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Otis Worldwide
OTIS

Overview Fund Activity

1,161 hedge funds and large institutions have $25.2B invested in Otis Worldwide in 2020 Q4 according to their latest regulatory filings, with 154 funds opening new positions, 291 increasing their positions, 533 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,161
Holders Change
+54
Holders Change %
+4.88%
% of All Funds
20.6%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.28%
New
154
Increased
291
Reduced
533
Closed
87
Calls
$34.3M
Puts
$14.7M
Net Calls
+$19.6M
Net Calls Change
+$87K

Top Buyers

1
Deutsche Bank
1
Deutsche Bank
Germany
$228M
2
Viking Global Investors
2
Viking Global Investors
Connecticut
$365M
3
Morgan Stanley
3
Morgan Stanley
New York
$247M
4
Invesco
4
Invesco
Georgia
$212M
5
Capital Research Global Investors
5
Capital Research Global Investors
California
$602M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$274M
2
Dodge & Cox
2
Dodge & Cox
California
$451M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$184M
4
State Street
4
State Street
Massachusetts
$2.27B
5
MWA
5
Marshall Wace Asia
Hong Kong
$79.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
VAM
76
Vontobel Asset Management
New York
$58.6M +$58.6M +820,097 New
Neuberger Berman Group
77
Neuberger Berman Group
New York
$56M -$1.46M -21,623 -3%
Fayez Sarofim & Co
78
Fayez Sarofim & Co
Texas
$55.8M -$142K -2,101 -0.3%
Russell Investments Group
79
Russell Investments Group
United Kingdom
$53.4M -$45.9K -685 -0.1%
PAMU
80
Pictet Asset Management (UK)
United Kingdom
$53M +$17.9M +265,071 +51%
PNC Financial Services Group
81
PNC Financial Services Group
Pennsylvania
$52.2M -$7.6M -112,439 -13%
Franklin Resources
82
Franklin Resources
California
$51.7M +$1.55M +22,873 +3%
GAM
83
Guinness Asset Management
United Kingdom
$51.1M +$10.9M +162,100 +27%
California State Teachers Retirement System (CalSTRS)
84
California State Teachers Retirement System (CalSTRS)
California
$50.2M +$141K +2,090 +0.3%
SFM
85
Soros Fund Management
New York
$50.2M -$4.03M -59,659 -7%
Janus Henderson Group
86
Janus Henderson Group
United Kingdom
$49.6M -$59.9M -886,437 -55%
Bank of Montreal
87
Bank of Montreal
Ontario, Canada
$49.5M +$12.7M +191,405 +35%
UBS Group
88
UBS Group
Switzerland
$48.6M -$5.5M -81,362 -10%
RhumbLine Advisers
89
RhumbLine Advisers
Massachusetts
$48.4M +$956K +14,149 +2%
ZIG
90
Zurich Insurance Group
Switzerland
$47.9M +$4.56M +67,449 +11%
AIM
91
Alphinity Investment Management
Australia
$46.7M +$1.35M +19,954 +3%
VNIM
92
Vaughan Nelson Investment Management
Texas
$45.6M +$2.94M +43,543 +7%
SM
93
Sunriver Management
Connecticut
$44.2M +$2.04M +30,215 +5%
EVM
94
Eaton Vance Management
Massachusetts
$44.2M -$441K -6,523 -1%
National Pension Service
95
National Pension Service
South Korea
$43.4M +$2.27M +33,662 +6%
DLPIC
96
Davide Leone & Partners Investment Company
United Kingdom
$43M -$20.7M -306,365 -33%
New York State Common Retirement Fund
97
New York State Common Retirement Fund
New York
$42.6M -$2.81M -41,600 -6%
HA
98
HHLR Advisors
Cayman Islands
$41.5M – – –
Capital International Investors
99
Capital International Investors
California
$39.5M -$36.5M -540,028 -48%
D.E. Shaw & Co
100
D.E. Shaw & Co
New York
$38.6M +$7.98M +118,181 +26%
2 3
4
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