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Otis Worldwide
OTIS

Overview Fund Activity

1,135 hedge funds and large institutions have $29.1B invested in Otis Worldwide in 2021 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 374 increasing their positions, 448 reducing their positions, and 75 closing their positions.

Holders
1,135
Holders Change
+4
Holders Change %
+0.35%
% of All Funds
19.94%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.23%
New
92
Increased
374
Reduced
448
Closed
75
Calls
$163M
Puts
$78.5M
Net Calls
+$84M
Net Calls Change
+$66.8M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.21B
2
OAC
2
OMERS Administration Corp
Ontario, Canada
$125M
3
BlackRock
3
BlackRock
New York
$3.02B
4
PAMS
4
Pictet Asset Management (Switzerland)
Switzerland
$90.1M
5
Assenagon Asset Management
5
Assenagon Asset Management
Luxembourg
$86.5M

Top Sellers

1
Deutsche Bank
1
Deutsche Bank
Germany
$128M
2
Norges Bank
2
Norges Bank
Norway
$328M
3
VAM
3
Vontobel Asset Management
New York
$247M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$230M
5
EC
5
Eminence Capital
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.16B 38,440,672 +758,994 +2%
BlackRock
2
BlackRock
New York
$3.02B 36,709,140 +1,372,775 +4%
State Street
3
State Street
Massachusetts
$1.37B 16,687,040 +632,956 +4%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.21B 14,730,424 +2,749,257 +23%
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$897M 10,895,952 -160,150 -1%
Fiera Capital (Canada)
6
Fiera Capital (Canada)
Quebec, Canada
$837M 10,167,882 -94,094 -0.9%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$704M 8,571,437 +520,103 +6%
Capital Research Global Investors
8
Capital Research Global Investors
California
$605M 7,358,436 +853 +0%
AllianceBernstein
9
AllianceBernstein
Tennessee
$589M 7,163,230 -39,413 -0.5%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$583M 7,082,169 +38,736 +0.5%
Invesco
11
Invesco
Georgia
$509M 6,191,893 +49,325 +0.8%
BCF
12
BLS Capital Fondsmaeglerselskab
Denmark
$474M 5,756,342 +557,025 +11%
Dodge & Cox
13
Dodge & Cox
California
$471M 5,726,048 -514,457 -8%
Northern Trust
14
Northern Trust
Illinois
$396M 4,814,629 +256,041 +6%
AC
15
AKO Capital
United Kingdom
$395M 4,795,441 -165,052 -3%
DVI
16
Deccan Value Investors
Connecticut
$376M 4,568,300 -103,600 -2%
Bank of America
17
Bank of America
North Carolina
$345M 4,195,070 +21,057 +0.5%
Norges Bank
18
Norges Bank
Norway
$328M 3,990,205 -1,499,133 -27%
SP
19
Sarasin & Partners
United Kingdom
$287M 3,489,493 +69,140 +2%
ClearBridge Investments
20
ClearBridge Investments
New York
$285M 3,459,456 +22,515 +0.7%
Boston Partners
21
Boston Partners
Massachusetts
$272M 3,304,051 -19,841 -0.6%
CIBC Private Wealth Group
22
CIBC Private Wealth Group
Georgia
$269M 3,272,636 +26,488 +0.8%
Legal & General Group
23
Legal & General Group
United Kingdom
$254M 3,084,228 +49,355 +2%
VAM
24
Vontobel Asset Management
New York
$247M 2,888,982 -1,349,631 -32%
Los Angeles Capital Management
25
Los Angeles Capital Management
California
$246M 2,985,129 +18,947 +0.6%
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