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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
Canada Pension Plan Investment Board
151
Canada Pension Plan Investment Board
Ontario, Canada
$15.1M -$539K -6,400 -4%
CIC
152
Carnegie Investment Counsel
Ohio
$15.1M -$189K -2,249 -1%
Royal London Asset Management
153
Royal London Asset Management
United Kingdom
$14.9M +$740K +8,779 +6%
SAM
154
Storebrand Asset Management
Norway
$14.7M +$358K +4,252 +3%
PI
155
PGGM Investments
Netherlands
$14.6M +$2.53M +30,001 +22%
CCM
156
Copeland Capital Management
Pennsylvania
$14.6M +$5.06M +60,007 +58%
M&T Bank
157
M&T Bank
New York
$14.5M -$696K -8,259 -5%
Asset Management One
158
Asset Management One
Japan
$14.5M -$490K -5,814 -3%
APG Asset Management
159
APG Asset Management
Netherlands
$14.4M -$259K -3,075 -2%
Axa
160
Axa
France
$13.9M -$158K -1,876 -1%
Commonwealth Equity Services
161
Commonwealth Equity Services
Massachusetts
$13.7M -$224K -2,655 -2%
AAF
162
Andra AP-fonden
Sweden
$13.5M -$4.76M -56,500 -27%
IMRF
163
Illinois Municipal Retirement Fund
Illinois
$13.4M -$4.54M -53,849 -26%
Creative Planning
164
Creative Planning
Kansas
$13.3M +$24.3K +289 +0.2%
TD Asset Management
165
TD Asset Management
Ontario, Canada
$13.3M -$268K -3,179 -2%
WorldQuant Millennium Advisors
166
WorldQuant Millennium Advisors
New York
$13.2M +$12.5M +148,790 New
Natixis Advisors
167
Natixis Advisors
Massachusetts
$13.1M +$25.5K +303 +0.2%
NLGIA
168
Nippon Life Global Investors Americas
New York
$13.1M +$2.15M +25,520 +21%
Korea Investment Corp
169
Korea Investment Corp
South Korea
$13M -$4.62M -54,854 -27%
SGK
170
Steigerwald Gordon & Koch
Virginia
$12.8M +$212K +2,511 +2%
Nomura Asset Management
171
Nomura Asset Management
Japan
$12.7M +$3.1M +36,801 +35%
GG
172
Greenwood Gearhart
Arkansas
$12.5M +$397K +4,716 +3%
Teacher Retirement System of Texas
173
Teacher Retirement System of Texas
Texas
$12.3M -$5.2M -61,693 -31%
Handelsbanken Fonder
174
Handelsbanken Fonder
Sweden
$12.3M +$253K +3,007 +2%
Susquehanna International Group
175
Susquehanna International Group
Pennsylvania
$12.3M -$5.76M -68,381 -33%