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Otis Worldwide
OTIS

Overview Fund Activity

1,181 hedge funds and large institutions have $33B invested in Otis Worldwide in 2023 Q4 according to their latest regulatory filings, with 161 funds opening new positions, 323 increasing their positions, 476 reducing their positions, and 57 closing their positions.

Holders
1,181
Holders Change
+91
Holders Change %
+8.35%
% of All Funds
17.32%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
161
Increased
323
Reduced
476
Closed
57
Calls
$127M
Puts
$45.6M
Net Calls
+$81.1M
Net Calls Change
+$8.25M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.28B
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$4.1B
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$1.72B
4
UIM
4
USS Investment Management
United Kingdom
$196M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$739M

Top Sellers

1
Boston Partners
1
Boston Partners
Massachusetts
$287M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$257M
3
Invesco
3
Invesco
Georgia
$330M
4
Adage Capital Partners
4
Adage Capital Partners
Massachusetts
$2.02M
5
BlackRock
5
BlackRock
New York
$3.13B
Name Market Value Shares Shares
Change 		Shares
Change %
California Public Employees Retirement System
76
California Public Employees Retirement System
California
$67.4M 753,463 -37,650 -5%
PI
77
PineBridge Investments
New York
$64.8M 724,613 +8,281 +1%
HSBC Holdings
78
HSBC Holdings
United Kingdom
$62.9M 702,517 +143,812 +26%
UBS Group
79
UBS Group
Switzerland
$60.7M 678,021 -20,034 -3%
Canada Life
80
Canada Life
Manitoba, Canada
$59.7M 670,588 +90,165 +16%
BNP Paribas Asset Management
81
BNP Paribas Asset Management
France
$59.2M 662,065 +1,473 +0.2%
RPI
82
Railway Pension Investments
United Kingdom
$58.4M 652,800 – –
California State Teachers Retirement System (CalSTRS)
83
California State Teachers Retirement System (CalSTRS)
California
$57.9M 647,051 +4,753 +0.7%
VOYA Investment Management
84
VOYA Investment Management
Georgia
$57.2M 639,164 -87,757 -12%
Wells Fargo
85
Wells Fargo
California
$56.1M 626,857 +4,979 +0.8%
Artisan Partners
86
Artisan Partners
Wisconsin
$51.2M 572,392 -2,335 -0.4%
Ensign Peak Advisors
87
Ensign Peak Advisors
Utah
$47.2M 527,096 +34,606 +7%
Renaissance Technologies
88
Renaissance Technologies
New York
$46.8M 523,300 +155,600 +42%
Envestnet Asset Management
89
Envestnet Asset Management
Illinois
$46.1M 515,484 +31,664 +7%
PRO
90
Pensioenfonds Rail & OV
Netherlands
$44.6M 498,185 – –
PNC Financial Services Group
91
PNC Financial Services Group
Pennsylvania
$42.6M 476,650 -16,709 -3%
State Board of Administration of Florida Retirement System
92
State Board of Administration of Florida Retirement System
Florida
$42.3M 472,920 -6,061 -1%
CGI
93
Comgest Global Investors
France
$41.9M 468,817 +56,876 +14%
Principal Financial Group
94
Principal Financial Group
Iowa
$41.7M 466,407 -11,508 -2%
Citigroup
95
Citigroup
New York
$41.2M 460,268 +8,696 +2%
Bank of Montreal
96
Bank of Montreal
Ontario, Canada
$40.4M 448,247 +102,606 +30%
KBC Group
97
KBC Group
Belgium
$37.4M 417,945 +16,760 +4%
RG
98
Rathbones Group
United Kingdom
$37.1M 414,582 +3,066 +0.7%
New York State Common Retirement Fund
99
New York State Common Retirement Fund
New York
$36.3M 405,994 -44,142 -10%
Impax Asset Management Group
100
Impax Asset Management Group
United Kingdom
$36M 402,391 -1,804 -0.4%
2 3
4
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