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Otis Worldwide
OTIS

Overview Fund Activity

1,179 hedge funds and large institutions have $34B invested in Otis Worldwide in 2024 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 392 increasing their positions, 451 reducing their positions, and 72 closing their positions.

Holders
1,179
Holders Change
-12
Holders Change %
-1.01%
% of All Funds
17.15%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
80
Increased
392
Reduced
451
Closed
72
Calls
$142M
Puts
$46.8M
Net Calls
+$94.7M
Net Calls Change
-$27.8M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.92B
2
Franklin Resources
2
Franklin Resources
California
$447M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$794M
4
SP
4
Sarasin & Partners
United Kingdom
$398M
5
PAM
5
PineStone Asset Management
Quebec, Canada
$264M

Top Sellers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$2.66M
2
AC
2
AKO Capital
United Kingdom
$0
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$32.9M
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$267M
5
State of Wisconsin Investment Board
5
State of Wisconsin Investment Board
Wisconsin
$108M
Name Holding Trade Value Shares
Change 		Shares
Change %
HSBC Holdings
76
HSBC Holdings
United Kingdom
$61.4M -$15.7M -163,508 -20%
Wells Fargo
77
Wells Fargo
California
$61.2M -$2.93M -30,417 -5%
PI
78
PineBridge Investments
New York
$60.3M -$12.6M -130,989 -17%
American Century Companies
79
American Century Companies
Missouri
$60M -$9.76M -101,380 -14%
Canada Life
80
Canada Life
Manitoba, Canada
$58.7M -$4.67M -48,481 -7%
HPC
81
HM Payson & Co
Maine
$54.6M +$12.9M +134,333 +31%
RPI
82
Railway Pension Investments
United Kingdom
$54.3M +$1.35M +14,000 +3%
Artisan Partners
83
Artisan Partners
Wisconsin
$53M -$372K -3,866 -0.7%
Victory Capital Management
84
Victory Capital Management
Texas
$50.8M +$20.1M +208,322 +65%
Envestnet Asset Management
85
Envestnet Asset Management
Illinois
$48.8M +$101K +1,045 +0.2%
Federated Hermes
86
Federated Hermes
Pennsylvania
$45.5M +$11.2M +116,646 +33%
State Board of Administration of Florida Retirement System
87
State Board of Administration of Florida Retirement System
Florida
$45.5M -$445K -4,618 -1%
Principal Financial Group
88
Principal Financial Group
Iowa
$44.7M -$374K -3,882 -0.8%
Citigroup
89
Citigroup
New York
$44.4M +$6.03M +62,683 +16%
Squarepoint
90
Squarepoint
New York
$43.8M -$39.8M -413,240 -48%
RG
91
Rathbones Group
United Kingdom
$43.7M +$2.73M +28,318 +7%
PNC Financial Services Group
92
PNC Financial Services Group
Pennsylvania
$43.3M -$1.25M -13,007 -3%
Man Group
93
Man Group
United Kingdom
$41.4M -$33M -343,161 -44%
CGI
94
Comgest Global Investors
France
$40.7M -$6.47M -67,195 -14%
BG
95
Bahl & Gaynor
Ohio
$40.1M +$1.37M +14,185 +4%
F
96
FIFTHDELTA
United Kingdom
$38.5M +$38.5M +400,200 New
Bank of Montreal
97
Bank of Montreal
Ontario, Canada
$36.8M +$217K +2,245 +0.6%
PRO
98
Pensioenfonds Rail & OV
Netherlands
$36.6M -$620K -6,441 -2%
JSC
99
J. Stern & Co
United Kingdom
$36.4M +$5.77M +59,963 +19%
New York State Common Retirement Fund
100
New York State Common Retirement Fund
New York
$35.1M -$405K -4,210 -1%
2 3
4
5 6