OTIS icon

Otis Worldwide
OTIS

Overview Fund Activity

1,188 hedge funds and large institutions have $30.7B invested in Otis Worldwide in 2021 Q4 according to their latest regulatory filings, with 158 funds opening new positions, 355 increasing their positions, 473 reducing their positions, and 87 closing their positions.

Holders
1,188
Holders Change
+53
Holders Change %
+4.67%
% of All Funds
18.35%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.19%
New
158
Increased
355
Reduced
473
Closed
87
Calls
$123M
Puts
$28.4M
Net Calls
+$94.9M
Net Calls Change
+$10.8M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$404M
2
Lazard Asset Management
2
Lazard Asset Management
New York
$254M
3
Ameriprise
3
Ameriprise
Minnesota
$131M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$327M
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$701M

Top Sellers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$55.5M
2
AIM
2
Alphinity Investment Management
Australia
$14.5M
3
LFRG
3
Lazard Frères Gestion
France
$0
4
AC
4
AKO Capital
United Kingdom
$324M
5
Artisan Partners
5
Artisan Partners
Wisconsin
$93.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.33B 38,297,402 -143,270 -0.4%
BlackRock
2
BlackRock
New York
$3.23B 37,081,287 +372,147 +1%
State Street
3
State Street
Massachusetts
$1.48B 16,979,598 +292,558 +2%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.32B 15,179,611 +449,187 +3%
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$953M 10,947,598 +51,646 +0.5%
Fiera Capital (Canada)
6
Fiera Capital (Canada)
Quebec, Canada
$885M 10,162,253 -5,629 -0.1%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$763M 8,773,526 +202,089 +2%
AllianceBernstein
8
AllianceBernstein
Tennessee
$701M 8,053,409 +890,179 +12%
Capital Research Global Investors
9
Capital Research Global Investors
California
$641M 7,361,047 +2,611 +0%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$614M 7,051,873 -30,296 -0.4%
BCF
11
BLS Capital Fondsmaeglerselskab
Denmark
$552M 6,334,092 +577,750 +10%
Invesco
12
Invesco
Georgia
$539M 6,186,737 -5,156 -0.1%
Dodge & Cox
13
Dodge & Cox
California
$468M 5,369,897 -356,151 -6%
Northern Trust
14
Northern Trust
Illinois
$418M 4,795,206 -19,423 -0.4%
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$404M 4,635,029 +2,916,030 +170%
DVI
16
Deccan Value Investors
Connecticut
$384M 4,404,554 -163,746 -4%
Bank of America
17
Bank of America
North Carolina
$375M 4,306,519 +111,449 +3%
Norges Bank
18
Norges Bank
Norway
$335M 3,849,548 -140,657 -4%
T. Rowe Price Associates
19
T. Rowe Price Associates
Maryland
$327M 3,756,134 +1,062,743 +39%
AC
20
AKO Capital
United Kingdom
$324M 3,724,255 -1,071,186 -22%
SP
21
Sarasin & Partners
United Kingdom
$319M 3,664,378 +174,885 +5%
CIBC Private Wealth Group
22
CIBC Private Wealth Group
Georgia
$286M 3,284,467 +11,831 +0.4%
Boston Partners
23
Boston Partners
Massachusetts
$277M 3,178,078 -125,973 -4%
ClearBridge Investments
24
ClearBridge Investments
New York
$263M 3,023,151 -436,305 -13%
Legal & General Group
25
Legal & General Group
United Kingdom
$256M 2,940,922 -143,306 -5%
1
2 3 4 5