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Otis Worldwide
OTIS

Overview Fund Activity

1,180 hedge funds and large institutions have $34B invested in Otis Worldwide in 2024 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 392 increasing their positions, 452 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,180
Holders Change
-12
Holders Change %
-1.01%
% of All Funds
17.16%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
80
Increased
392
Reduced
452
Closed
72
Calls
$142M
Puts
$46.8M
Net Calls
+$94.7M
Net Calls Change
-$27.8M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.92B
2
Franklin Resources
2
Franklin Resources
California
$447M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$794M
4
SP
4
Sarasin & Partners
United Kingdom
$398M
5
PAM
5
PineStone Asset Management
Quebec, Canada
$264M

Top Sellers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$2.66M
2
AC
2
AKO Capital
United Kingdom
$0
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$32.9M
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$267M
5
State of Wisconsin Investment Board
5
State of Wisconsin Investment Board
Wisconsin
$108M
Name Holding Trade Value Shares
Change 		Shares
Change %
Swedbank
126
Swedbank
Sweden
$21.2M -$78.7K -818 -0.4%
Handelsbanken Fonder
127
Handelsbanken Fonder
Sweden
$20.7M +$667K +6,924 +3%
US Bancorp
128
US Bancorp
Minnesota
$20.5M -$606K -6,293 -3%
BMSSC
129
B. Metzler seel. Sohn & Co
Germany
$20.4M -$176K -1,833 -0.9%
Robeco Institutional Asset Management
130
Robeco Institutional Asset Management
Netherlands
$20.1M -$4.69M -48,688 -19%
Toronto Dominion Bank
131
Toronto Dominion Bank
Ontario, Canada
$19.8M -$3.02M -31,364 -13%
DekaBank Deutsche Girozentrale
132
DekaBank Deutsche Girozentrale
Germany
$19.7M +$4.09M +42,803 +26%
APG Asset Management
133
APG Asset Management
Netherlands
$19.5M +$6.87M +76,523 +55%
Public Sector Pension Investment Board (PSP Investments)
134
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$19.1M +$602K +6,259 +3%
Royal London Asset Management
135
Royal London Asset Management
United Kingdom
$19M +$1.43M +14,866 +8%
Corient Private Wealth
136
Corient Private Wealth
Florida
$18.9M -$1.55M -16,079 -8%
BS
137
Banco Santander
Spain
$18.3M +$421K +4,370 +2%
National Bank of Canada
138
National Bank of Canada
Quebec, Canada
$18.1M +$2.32M +24,485 +15%
IMRF
139
Illinois Municipal Retirement Fund
Illinois
$17.8M – – –
Korea Investment Corp
140
Korea Investment Corp
South Korea
$17.8M -$23M -238,582 -56%
RJA
141
Raymond James & Associates
Florida
$17.6M -$491K -5,103 -3%
CIC
142
Carnegie Investment Counsel
Ohio
$17.1M +$316K +3,287 +2%
Treasurer of the State of North Carolina
143
Treasurer of the State of North Carolina
North Carolina
$16.9M -$854K -8,875 -5%
CCM
144
Copeland Capital Management
Pennsylvania
$16.8M +$589K +6,114 +4%
Nordea Investment Management
145
Nordea Investment Management
Sweden
$16.5M -$28M -291,160 -63%
Credit Agricole
146
Credit Agricole
France
$16.5M +$13.4M +139,169 +435%
PI
147
PGGM Investments
Netherlands
$16.4M – – –
Brown Advisory
148
Brown Advisory
Maryland
$16.1M -$1.64M -17,054 -9%
TD Asset Management
149
TD Asset Management
Ontario, Canada
$16.1M +$513K +5,327 +3%
M&T Bank
150
M&T Bank
New York
$15.9M +$1.28M +13,273 +9%
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6
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