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Otis Worldwide
OTIS

Overview Fund Activity

1,161 hedge funds and large institutions have $25.2B invested in Otis Worldwide in 2020 Q4 according to their latest regulatory filings, with 154 funds opening new positions, 291 increasing their positions, 533 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,161
Holders Change
+54
Holders Change %
+4.88%
% of All Funds
20.6%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.28%
New
154
Increased
291
Reduced
533
Closed
87
Calls
$34.3M
Puts
$14.7M
Net Calls
+$19.6M
Net Calls Change
+$87K

Top Buyers

1
Deutsche Bank
1
Deutsche Bank
Germany
$228M
2
Viking Global Investors
2
Viking Global Investors
Connecticut
$365M
3
Morgan Stanley
3
Morgan Stanley
New York
$247M
4
Invesco
4
Invesco
Georgia
$212M
5
Capital Research Global Investors
5
Capital Research Global Investors
California
$602M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$274M
2
Dodge & Cox
2
Dodge & Cox
California
$451M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$184M
4
State Street
4
State Street
Massachusetts
$2.27B
5
MWA
5
Marshall Wace Asia
Hong Kong
$79.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
APG Asset Management
101
APG Asset Management
Netherlands
$38.5M -$7.57M -137,033 -16%
KBC Group
102
KBC Group
Belgium
$38.4M +$1.91M +5,130 +5%
Principal Financial Group
103
Principal Financial Group
Iowa
$37.5M -$1.47M -21,715 -4%
State Board of Administration of Florida Retirement System
104
State Board of Administration of Florida Retirement System
Florida
$36.4M -$205K -3,030 -0.6%
FMI
105
Factory Mutual Insurance
Massachusetts
$36.3M +$17.6M +260,500 +94%
Toronto Dominion Bank
106
Toronto Dominion Bank
Ontario, Canada
$35.9M +$2.82M +41,766 +9%
New York State Teachers Retirement System (NYSTRS)
107
New York State Teachers Retirement System (NYSTRS)
New York
$34.7M -$141K -2,093 -0.4%
Point72 Asset Management
108
Point72 Asset Management
Connecticut
$34.2M -$9.35M -138,386 -21%
SI
109
Scharf Investments
California
$33.6M -$5.05M -74,712 -13%
Ameriprise
110
Ameriprise
Minnesota
$32.5M +$8.24M +122,026 +34%
PI
111
PGGM Investments
Netherlands
$31.5M +$31.5M +466,755 New
CRM
112
Cramer Rosenthal McGlynn
Connecticut
$30.7M +$2.33M +34,495 +8%
Public Sector Pension Investment Board (PSP Investments)
113
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$26M -$1.17M -17,300 -4%
MAMU
114
Marathon Asset Management (UK)
United Kingdom
$25.9M -$978K -14,476 -4%
Thrivent Financial for Lutherans
115
Thrivent Financial for Lutherans
Minnesota
$25M -$3.27M -48,339 -12%
Prudential Financial
116
Prudential Financial
New Jersey
$24.9M -$13.7M -202,544 -35%
Mitsubishi UFJ Trust & Banking
117
Mitsubishi UFJ Trust & Banking
Japan
$24.8M -$749K -11,087 -3%
WF
118
Welch & Forbes
Massachusetts
$24.2M -$391K -5,787 -2%
MSV
119
MN Services Vermogensbeheer
Netherlands
$24.1M – – –
MWNA
120
Marshall Wace North America
New York
$23.7M -$51.8M -766,354 -69%
PP
121
Prudential plc
United Kingdom
$23.4M -$5.89M -87,175 -20%
Canada Life
122
Canada Life
Manitoba, Canada
$22.8M +$2.22M +32,960 +11%
Marshall Wace
123
Marshall Wace
United Kingdom
$22.8M -$36.3M -537,634 -61%
Citigroup
124
Citigroup
New York
$21.5M -$7.23M -107,090 -25%
ERSOT
125
Employees Retirement System of Texas
Texas
$21.4M +$13.1K +194 +0.1%
3 4
5
6 7