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Otis Worldwide
OTIS

Overview Fund Activity

1,187 hedge funds and large institutions have $36.6B invested in Otis Worldwide in 2024 Q3 according to their latest regulatory filings, with 95 funds opening new positions, 350 increasing their positions, 487 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,187
Holders Change
+8
Holders Change %
+0.68%
% of All Funds
17.17%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.12%
New
95
Increased
350
Reduced
487
Closed
73
Calls
$167M
Puts
$97.4M
Net Calls
+$70.1M
Net Calls Change
-$24.6M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$2.92B
2
Franklin Resources
2
Franklin Resources
California
$775M
3
VanEck Associates
3
VanEck Associates
New York
$233M
4
MMH
4
Menora Mivtachim Holdings
Israel
$311M
5
National Bank of Canada
5
National Bank of Canada
Quebec, Canada
$74.3M

Top Sellers

1
BlackRock
1
BlackRock
New York
$3.38B
2
Los Angeles Capital Management
2
Los Angeles Capital Management
California
$93.8M
3
CF
3
Canoe Financial
Alberta, Canada
$13.5M
4
Boston Partners
4
Boston Partners
Massachusetts
$134M
5
Morgan Stanley
5
Morgan Stanley
New York
$1.23B
Name Holding Trade Value Shares
Change 		Shares
Change %
PAM
26
PineStone Asset Management
Quebec, Canada
$299M +$14.9M +143,100 +5%
Capital Research Global Investors
27
Capital Research Global Investors
California
$289M +$234K +2,253 +0.1%
Dimensional Fund Advisors
28
Dimensional Fund Advisors
Texas
$262M +$120K +1,159 +0%
UIM
29
USS Investment Management
United Kingdom
$241M +$3.64K +35 +0%
Schroder Investment Management Group
30
Schroder Investment Management Group
United Kingdom
$235M -$43M -411,757 -15%
LCOV
31
London Company of Virginia
Virginia
$235M +$4.88M +46,914 +2%
VanEck Associates
32
VanEck Associates
New York
$233M +$226M +2,201,988 +3,674%
Charles Schwab
33
Charles Schwab
California
$232M -$177K -1,705 -0.1%
Goldman Sachs
34
Goldman Sachs
New York
$209M -$23.7M -227,858 -10%
OAC
35
OMERS Administration Corp
Ontario, Canada
$204M – – –
T. Rowe Price Associates
36
T. Rowe Price Associates
Maryland
$196M -$7.49M -72,089 -4%
GAM
37
Guinness Asset Management
United Kingdom
$192M +$8.42M +81,045 +5%
Primecap Management
38
Primecap Management
California
$189M +$61.2K +589 +0%
FIS
39
Fundsmith Investment Services
Mauritius
$185M +$583K +5,611 +0.3%
Jacobs Levy Equity Management
40
Jacobs Levy Equity Management
New Jersey
$171M +$18.5M +178,226 +12%
Deutsche Bank
41
Deutsche Bank
Germany
$155M +$1.25M +12,044 +0.8%
Voloridge Investment Management
42
Voloridge Investment Management
Florida
$153M -$1.64M -15,775 -1%
Pictet Asset Management
43
Pictet Asset Management
Switzerland
$142M -$6.82M -65,604 -5%
ClearBridge Investments
44
ClearBridge Investments
New York
$138M -$857K -8,243 -0.6%
Boston Partners
45
Boston Partners
Massachusetts
$134M -$75M -721,134 -36%
California Public Employees Retirement System
46
California Public Employees Retirement System
California
$126M +$53.5M +514,351 +74%
Swiss National Bank
47
Swiss National Bank
Switzerland
$125M -$41.6K -400 -0%
UBS Group
48
UBS Group
Switzerland
$124M -$4.36M -41,977 -3%
Aviva
49
Aviva
United Kingdom
$123M +$7.72M +74,316 +7%
Jennison Associates
50
Jennison Associates
New York
$122M -$35.1M -337,808 -22%
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