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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
Jacobs Levy Equity Management
76
Jacobs Levy Equity Management
New Jersey
$67.7M +$45.4M +538,450 +242%
California Public Employees Retirement System
77
California Public Employees Retirement System
California
$67M -$2.38M -28,293 -4%
NAM
78
Nissay Asset Management
Japan
$66.9M -$2.92M -34,637 -4%
Wells Fargo
79
Wells Fargo
California
$66.2M -$449K -5,327 -0.7%
First Trust Advisors
80
First Trust Advisors
Illinois
$64.6M +$23.9M +283,717 +64%
PAM
81
PineStone Asset Management
Quebec, Canada
$63.2M -$82.3M -977,222 -58%
Two Sigma Advisers
82
Two Sigma Advisers
New York
$61.8M -$49.4M -586,400 -46%
California State Teachers Retirement System (CalSTRS)
83
California State Teachers Retirement System (CalSTRS)
California
$59.9M -$1.93M -22,965 -3%
UBS Group
84
UBS Group
Switzerland
$59.4M +$18.1M +214,891 +47%
RPI
85
Railway Pension Investments
United Kingdom
$58.1M
BNP Paribas Asset Management
86
BNP Paribas Asset Management
France
$54.3M -$24.2M -287,498 -32%
HPC
87
HM Payson & Co
Maine
$53.4M +$6.73M +79,848 +15%
Artisan Partners
88
Artisan Partners
Wisconsin
$52.9M -$2.38M -28,290 -5%
Alyeska Investment Group
89
Alyeska Investment Group
Illinois
$52.3M -$1.18M -14,028 -2%
Canada Life
90
Canada Life
Manitoba, Canada
$51.8M +$12.5M +148,345 +34%
VOYA Investment Management
91
VOYA Investment Management
Georgia
$50.4M +$8.09M +95,980 +20%
AP
92
Antipodes Partners
Australia
$49.3M -$2.55M -30,319 -5%
PI
93
PineBridge Investments
New York
$47.1M +$13.3M +158,323 +43%
Barclays
94
Barclays
United Kingdom
$46.8M +$33.5M +397,422 +310%
New York State Common Retirement Fund
95
New York State Common Retirement Fund
New York
$45.7M -$425K -5,050 -1%
PNC Financial Services Group
96
PNC Financial Services Group
Pennsylvania
$45.6M -$525K -6,228 -1%
Ensign Peak Advisors
97
Ensign Peak Advisors
Utah
$45.5M +$7.72M +91,630 +22%
Principal Financial Group
98
Principal Financial Group
Iowa
$43.9M -$1.7M -20,156 -4%
OIAM
99
OFI Invest Asset Management
France
$42.9M -$3.48B -41,358,572 -99%
State Board of Administration of Florida Retirement System
100
State Board of Administration of Florida Retirement System
Florida
$42.8M +$293K +3,483 +0.7%