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Otis Worldwide
OTIS

Overview Fund Activity

1,093 hedge funds and large institutions have $30.9B invested in Otis Worldwide in 2023 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 342 increasing their positions, 434 reducing their positions, and 70 closing their positions.

Holders
1,093
Holders Change
-8
Holders Change %
-0.73%
% of All Funds
17.5%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.22%
New
89
Increased
342
Reduced
434
Closed
70
Calls
$214M
Puts
$270M
Net Calls
-$55.3M
Net Calls Change
+$143M

Top Buyers

1
SP
1
Sarasin & Partners
United Kingdom
$534M
2
PAM
2
PineStone Asset Management
Quebec, Canada
$142M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$716M
4
Goldman Sachs
4
Goldman Sachs
New York
$249M
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$186M

Top Sellers

1
SCM
1
Suvretta Capital Management
New York
$0
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$369M
3
Boston Partners
3
Boston Partners
Massachusetts
$397M
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$889K
5
Caisse de Depot et Placement du Quebec (CDPQ)
5
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$7.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
Swiss National Bank
51
Swiss National Bank
Switzerland
$140M -$4.65M -55,100 -3%
FIS
52
Fundsmith Investment Services
Mauritius
$137M +$64.6K +765 +0%
GAM
53
Guinness Asset Management
United Kingdom
$135M +$13.2M +156,905 +11%
Nuveen Asset Management
54
Nuveen Asset Management
Illinois
$129M -$223K -2,638 -0.2%
ClearBridge Investments
55
ClearBridge Investments
New York
$127M -$923K -10,936 -0.7%
CIBC Private Wealth Group
56
CIBC Private Wealth Group
Georgia
$124M -$1.06M -30,182 -0.9%
Royal Bank of Canada
57
Royal Bank of Canada
Ontario, Canada
$121M +$54.2M +642,261 +81%
Amundi
58
Amundi
France
$119M +$17.7M +223,159 +17%
Deutsche Bank
59
Deutsche Bank
Germany
$115M +$10.7M +127,146 +10%
Two Sigma Advisers
60
Two Sigma Advisers
New York
$108M -$19M -225,300 -15%
Balyasny Asset Management
61
Balyasny Asset Management
Illinois
$107M +$28.4M +336,375 +36%
Manulife (Manufacturers Life Insurance)
62
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$107M -$35.8M -424,125 -25%
Sumitomo Mitsui Trust Group
63
Sumitomo Mitsui Trust Group
Japan
$106M +$3.63M +42,970 +4%
Fisher Asset Management
64
Fisher Asset Management
Washington
$97.3M +$4.29M +50,804 +5%
Jennison Associates
65
Jennison Associates
New York
$91.2M -$6.13M -72,610 -6%
Russell Investments Group
66
Russell Investments Group
United Kingdom
$88.9M +$16.4M +195,102 +23%
Neuberger Berman Group
67
Neuberger Berman Group
New York
$83.8M +$553K +6,564 +0.7%
LFRG
68
Lazard Frères Gestion
France
$82.3M -$4.45M -60,652 -5%
CF
69
Canoe Financial
Alberta, Canada
$81.2M +$81.2M +962,294 New
PRO
70
Pensioenfonds Rail & OV
Netherlands
$80.2M – – –
BNP Paribas Asset Management
71
BNP Paribas Asset Management
France
$75.7M +$6.62M +78,436 +10%
RhumbLine Advisers
72
RhumbLine Advisers
Massachusetts
$72.6M +$3.18M +37,687 +5%
Arrowstreet Capital
73
Arrowstreet Capital
Massachusetts
$72.1M +$70.2M +831,299 +3,566%
Fayez Sarofim & Co
74
Fayez Sarofim & Co
Texas
$70.9M +$1.48M +17,586 +2%
HighTower Advisors
75
HighTower Advisors
Illinois
$69.7M +$18.1K +215 +0%
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