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Otis Worldwide
OTIS

Overview Fund Activity

1,215 hedge funds and large institutions have $33.6B invested in Otis Worldwide in 2024 Q4 according to their latest regulatory filings, with 153 funds opening new positions, 379 increasing their positions, 415 reducing their positions, and 107 closing their positions.

Holders
1,215
Holders Change
+28
Holders Change %
+2.36%
% of All Funds
16.18%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
153
Increased
379
Reduced
415
Closed
107
Calls
$186M
Puts
$54.1M
Net Calls
+$132M
Net Calls Change
+$61.7M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$3.29B
2
Norges Bank
2
Norges Bank
Norway
$650M
3
UBS Group
3
UBS Group
Switzerland
$260M
4
CF
4
Canoe Financial
Alberta, Canada
$95.7M
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$67M

Top Sellers

1
OAC
1
OMERS Administration Corp
Ontario, Canada
$1.58M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$1.83B
3
Boston Partners
3
Boston Partners
Massachusetts
$2.69M
4
National Pension Service
4
National Pension Service
South Korea
$52.3M
5
PI
5
PineBridge Investments
New York
$2.23M
Name Market Value Shares Shares
Change 		Shares
Change %
Legal & General Group
26
Legal & General Group
United Kingdom
$265M 2,866,795 -112,237 -4%
UBS Group
27
UBS Group
Switzerland
$260M 2,802,730 +1,614,044 +136%
Capital Research Global Investors
28
Capital Research Global Investors
California
$258M 2,784,371 +3,803 +0.1%
MMH
29
Menora Mivtachim Holdings
Israel
$226M 2,439,724 -551,105 -18%
Schroder Investment Management Group
30
Schroder Investment Management Group
United Kingdom
$222M 2,402,879 +155,670 +7%
Charles Schwab
31
Charles Schwab
California
$213M 2,304,482 +67,937 +3%
UIM
32
USS Investment Management
United Kingdom
$212M 2,293,062 -22,926 -1%
LCOV
33
London Company of Virginia
Virginia
$208M 2,243,564 -13,121 -0.6%
VanEck Associates
34
VanEck Associates
New York
$201M 2,167,129 -94,800 -4%
Dimensional Fund Advisors
35
Dimensional Fund Advisors
Texas
$194M 2,095,669 -428,581 -17%
GAM
36
Guinness Asset Management
United Kingdom
$180M 1,947,756 +96,950 +5%
Primecap Management
37
Primecap Management
California
$168M 1,809,921 -3,959 -0.2%
FIS
38
Fundsmith Investment Services
Mauritius
$164M 1,766,746 -14,692 -0.8%
Goldman Sachs
39
Goldman Sachs
New York
$162M 1,749,431 -262,587 -13%
T. Rowe Price Associates
40
T. Rowe Price Associates
Maryland
$159M 1,713,967 -169,492 -9%
Deutsche Bank
41
Deutsche Bank
Germany
$157M 1,695,446 +206,444 +14%
Jacobs Levy Equity Management
42
Jacobs Levy Equity Management
New Jersey
$128M 1,385,894 -261,731 -16%
Russell Investments Group
43
Russell Investments Group
United Kingdom
$125M 1,345,551 +212,555 +19%
ClearBridge Investments
44
ClearBridge Investments
New York
$120M 1,298,514 -28,405 -2%
Pictet Asset Management
45
Pictet Asset Management
Switzerland
$120M 1,297,308 -67,333 -5%
Voloridge Investment Management
46
Voloridge Investment Management
Florida
$120M 1,290,620 -177,576 -12%
California Public Employees Retirement System
47
California Public Employees Retirement System
California
$107M 1,155,835 -55,694 -5%
Swiss National Bank
48
Swiss National Bank
Switzerland
$105M 1,131,543 -68,500 -6%
Fayez Sarofim & Co
49
Fayez Sarofim & Co
Texas
$103M 1,107,423 +31,843 +3%
LFRG
50
Lazard Frères Gestion
France
$102M 1,104,769 +84,671 +8%
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