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Otis Worldwide
OTIS

Overview Fund Activity

1,131 hedge funds and large institutions have $29B invested in Otis Worldwide in 2021 Q2 according to their latest regulatory filings, with 115 funds opening new positions, 332 increasing their positions, 478 reducing their positions, and 95 closing their positions.

Holders
1,131
Holders Change
+8
Holders Change %
+0.71%
% of All Funds
19.75%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.26%
New
115
Increased
332
Reduced
478
Closed
95
Calls
$83M
Puts
$65.7M
Net Calls
+$17.3M
Net Calls Change
-$328K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$980M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$338M
3
Goldman Sachs
3
Goldman Sachs
New York
$253M
4
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$229M
5
EC
5
Eminence Capital
New York
$96.7M

Top Sellers

1
State Street
1
State Street
Massachusetts
$1.31B
2
Viking Global Investors
2
Viking Global Investors
Connecticut
$0
3
CS
3
Credit Suisse
Switzerland
$164M
4
HSBC Holdings
4
HSBC Holdings
United Kingdom
$42.1M
5
OAC
5
OMERS Administration Corp
Ontario, Canada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.08B 37,681,678 -142,418 -0.4%
BlackRock
2
BlackRock
New York
$2.89B 35,336,365 +956,521 +3%
State Street
3
State Street
Massachusetts
$1.31B 16,054,084 -10,517,432 -40%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$980M 11,981,167 +3,640,221 +44%
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$904M 11,056,102 -405,995 -4%
Fiera Capital (Canada)
6
Fiera Capital (Canada)
Quebec, Canada
$839M 10,261,976 +38,412 +0.4%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$657M 8,051,334 +495,981 +7%
Capital Research Global Investors
8
Capital Research Global Investors
California
$602M 7,357,583 -795,551 -10%
AllianceBernstein
9
AllianceBernstein
Tennessee
$589M 7,202,643 +159,845 +2%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$576M 7,043,433 -494,217 -7%
Dodge & Cox
11
Dodge & Cox
California
$510M 6,240,505 -216,531 -3%
Invesco
12
Invesco
Georgia
$502M 6,142,568 +1,093,261 +22%
Norges Bank
13
Norges Bank
Norway
$449M 5,489,338 +22,973 +0.4%
BCF
14
BLS Capital Fondsmaeglerselskab
Denmark
$425M 5,199,317 +673,844 +15%
AC
15
AKO Capital
United Kingdom
$406M 4,960,493 -573,521 -10%
DVI
16
Deccan Value Investors
Connecticut
$382M 4,671,900 -3,600 -0.1%
Northern Trust
17
Northern Trust
Illinois
$373M 4,558,588 -26,535 -0.6%
VAM
18
Vontobel Asset Management
New York
$358M 4,238,613 +346,251 +9%
Bank of America
19
Bank of America
North Carolina
$341M 4,174,013 -398,547 -9%
Wellington Management Group
20
Wellington Management Group
Massachusetts
$338M 4,133,008 +2,391,396 +137%
ClearBridge Investments
21
ClearBridge Investments
New York
$281M 3,436,941 -43,241 -1%
SP
22
Sarasin & Partners
United Kingdom
$280M 3,420,353 -308,552 -8%
Boston Partners
23
Boston Partners
Massachusetts
$272M 3,323,892 -11,915 -0.4%
CIBC Private Wealth Group
24
CIBC Private Wealth Group
Georgia
$265M 3,246,148 +16,515 +0.5%
Deutsche Bank
25
Deutsche Bank
Germany
$263M 3,214,377 +1,132,425 +54%
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