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Otis Worldwide

1,123 hedge funds and large institutions have $31.9B invested in Otis Worldwide in 2023 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 333 increasing their positions, 445 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

97% more call options, than puts

Call options by funds: $193M | Put options by funds: $98.1M

46% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 65

2% more funds holding

Funds holding: 1,0991,123 (+24)

3% more capital invested

Capital invested by funds: $30.9B → $31.9B (+$1.02B)

10.61% less ownership

Funds ownership: 97.38%86.77% (-11%)

25% less repeat investments, than reductions

Existing positions increased: 333 | Existing positions reduced: 445

29% less funds holding in top 10

Funds holding in top 10: 1410 (-4)

Holders
1,123
Holders Change
+24
Holders Change %
+2.18%
% of All Funds
17.63%
Holding in Top 10
10
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-28.57%
% of All Funds
0.16%
New
95
Increased
333
Reduced
445
Closed
65
Calls
$193M
Puts
$98.1M
Net Calls
+$95.2M
Net Calls Change
+$151M
Name Holding Trade Value Shares
Change
Change in
Stake
Adage Capital Partners
101
Adage Capital Partners
Massachusetts
$41.8M +$35.7M +423,732 +921%
Qube Research & Technologies (QRT)
102
Qube Research & Technologies (QRT)
United Kingdom
$39.9M +$22M +261,599 +140%
New York State Teachers Retirement System (NYSTRS)
103
New York State Teachers Retirement System (NYSTRS)
New York
$39.7M -$462K -5,489 -1%
HSBC Holdings
104
HSBC Holdings
United Kingdom
$38.7M -$16.4M -194,544 -31%
AIM
105
Alphinity Investment Management
Australia
$37.9M +$10.4M +123,918 +41%
Impax Asset Management Group
106
Impax Asset Management Group
United Kingdom
$37.8M +$217K +2,580 +0.6%
TC
107
TwinBeech Capital
New York
$36.3M +$34.3M +407,582 New
RG
108
Rathbones Group
United Kingdom
$35.8M +$827K +9,820 +3%
KBC Group
109
KBC Group
Belgium
$35M +$20.5M +243,754 +164%
Prudential Financial
110
Prudential Financial
New Jersey
$33.8M -$1.26M -14,906 -4%
Envestnet Asset Management
111
Envestnet Asset Management
Illinois
$33.4M +$3.77M +44,696 +14%
BPC
112
Banque Pictet & Cie
Switzerland
$31.9M -$5.04M -59,811 -14%
Victory Capital Management
113
Victory Capital Management
Texas
$30.6M -$1.9M -22,579 -6%
CS
114
Candriam SCA
Luxembourg
$29.5M -$7.54M -89,490 -21%
Citigroup
115
Citigroup
New York
$28.5M -$6.79M -80,607 -20%
Ameriprise
116
Ameriprise
Minnesota
$28.1M +$172K +2,039 +0.6%
Mitsubishi UFJ Trust & Banking
117
Mitsubishi UFJ Trust & Banking
Japan
$27.7M +$157K +1,859 +0.6%
Allspring Global Investments
118
Allspring Global Investments
North Carolina
$27.7M +$15.7M +186,079 +149%
CGI
119
Comgest Global Investors
France
$27.3M +$5.96M +70,700 +30%
BG
120
Bahl & Gaynor
Ohio
$27.1M +$11.7M +139,428 +85%
WF
121
Welch & Forbes
Massachusetts
$27M -$154K -1,824 -0.6%
VNIM
122
Vaughan Nelson Investment Management
Texas
$26.7M -$5.16M -61,194 -17%
BMSSC
123
B. Metzler seel. Sohn & Co
Germany
$26.2M +$497K +5,896 +2%
PWLP
124
Prio Wealth Limited Partnership
Massachusetts
$26.1M +$9.69K +115 +0%
Nordea Investment Management
125
Nordea Investment Management
Sweden
$25.4M -$8.19M -97,250 -26%