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Otis Worldwide

1,200 hedge funds and large institutions have $34.8B invested in Otis Worldwide in 2024 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 384 increasing their positions, 445 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

261% more call options, than puts

Call options by funds: $169M | Put options by funds: $46.9M

34% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 76

5% more capital invested

Capital invested by funds: $33B → $34.8B (+$1.72B)

1% more funds holding

Funds holding: 1,1891,200 (+11)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

3.87% less ownership

Funds ownership: 90.27%86.39% (-3.9%)

14% less repeat investments, than reductions

Existing positions increased: 384 | Existing positions reduced: 445

Holders
1,200
Holders Change
+11
Holders Change %
+0.93%
% of All Funds
17.29%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
102
Increased
384
Reduced
445
Closed
76
Calls
$169M
Puts
$46.9M
Net Calls
+$123M
Net Calls Change
+$41.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Prudential Financial
101
Prudential Financial
New Jersey
$38.5M +$5.18M +55,995 +17%
PRO
102
Pensioenfonds Rail & OV
Netherlands
$38.3M -$10.4M -112,045 -22%
KBC Group
103
KBC Group
Belgium
$37.9M -$3.3M -35,676 -9%
Bank of Montreal
104
Bank of Montreal
Ontario, Canada
$37.9M -$6.39M -69,136 -15%
New York State Common Retirement Fund
105
New York State Common Retirement Fund
New York
$36.6M -$3.42M -36,997 -9%
Federated Hermes
106
Federated Hermes
Pennsylvania
$35.4M +$22.2M +240,602 +208%
New York State Teachers Retirement System (NYSTRS)
107
New York State Teachers Retirement System (NYSTRS)
New York
$34.4M -$2.83M -30,654 -8%
OIAM
108
OFI Invest Asset Management
France
$33.8M +$1.42M +15,371 +4%
Impax Asset Management Group
109
Impax Asset Management Group
United Kingdom
$32M -$7.36M -79,660 -20%
Victory Capital Management
110
Victory Capital Management
Texas
$31.7M -$78.5K -849 -0.3%
JSC
111
J. Stern & Co
United Kingdom
$31.6M +$8.64M +93,462 +42%
PWLP
112
Prio Wealth Limited Partnership
Massachusetts
$31.3M +$2.61M +28,239 +10%
First Trust Advisors
113
First Trust Advisors
Illinois
$31.1M -$1.84M -19,858 -6%
Mitsubishi UFJ Trust & Banking
114
Mitsubishi UFJ Trust & Banking
Japan
$30.7M -$141K -1,522 -0.5%
WF
115
Welch & Forbes
Massachusetts
$29.4M -$568K -6,142 -2%
QPBE
116
Quintet Private Bank (Europe)
Luxembourg
$29.3M -$2.34M -25,342 -9%
CS
117
Candriam SCA
Luxembourg
$28.8M +$440K +4,762 +2%
Ameriprise
118
Ameriprise
Minnesota
$28.8M +$257K +2,777 +1%
BPC
119
Banque Pictet & Cie
Switzerland
$28.4M +$569K +6,151 +2%
NLGIA
120
Nippon Life Global Investors Americas
New York
$26.7M +$3.39M +36,695 +16%
SAM
121
Storebrand Asset Management
Norway
$26.5M +$8.39M +90,726 +51%
BTCPP
122
Border to Coast Pensions Partnership
United Kingdom
$25.9M
Jane Street
123
Jane Street
New York
$25.8M +$4.91M +53,108 +26%
Robeco Institutional Asset Management
124
Robeco Institutional Asset Management
Netherlands
$25.5M +$1.61M +17,439 +7%
Canada Pension Plan Investment Board
125
Canada Pension Plan Investment Board
Ontario, Canada
$25.2M +$9.22M +99,799 +65%