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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 %
Royal London Asset Management
151
Royal London Asset Management
United Kingdom
$18.1M 182,754 +2,053 +1%
CIC
152
Carnegie Investment Counsel
Ohio
$17.3M 174,604 +2,724 +2%
PI
153
PGGM Investments
Netherlands
$16.9M 170,081 – –
CCM
154
Copeland Capital Management
Pennsylvania
$16.8M 168,831 +12,714 +8%
Axa
155
Axa
France
$16.7M 168,528 +6,085 +4%
VNIM
156
Vaughan Nelson Investment Management
Texas
$16.7M 168,359 -131,849 -44%
SEI Investments
157
SEI Investments
Pennsylvania
$16.5M 166,407 -36,430 -18%
MSV
158
MN Services Vermogensbeheer
Netherlands
$16.4M 165,500 -27,300 -14%
DekaBank Deutsche Girozentrale
159
DekaBank Deutsche Girozentrale
Germany
$16.3M 162,726 +16,181 +11%
Ohio Public Employees Retirement System (OPERS)
160
Ohio Public Employees Retirement System (OPERS)
Ohio
$16.2M 163,167 -16,332 -9%
National Bank of Canada
161
National Bank of Canada
Quebec, Canada
$16.2M 166,410 -3,631 -2%
TD Asset Management
162
TD Asset Management
Ontario, Canada
$16.1M 161,829 +3,573 +2%
SG Americas Securities
163
SG Americas Securities
New York
$15.8M 159,478 +43,485 +37%
Asset Management One
164
Asset Management One
Japan
$15.4M 155,092 -5,653 -4%
Commonwealth Equity Services
165
Commonwealth Equity Services
Massachusetts
$15.2M 153,101 +1,749 +1%
M&T Bank
166
M&T Bank
New York
$15.1M 152,175 -2,016 -1%
Creative Planning
167
Creative Planning
Kansas
$14.9M 150,306 +923 +0.6%
SGK
168
Steigerwald Gordon & Koch
Virginia
$14.8M 148,607 +1,098 +0.7%
CIBC Asset Management
169
CIBC Asset Management
Ontario, Canada
$14.6M 147,205 +2,669 +2%
TIAA Trust, National Association
170
TIAA Trust, National Association
North Carolina
$14.5M 146,367 +127,311 +668%
Millennium Management
171
Millennium Management
New York
$14M 141,398 -156,848 -53%
LPL Financial
172
LPL Financial
California
$13.8M 139,319 +14,767 +12%
RAM
173
Resona Asset Management
Japan
$13.8M 138,633 +138,633 New
Nomura Asset Management
174
Nomura Asset Management
Japan
$13.7M 138,271 -7,541 -5%
Skandinaviska Enskilda Banken (SEB)
175
Skandinaviska Enskilda Banken (SEB)
Sweden
$13.5M 135,865 +40,608 +43%
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