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Otis Worldwide
OTIS

Overview Fund Activity

1,123 hedge funds and large institutions have $25.4B invested in Otis Worldwide in 2021 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 328 increasing their positions, 522 reducing their positions, and 118 closing their positions.

Holders
1,123
Holders Change
-38
Holders Change %
-3.27%
% of All Funds
19.78%
Holding in Top 10
12
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-25%
% of All Funds
0.21%
New
90
Increased
328
Reduced
522
Closed
118
Calls
$39M
Puts
$21.4M
Net Calls
+$17.6M
Net Calls Change
-$1.97M

Top Buyers

1
VAM
1
Vontobel Asset Management
New York
$276M
2
LCOV
2
London Company of Virginia
Virginia
$167M
3
BlackRock
3
BlackRock
New York
$2.35B
4
Invesco
4
Invesco
Georgia
$346M
5
Boston Partners
5
Boston Partners
Massachusetts
$228M

Top Sellers

1
State Street
1
State Street
Massachusetts
$1.82B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$186M
3
ProShare Advisors
3
ProShare Advisors
Maryland
$4.12M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$516M
5
CVA
5
Ceredex Value Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.59B 37,824,096 +367,811 +1%
BlackRock
2
BlackRock
New York
$2.35B 34,379,844 +2,154,634 +7%
State Street
3
State Street
Massachusetts
$1.82B 26,571,516 -7,026,472 -21%
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$785M 11,462,097 -161,157 -1%
Fiera Capital (Canada)
5
Fiera Capital (Canada)
Quebec, Canada
$700M 10,223,564 -506,798 -5%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$571M 8,340,946 +876,844 +12%
Capital Research Global Investors
7
Capital Research Global Investors
California
$558M 8,153,134 -763,189 -9%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$516M 7,555,353 +131,032 +2%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$516M 7,537,650 -1,541,903 -17%
CS
10
Credit Suisse
Switzerland
$510M 7,449,010 +676,280 +10%
AllianceBernstein
11
AllianceBernstein
Tennessee
$482M 7,042,798 +146,701 +2%
Viking Global Investors
12
Viking Global Investors
Connecticut
$468M 6,834,220 +1,436,557 +27%
Dodge & Cox
13
Dodge & Cox
California
$442M 6,457,036 -221,217 -3%
AC
14
AKO Capital
United Kingdom
$379M 5,534,014 +875,893 +19%
Norges Bank
15
Norges Bank
Norway
$374M 5,466,365 -337,179 -6%
Invesco
16
Invesco
Georgia
$346M 5,049,307 +1,916,805 +61%
DVI
17
Deccan Value Investors
Connecticut
$320M 4,675,500 -614,100 -12%
Northern Trust
18
Northern Trust
Illinois
$314M 4,585,123 -155,016 -3%
Bank of America
19
Bank of America
North Carolina
$313M 4,572,560 +522,054 +13%
BCF
20
BLS Capital Fondsmaeglerselskab
Denmark
$310M 4,525,473 +553,414 +14%
VAM
21
Vontobel Asset Management
New York
$276M 3,892,362 +3,072,265 +375%
SP
22
Sarasin & Partners
United Kingdom
$255M 3,728,905 +511,127 +16%
ClearBridge Investments
23
ClearBridge Investments
New York
$238M 3,480,182 -75,505 -2%
Boston Partners
24
Boston Partners
Massachusetts
$228M 3,335,807 +1,487,388 +80%
CIBC Private Wealth Group
25
CIBC Private Wealth Group
Georgia
$221M 3,229,633 +867,666 +37%
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