We are live on ! Find out more
OTIS icon

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
Brown Advisory
151
Brown Advisory
Maryland
$18.3M -$2.18M -23,620 -11%
Treasurer of the State of North Carolina
152
Treasurer of the State of North Carolina
North Carolina
$18.3M +$116K +1,260 +0.7%
Royal London Asset Management
153
Royal London Asset Management
United Kingdom
$18.1M +$190K +2,053 +1%
CIC
154
Carnegie Investment Counsel
Ohio
$17.3M +$252K +2,724 +2%
PI
155
PGGM Investments
Netherlands
$16.9M
CCM
156
Copeland Capital Management
Pennsylvania
$16.8M +$1.18M +12,714 +8%
Axa
157
Axa
France
$16.7M +$562K +6,085 +4%
VNIM
158
Vaughan Nelson Investment Management
Texas
$16.7M -$12.2M -131,849 -44%
SEI Investments
159
SEI Investments
Pennsylvania
$16.5M -$3.37M -36,430 -18%
MSV
160
MN Services Vermogensbeheer
Netherlands
$16.4M -$2.52M -27,300 -14%
DekaBank Deutsche Girozentrale
161
DekaBank Deutsche Girozentrale
Germany
$16.3M +$1.5M +16,181 +11%
Ohio Public Employees Retirement System (OPERS)
162
Ohio Public Employees Retirement System (OPERS)
Ohio
$16.2M -$1.51M -16,332 -9%
National Bank of Canada
163
National Bank of Canada
Quebec, Canada
$16.2M -$336K -3,631 -2%
TD Asset Management
164
TD Asset Management
Ontario, Canada
$16.1M +$330K +3,573 +2%
SG Americas Securities
165
SG Americas Securities
New York
$15.8M +$4.02M +43,485 +37%
Asset Management One
166
Asset Management One
Japan
$15.4M -$522K -5,653 -4%
Commonwealth Equity Services
167
Commonwealth Equity Services
Massachusetts
$15.2M +$162K +1,749 +1%
M&T Bank
168
M&T Bank
New York
$15.1M -$186K -2,016 -1%
Creative Planning
169
Creative Planning
Kansas
$14.9M +$85.3K +923 +0.6%
SGK
170
Steigerwald Gordon & Koch
Virginia
$14.8M +$101K +1,098 +0.7%
CIBC Asset Management
171
CIBC Asset Management
Ontario, Canada
$14.6M +$247K +2,669 +2%
TIAA Trust, National Association
172
TIAA Trust, National Association
North Carolina
$14.5M +$11.8M +127,311 +668%
Millennium Management
173
Millennium Management
New York
$14M -$14.5M -156,848 -53%
LPL Financial
174
LPL Financial
California
$13.8M +$1.36M +14,767 +12%
RAM
175
Resona Asset Management
Japan
$13.8M +$12.8M +138,633 New