,706 +2%
Jacobs Levy Equity Management
45
Jacobs Levy Equity Management
New Jersey
$141M -$23M -238,895 -14%
Pictet Asset Management
46
Pictet Asset Management
Switzerland
$138M -$10.2M -105,650 -7%
ClearBridge Investments
47
ClearBridge Investments
New York
$129M +$1.26M +13,092 +1%
UBS Group
48
UBS Group
Switzerland
$118M +$32.3M +335,824 +38%
Swiss National Bank
49
Swiss National Bank
Switzerland
$116M -$2.43M -25,200 -2%
Russell Investments Group
50
Russell Investments Group
United Kingdom
$110M -$13.5M -139,892 -11%
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