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Otis Worldwide

1,123 hedge funds and large institutions have $31.9B invested in Otis Worldwide in 2023 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 333 increasing their positions, 445 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

97% more call options, than puts

Call options by funds: $193M | Put options by funds: $98.1M

46% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 65

2% more funds holding

Funds holding: 1,0991,123 (+24)

3% more capital invested

Capital invested by funds: $30.9B → $31.9B (+$1.02B)

10.61% less ownership

Funds ownership: 97.38%86.77% (-11%)

25% less repeat investments, than reductions

Existing positions increased: 333 | Existing positions reduced: 445

29% less funds holding in top 10

Funds holding in top 10: 1410 (-4)

Holders
1,123
Holders Change
+24
Holders Change %
+2.18%
% of All Funds
17.63%
Holding in Top 10
10
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-28.57%
% of All Funds
0.16%
New
95
Increased
333
Reduced
445
Closed
65
Calls
$193M
Puts
$98.1M
Net Calls
+$95.2M
Net Calls Change
+$151M
Name Holding Trade Value Shares
Change
Change in
Stake
PAMS
51
Pictet Asset Management (Switzerland)
Switzerland
$134M -$18.7M -221,554 -13%
Swiss National Bank
52
Swiss National Bank
Switzerland
$133M -$13.5M -160,800 -10%
ClearBridge Investments
53
ClearBridge Investments
New York
$130M -$3.36M -39,931 -3%
Arrowstreet Capital
54
Arrowstreet Capital
Massachusetts
$126M +$46.8M +555,950 +65%
N
55
Nuveen
North Carolina
$124M -$11.4M -134,990 -9%
Deutsche Bank
56
Deutsche Bank
Germany
$121M +$275K +3,270 +0.2%
Russell Investments Group
57
Russell Investments Group
United Kingdom
$110M +$14.8M +175,812 +17%
Fisher Asset Management
58
Fisher Asset Management
Washington
$104M +$1.11M +13,205 +1%
Manulife (Manufacturers Life Insurance)
59
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$99.4M -$12.5M -147,839 -12%
LFG
60
Lazard Frères Gestion
France
$96.1M -$1.07M -12,755 -1%
Sumitomo Mitsui Trust Group
61
Sumitomo Mitsui Trust Group
Japan
$93.1M -$17.7M -210,188 -17%
Jennison Associates
62
Jennison Associates
New York
$89.4M -$6.37M -75,569 -7%
Millennium Management
63
Millennium Management
New York
$88.1M +$82.9M +984,003 +17,021%
Neuberger Berman Group
64
Neuberger Berman Group
New York
$87.6M -$825K -9,791 -1%
CF
65
Canoe Financial
Alberta, Canada
$86.3M +$556K +6,600 +0.7%
National Pension Service
66
National Pension Service
South Korea
$86.2M +$20.5M +242,883 +33%
PRO
67
Pensioenfonds Rail & OV
Netherlands
$84.6M
Macquarie Group
68
Macquarie Group
Australia
$78.5M +$11.8M +139,970 +19%
Aviva
69
Aviva
United Kingdom
$76.7M +$17.7M +210,083 +32%
Amundi
70
Amundi
France
$76.6M -$53.6M -636,430 -42%
Fayez Sarofim & Co
71
Fayez Sarofim & Co
Texas
$75.5M +$668K +7,932 +0.9%
RhumbLine Advisers
72
RhumbLine Advisers
Massachusetts
$75.1M -$1.33M -15,831 -2%
HighTower Advisors
73
HighTower Advisors
Illinois
$74.6M +$1.07M +12,710 +2%
American Century Companies
74
American Century Companies
Missouri
$73.5M +$3.39M +40,184 +5%
Balyasny Asset Management
75
Balyasny Asset Management
Illinois
$70.8M -$39.7M -471,458 -37%