OTIS icon

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 %
ET
126
Equitable Trust
Tennessee
$24.3M 244,320 -2,168 -0.9%
Toronto Dominion Bank
127
Toronto Dominion Bank
Ontario, Canada
$23.5M 237,200 +2,688 +1%
Allspring Global Investments
128
Allspring Global Investments
North Carolina
$22.8M 230,052 +136,324 +145%
Chevy Chase Trust
129
Chevy Chase Trust
Maryland
$22.4M 225,962 -4,038 -2%
State of New Jersey Common Pension Fund D
130
State of New Jersey Common Pension Fund D
New Jersey
$22.1M 222,461 – –
Swedbank
131
Swedbank
Sweden
$21.9M 220,937 +8,020 +4%
US Bancorp
132
US Bancorp
Minnesota
$21.7M 219,065 -6,688 -3%
DIA
133
Davidson Investment Advisors
Montana
$21.7M 218,409 +6,615 +3%
FMI
134
Factory Mutual Insurance
Massachusetts
$21.6M 217,300 – –
Natixis Advisors
135
Natixis Advisors
Massachusetts
$21.5M 216,663 +62,034 +40%
Caisse de Depot et Placement du Quebec (CDPQ)
136
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$21.5M 216,200 +207,662 +2,432%
BMSSC
137
B. Metzler seel. Sohn & Co
Germany
$21.2M 213,244 +2,083 +1%
Corient Private Wealth
138
Corient Private Wealth
Florida
$21.1M 212,521 +3,637 +2%
Handelsbanken Fonder
139
Handelsbanken Fonder
Sweden
$20.7M 208,295 -23,799 -10%
SSA
140
Schonfeld Strategic Advisors
New York
$20.2M 203,186 +171,465 +541%
DPAM
141
Degroof Petercam Asset Management
Belgium
$19.7M 198,753 -11,800 -6%
Aberdeen Group
142
Aberdeen Group
United Kingdom
$19.7M 198,369 +562 +0.3%
AQR Capital Management
143
AQR Capital Management
Connecticut
$19.2M 193,375 +36,464 +23%
Public Sector Pension Investment Board (PSP Investments)
144
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$19.1M 192,612 +183,200 +1,946%
VLKIM
145
Van Lanschot Kempen Investment Management
Netherlands
$18.8M 188,972 – –
RJA
146
Raymond James & Associates
Florida
$18.7M 188,040 -10,068 -5%
BS
147
Banco Santander
Spain
$18.5M 186,071 +14,815 +9%
IMRF
148
Illinois Municipal Retirement Fund
Illinois
$18.4M 185,300 – –
Brown Advisory
149
Brown Advisory
Maryland
$18.3M 184,767 -23,620 -11%
Treasurer of the State of North Carolina
150
Treasurer of the State of North Carolina
North Carolina
$18.3M 184,721 +1,260 +0.7%
4 5
6
7 8