OTIS icon

Otis Worldwide
OTIS

Overview Fund Activity

1,090 hedge funds and large institutions have $28.7B invested in Otis Worldwide in 2023 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 351 increasing their positions, 400 reducing their positions, and 93 closing their positions.

Holders
1,090
Holders Change
-27
Holders Change %
-2.42%
% of All Funds
17.38%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.11%
New
83
Increased
351
Reduced
400
Closed
93
Calls
$112M
Puts
$39.1M
Net Calls
+$72.8M
Net Calls Change
-$22.4M

Top Buyers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$1.44B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$606M
3
PAM
3
PineStone Asset Management
Quebec, Canada
$228M
4
UIM
4
USS Investment Management
United Kingdom
$113M
5
Jacobs Levy Equity Management
5
Jacobs Levy Equity Management
New Jersey
$125M

Top Sellers

1
VAM
1
Vontobel Asset Management
New York
$0
2
DVI
2
Deccan Value Investors
Connecticut
$0
3
Invesco
3
Invesco
Georgia
$360M
4
Brown Advisory
4
Brown Advisory
Maryland
$21.3M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$96.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Adage Capital Partners
76
Adage Capital Partners
Massachusetts
$62.2M +$24.5M +304,669 +65%
VOYA Investment Management
77
VOYA Investment Management
Georgia
$58.3M +$12.9M +160,534 +28%
PI
78
PineBridge Investments
New York
$57.5M +$15M +186,699 +35%
UBS Group
79
UBS Group
Switzerland
$56.1M +$2.43M +30,301 +5%
BNP Paribas Asset Management
80
BNP Paribas Asset Management
France
$53.1M +$4.07M +50,719 +8%
RPI
81
Railway Pension Investments
United Kingdom
$52.4M – – –
California State Teachers Retirement System (CalSTRS)
82
California State Teachers Retirement System (CalSTRS)
California
$51.6M -$2.47M -30,799 -5%
Millennium Management
83
Millennium Management
New York
$50.6M -$28.9M -360,051 -36%
Wells Fargo
84
Wells Fargo
California
$49.9M -$9.76M -121,566 -16%
Canada Life
85
Canada Life
Manitoba, Canada
$46.6M +$124K +1,538 +0.3%
Artisan Partners
86
Artisan Partners
Wisconsin
$46.2M -$1.53M -19,031 -3%
HSBC Holdings
87
HSBC Holdings
United Kingdom
$44.8M +$10M +124,571 +29%
PNC Financial Services Group
88
PNC Financial Services Group
Pennsylvania
$39.6M -$1.49M -18,525 -4%
Ensign Peak Advisors
89
Ensign Peak Advisors
Utah
$39.6M -$1.51M -18,748 -4%
Envestnet Asset Management
90
Envestnet Asset Management
Illinois
$38.9M +$8.72M +108,578 +29%
State Board of Administration of Florida Retirement System
91
State Board of Administration of Florida Retirement System
Florida
$38.5M -$159K -1,980 -0.4%
Principal Financial Group
92
Principal Financial Group
Iowa
$38.4M -$1.26M -15,733 -3%
PRO
93
Pensioenfonds Rail & OV
Netherlands
$37.8M -$34.3M -452,449 -48%
Voloridge Investment Management
94
Voloridge Investment Management
Florida
$37.4M +$37.2M +462,810 +19,046%
Citigroup
95
Citigroup
New York
$36.3M +$10.5M +130,958 +41%
New York State Common Retirement Fund
96
New York State Common Retirement Fund
New York
$36.2M -$5.09M -63,433 -12%
Squarepoint
97
Squarepoint
New York
$35.2M +$21M +261,902 +149%
New York State Teachers Retirement System (NYSTRS)
98
New York State Teachers Retirement System (NYSTRS)
New York
$34.1M -$1.72M -21,449 -5%
CGI
99
Comgest Global Investors
France
$33.1M +$8.46M +105,385 +34%
RG
100
Rathbones Group
United Kingdom
$33M +$740K +9,209 +2%
2 3
4
5 6