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Otis Worldwide
OTIS

Overview Fund Activity

1,187 hedge funds and large institutions have $36.6B invested in Otis Worldwide in 2024 Q3 according to their latest regulatory filings, with 95 funds opening new positions, 350 increasing their positions, 487 reducing their positions, and 73 closing their positions.

Holders
1,187
Holders Change
+8
Holders Change %
+0.68%
% of All Funds
17.17%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.12%
New
95
Increased
350
Reduced
487
Closed
73
Calls
$167M
Puts
$97.4M
Net Calls
+$70.1M
Net Calls Change
-$24.6M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$2.92B
2
Franklin Resources
2
Franklin Resources
California
$775M
3
VanEck Associates
3
VanEck Associates
New York
$233M
4
MMH
4
Menora Mivtachim Holdings
Israel
$311M
5
National Bank of Canada
5
National Bank of Canada
Quebec, Canada
$74.3M

Top Sellers

1
BlackRock
1
BlackRock
New York
$3.38B
2
Los Angeles Capital Management
2
Los Angeles Capital Management
California
$93.8M
3
CF
3
Canoe Financial
Alberta, Canada
$13.5M
4
Boston Partners
4
Boston Partners
Massachusetts
$134M
5
Morgan Stanley
5
Morgan Stanley
New York
$1.23B
Name Holding Trade Value Shares
Change 		Shares
Change %
Canada Life
76
Canada Life
Manitoba, Canada
$65.2M +$1.81M +17,399 +3%
First Trust Advisors
77
First Trust Advisors
Illinois
$64.1M -$32.2M -309,840 -33%
PI
78
PineBridge Investments
New York
$62.7M -$2.4M -23,131 -4%
VOYA Investment Management
79
VOYA Investment Management
Georgia
$61.3M -$18M -173,623 -23%
HPC
80
HM Payson & Co
Maine
$59.2M +$277K +2,669 +0.5%
RPI
81
Railway Pension Investments
United Kingdom
$58.6M – – –
Envestnet Asset Management
82
Envestnet Asset Management
Illinois
$56.7M +$4.02M +38,699 +8%
Artisan Partners
83
Artisan Partners
Wisconsin
$56.6M -$672K -6,469 -1%
American Century Companies
84
American Century Companies
Missouri
$55.7M -$9.03M -86,895 -14%
State of Wisconsin Investment Board
85
State of Wisconsin Investment Board
Wisconsin
$51.9M -$65.2M -627,490 -56%
RG
86
Rathbones Group
United Kingdom
$49.1M +$1.91M +18,353 +4%
Principal Financial Group
87
Principal Financial Group
Iowa
$49M +$651K +6,261 +1%
State Board of Administration of Florida Retirement System
88
State Board of Administration of Florida Retirement System
Florida
$47.7M -$1.41M -13,541 -3%
CS
89
Candriam SCA
Luxembourg
$47.4M +$17M +163,470 +56%
PNC Financial Services Group
90
PNC Financial Services Group
Pennsylvania
$45.7M -$1.02M -9,831 -2%
Bank of Montreal
91
Bank of Montreal
Ontario, Canada
$42.8M +$2.97M +28,436 +7%
Citigroup
92
Citigroup
New York
$42.6M -$5.32M -51,148 -11%
CGI
93
Comgest Global Investors
France
$41.4M -$2.59M -24,904 -6%
JSC
94
J. Stern & Co
United Kingdom
$40.7M +$1.36M +13,096 +3%
BG
95
Bahl & Gaynor
Ohio
$39.9M -$3.44M -33,124 -8%
PRO
96
Pensioenfonds Rail & OV
Netherlands
$39.5M – – –
Squarepoint
97
Squarepoint
New York
$38.8M -$8.5M -81,737 -18%
JSSH
98
J. Safra Sarasin Holding
$38.5M +$7.78M +74,822 +25%
F
99
FIFTHDELTA
United Kingdom
$38.4M -$3.22M -31,000 -8%
Mitsubishi UFJ Trust & Banking
100
Mitsubishi UFJ Trust & Banking
Japan
$38.2M +$6.01M +57,786 +19%
2 3
4
5 6