We are live on ! Find out more
OTIS icon

Otis Worldwide

1,200 hedge funds and large institutions have $34.8B invested in Otis Worldwide in 2024 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 384 increasing their positions, 445 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

261% more call options, than puts

Call options by funds: $169M | Put options by funds: $46.9M

34% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 76

5% more capital invested

Capital invested by funds: $33B → $34.8B (+$1.72B)

1% more funds holding

Funds holding: 1,1891,200 (+11)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

3.87% less ownership

Funds ownership: 90.27%86.39% (-3.9%)

14% less repeat investments, than reductions

Existing positions increased: 384 | Existing positions reduced: 445

Holders
1,200
Holders Change
+11
Holders Change %
+0.93%
% of All Funds
17.29%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
102
Increased
384
Reduced
445
Closed
76
Calls
$169M
Puts
$46.9M
Net Calls
+$123M
Net Calls Change
+$41.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Russell Investments Group
51
Russell Investments Group
United Kingdom
$128M +$2.2M +23,789 +2%
Amundi
52
Amundi
France
$126M +$5.42M +58,689 +5%
Swiss National Bank
53
Swiss National Bank
Switzerland
$122M -$5.76M -62,300 -5%
Barclays
54
Barclays
United Kingdom
$119M +$25.2M +273,082 +29%
Arrowstreet Capital
55
Arrowstreet Capital
Massachusetts
$108M +$7.24M +78,281 +8%
Fisher Asset Management
56
Fisher Asset Management
Washington
$107M -$2M -21,617 -2%
National Pension Service
57
National Pension Service
South Korea
$106M +$1.07M +11,553 +1%
CF
58
Canoe Financial
Alberta, Canada
$101M +$94.1M +1,018,485 New
LFG
59
Lazard Frères Gestion
France
$100M -$1.72M -18,591 -2%
Sumitomo Mitsui Trust Group
60
Sumitomo Mitsui Trust Group
Japan
$100M +$845K +9,145 +0.9%
Aviva
61
Aviva
United Kingdom
$98.3M +$693K +7,496 +0.8%
N
62
Nuveen
North Carolina
$98M -$2.26M -24,449 -2%
Royal Bank of Canada
63
Royal Bank of Canada
Ontario, Canada
$95.5M +$9.48M +102,528 +12%
Fayez Sarofim & Co
64
Fayez Sarofim & Co
Texas
$94.8M +$951K +10,285 +1%
Parnassus Investments
65
Parnassus Investments
California
$91.8M -$67.2M -727,067 -44%
Manulife (Manufacturers Life Insurance)
66
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$90.7M -$3.49M -37,750 -4%
HighTower Advisors
67
HighTower Advisors
Illinois
$90.3M +$3.32M +35,891 +4%
GCM
68
Gates Capital Management
New York
$89.2M -$2.66M -28,800 -3%
UBS Group
69
UBS Group
Switzerland
$88.8M +$20M +216,818 +32%
Squarepoint
70
Squarepoint
New York
$86.2M -$5.35M -57,852 -6%
Neuberger Berman Group
71
Neuberger Berman Group
New York
$79.7M -$2.97M -32,157 -4%
HSBC Holdings
72
HSBC Holdings
United Kingdom
$79.6M +$9.16M +99,130 +14%
RhumbLine Advisers
73
RhumbLine Advisers
Massachusetts
$79.5M -$1.71M -18,533 -2%
Man Group
74
Man Group
United Kingdom
$76.8M +$50.3M +543,724 +236%
AC
75
AKO Capital
United Kingdom
$75.6M -$65.6M -709,471 -48%