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Otis Worldwide
OTIS

Overview Fund Activity

1,191 hedge funds and large institutions have $34.7B invested in Otis Worldwide in 2024 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 383 increasing their positions, 441 reducing their positions, and 76 closing their positions.

Holders
1,191
Holders Change
+10
Holders Change %
+0.85%
% of All Funds
17.27%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
100
Increased
383
Reduced
441
Closed
76
Calls
$169M
Puts
$46.9M
Net Calls
+$123M
Net Calls Change
+$41.4M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.11B
2
Franklin Resources
2
Franklin Resources
California
$264M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$2.14B
4
CF
4
Canoe Financial
Alberta, Canada
$101M
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$229M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.29B
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$350M
3
Dodge & Cox
3
Dodge & Cox
California
$2.21M
4
PAM
4
PineStone Asset Management
Quebec, Canada
$186M
5
Boston Partners
5
Boston Partners
Massachusetts
$200M
Name Market Value Shares Shares
Change 		Shares
Change %
Prudential Financial
101
Prudential Financial
New Jersey
$38.5M 387,796 +55,995 +17%
PRO
102
Pensioenfonds Rail & OV
Netherlands
$38.3M 386,140 -112,045 -22%
KBC Group
103
KBC Group
Belgium
$37.9M 382,269 -35,676 -9%
Bank of Montreal
104
Bank of Montreal
Ontario, Canada
$37.9M 379,111 -69,136 -15%
New York State Common Retirement Fund
105
New York State Common Retirement Fund
New York
$36.6M 368,997 -36,997 -9%
Federated Hermes
106
Federated Hermes
Pennsylvania
$35.4M 356,378 +240,602 +208%
New York State Teachers Retirement System (NYSTRS)
107
New York State Teachers Retirement System (NYSTRS)
New York
$34.4M 347,026 -30,654 -8%
OIAM
108
OFI Invest Asset Management
France
$33.8M 367,215 +15,371 +4%
Impax Asset Management Group
109
Impax Asset Management Group
United Kingdom
$32M 322,731 -79,660 -20%
Victory Capital Management
110
Victory Capital Management
Texas
$31.7M 319,015 -849 -0.3%
JSC
111
J. Stern & Co
United Kingdom
$31.6M 318,650 +93,462 +42%
PWLP
112
Prio Wealth Limited Partnership
Massachusetts
$31.3M 315,228 +28,239 +10%
First Trust Advisors
113
First Trust Advisors
Illinois
$31.1M 313,382 -19,858 -6%
Mitsubishi UFJ Trust & Banking
114
Mitsubishi UFJ Trust & Banking
Japan
$30.7M 310,342 -1,522 -0.5%
WF
115
Welch & Forbes
Massachusetts
$29.4M 295,892 -6,142 -2%
QPBE
116
Quintet Private Bank (Europe)
Luxembourg
$29.3M 257,164 -25,342 -9%
CS
117
Candriam SCA
Luxembourg
$28.8M 289,772 +4,762 +2%
Ameriprise
118
Ameriprise
Minnesota
$28.8M 289,768 +2,777 +1%
BPC
119
Banque Pictet & Cie
Switzerland
$28.4M 285,678 +6,151 +2%
NLGIA
120
Nippon Life Global Investors Americas
New York
$26.7M 268,850 +36,695 +16%
BTCPP
121
Border to Coast Pensions Partnership
United Kingdom
$25.9M 260,719 – –
Jane Street
122
Jane Street
New York
$25.8M 260,393 +53,108 +26%
Robeco Institutional Asset Management
123
Robeco Institutional Asset Management
Netherlands
$25.5M 257,220 +17,439 +7%
Canada Pension Plan Investment Board
124
Canada Pension Plan Investment Board
Ontario, Canada
$25.2M 253,379 +99,799 +65%
Ensign Peak Advisors
125
Ensign Peak Advisors
Utah
$24.3M 244,602 -282,494 -54%
3 4
5
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