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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 %
PI
76
PineBridge Investments
New York
$75.2M 757,395 +32,782 +5%
Macquarie Group
77
Macquarie Group
Australia
$74.4M 749,539 -178,458 -19%
California Public Employees Retirement System
78
California Public Employees Retirement System
California
$73.1M 736,402 -17,061 -2%
American Century Companies
79
American Century Companies
Missouri
$71.9M 724,556 -42,585 -6%
VOYA Investment Management
80
VOYA Investment Management
Georgia
$70.8M 712,867 +73,703 +12%
Wells Fargo
81
Wells Fargo
California
$66.2M 666,392 +39,535 +6%
Canada Life
82
Canada Life
Manitoba, Canada
$65.4M 657,917 -12,671 -2%
California State Teachers Retirement System (CalSTRS)
83
California State Teachers Retirement System (CalSTRS)
California
$64.7M 651,523 +4,472 +0.7%
BNP Paribas Asset Management
84
BNP Paribas Asset Management
France
$62.2M 626,875 -35,190 -5%
Artisan Partners
85
Artisan Partners
Wisconsin
$55.1M 554,710 -17,682 -3%
RPI
86
Railway Pension Investments
United Kingdom
$54.6M 549,900 -102,900 -16%
Envestnet Asset Management
87
Envestnet Asset Management
Illinois
$50.2M 506,032 -9,452 -2%
D.E. Shaw & Co
88
D.E. Shaw & Co
New York
$49.5M 498,276 +436,714 +709%
CGI
89
Comgest Global Investors
France
$48.7M 490,251 +21,434 +5%
Principal Financial Group
90
Principal Financial Group
Iowa
$46.5M 468,665 +2,258 +0.5%
Nordea Investment Management
91
Nordea Investment Management
Sweden
$46.1M 463,190 +75,878 +20%
PNC Financial Services Group
92
PNC Financial Services Group
Pennsylvania
$45.9M 462,732 -13,918 -3%
Qube Research & Technologies (QRT)
93
Qube Research & Technologies (QRT)
United Kingdom
$44.1M 444,205 -323,901 -42%
HPC
94
HM Payson & Co
Maine
$42.9M 432,504 +89,636 +26%
RG
95
Rathbones Group
United Kingdom
$42.3M 425,889 +11,307 +3%
Korea Investment Corp
96
Korea Investment Corp
South Korea
$42.1M 423,715 +244,703 +137%
Renaissance Technologies
97
Renaissance Technologies
New York
$40.6M 409,200 -114,100 -22%
State Board of Administration of Florida Retirement System
98
State Board of Administration of Florida Retirement System
Florida
$40.3M 477,478 +4,558 +1%
BG
99
Bahl & Gaynor
Ohio
$40M 402,590 +20,554 +5%
Citigroup
100
Citigroup
New York
$39.5M 398,188 -62,080 -13%
2 3
4
5 6