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Otis Worldwide

1,234 hedge funds and large institutions have $26.6B invested in Otis Worldwide in 2026 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 388 increasing their positions, 478 reducing their positions, and 162 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% less funds holding

Funds holding: 1,3071,234 (-73)

12.02% less ownership

Funds ownership: 100.59%88.58% (-12%)

17% less funds holding in top 10

Funds holding in top 10: 1210 (-2)

19% less repeat investments, than reductions

Existing positions increased: 388 | Existing positions reduced: 478

31% less call options, than puts

Call options by funds: $49.5M | Put options by funds: $71.6M

32% less first-time investments, than exits

New positions opened: 110 | Existing positions closed: 162

62% less capital invested

Capital invested by funds: $69.5B → $26.6B (-$42.9B)

Holders
1,234
Holders Change
-73
Holders Change %
-5.59%
% of All Funds
15.2%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.12%
New
110
Increased
388
Reduced
478
Closed
162
Calls
$49.5M
Puts
$71.6M
Net Calls
-$22.1M
Net Calls Change
-$56.8M
Name Holding Trade Value Shares
Change
Change in
Stake
CBU
26
CIBC Bancorp USA
Illinois
$221M +$251M +2,864,227 New
Bank of New York Mellon
27
Bank of New York Mellon
New York
$220M +$9.71M +110,984 +4%
Fundsmith LLP
28
Fundsmith LLP
United Kingdom
$211M -$33.3M -380,745 -12%
Legal & General Group
29
Legal & General Group
United Kingdom
$209M -$1.6M -18,294 -0.7%
ClearBridge Investments
30
ClearBridge Investments
New York
$207M +$138M +1,575,930 +141%
Bank of America
31
Bank of America
North Carolina
$203M -$38.6M -441,135 -14%
CF
32
Canoe Financial
Alberta, Canada
$189M -$29.5M -337,534 -12%
Charles Schwab
33
Charles Schwab
California
$189M +$6.62M +75,674 +3%
Schroder Investment Management Group
34
Schroder Investment Management Group
United Kingdom
$187M +$14.4M +165,117 +7%
GAM
35
Guinness Asset Management
United Kingdom
$181M +$19.9M +227,151 +11%
VFT
36
Vanguard Fiduciary Trust
Pennsylvania
$169M +$192M +2,189,166 New
Primecap Management
37
Primecap Management
California
$161M -$8.84K -101 -0%
Dimensional Fund Advisors
38
Dimensional Fund Advisors
Texas
$152M +$7.34M +83,896 +4%
Two Sigma Investments
39
Two Sigma Investments
New York
$149M +$119M +1,363,291 +237%
Amundi
40
Amundi
France
$145M -$11.5M -131,000 -6%
UIM
41
USS Investment Management
United Kingdom
$136M +$5.71M +65,250 +4%
Renaissance Technologies
42
Renaissance Technologies
New York
$130M +$34.5M +394,600 +30%
Bank of Montreal
43
Bank of Montreal
Ontario, Canada
$119M +$41.3M +472,379 +44%
Deutsche Bank
44
Deutsche Bank
Germany
$117M -$28M -320,034 -17%
AQR Capital Management
45
AQR Capital Management
Connecticut
$116M -$67.4M -769,852 -34%
Russell Investments Group
46
Russell Investments Group
United Kingdom
$111M +$1.97M +22,556 +2%
Pictet Asset Management
47
Pictet Asset Management
Switzerland
$107M +$38.7M +441,841 +47%
Squarepoint
48
Squarepoint
New York
$106M -$67.5M -771,052 -36%
LFG
49
Lazard Frères Gestion
France
$103M +$2.78M +31,804 +2%
Jacobs Levy Equity Management
50
Jacobs Levy Equity Management
New Jersey
$103M +$6.85M +78,318 +6%