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Otis Worldwide
OTIS

Overview Fund Activity

1,191 hedge funds and large institutions have $34.7B invested in Otis Worldwide in 2024 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 383 increasing their positions, 441 reducing their positions, and 76 closing their positions.

Holders
1,191
Holders Change
+10
Holders Change %
+0.85%
% of All Funds
17.27%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
100
Increased
383
Reduced
441
Closed
76
Calls
$169M
Puts
$46.9M
Net Calls
+$123M
Net Calls Change
+$41.4M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.11B
2
Franklin Resources
2
Franklin Resources
California
$264M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$2.14B
4
CF
4
Canoe Financial
Alberta, Canada
$101M
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$229M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.29B
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$350M
3
Dodge & Cox
3
Dodge & Cox
California
$2.21M
4
PAM
4
PineStone Asset Management
Quebec, Canada
$186M
5
Boston Partners
5
Boston Partners
Massachusetts
$200M
Name Market Value Shares Shares
Change 		Shares
Change %
Russell Investments Group
51
Russell Investments Group
United Kingdom
$128M 1,285,388 +23,789 +2%
Amundi
52
Amundi
France
$126M 1,323,659 +58,689 +5%
Swiss National Bank
53
Swiss National Bank
Switzerland
$122M 1,225,643 -62,300 -5%
Barclays
54
Barclays
United Kingdom
$119M 1,200,766 +273,082 +29%
Arrowstreet Capital
55
Arrowstreet Capital
Massachusetts
$108M 1,091,000 +78,281 +8%
Fisher Asset Management
56
Fisher Asset Management
Washington
$107M 1,074,490 -21,617 -2%
National Pension Service
57
National Pension Service
South Korea
$106M 1,064,303 +11,553 +1%
CF
58
Canoe Financial
Alberta, Canada
$101M 1,018,485 +1,018,485 New
LFRG
59
Lazard Frères Gestion
France
$100M 1,035,448 -18,591 -2%
Sumitomo Mitsui Trust Group
60
Sumitomo Mitsui Trust Group
Japan
$100M 1,009,178 +9,145 +0.9%
Aviva
61
Aviva
United Kingdom
$98.3M 990,578 +7,496 +0.8%
Nuveen Asset Management
62
Nuveen Asset Management
Illinois
$98M 987,334 -24,449 -2%
Royal Bank of Canada
63
Royal Bank of Canada
Ontario, Canada
$95.5M 962,492 +102,528 +12%
Fayez Sarofim & Co
64
Fayez Sarofim & Co
Texas
$94.8M 954,920 +10,285 +1%
Parnassus Investments
65
Parnassus Investments
California
$91.8M 924,665 -727,067 -44%
Manulife (Manufacturers Life Insurance)
66
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$90.7M 913,231 -37,750 -4%
HighTower Advisors
67
HighTower Advisors
Illinois
$90.3M 911,236 +35,891 +4%
GCM
68
Gates Capital Management
New York
$89.2M 898,239 -28,800 -3%
UBS Group
69
UBS Group
Switzerland
$88.8M 894,839 +216,818 +32%
Squarepoint
70
Squarepoint
New York
$86.2M 867,941 -57,852 -6%
Neuberger Berman Group
71
Neuberger Berman Group
New York
$79.7M 802,290 -32,157 -4%
HSBC Holdings
72
HSBC Holdings
United Kingdom
$79.6M 801,647 +99,130 +14%
RhumbLine Advisers
73
RhumbLine Advisers
Massachusetts
$79.5M 801,196 -18,533 -2%
Man Group
74
Man Group
United Kingdom
$76.8M 773,742 +543,724 +236%
AC
75
AKO Capital
United Kingdom
$75.6M 761,938 -709,471 -48%
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