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Otis Worldwide
OTIS

Overview Fund Activity

1,082 hedge funds and large institutions have $24.9B invested in Otis Worldwide in 2022 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 366 increasing their positions, 449 reducing their positions, and 102 closing their positions.

Holders
1,082
Holders Change
-58
Holders Change %
-5.09%
% of All Funds
18.3%
Holding in Top 10
13
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+44.44%
% of All Funds
0.22%
New
62
Increased
366
Reduced
449
Closed
102
Calls
$223M
Puts
$398M
Net Calls
-$175M
Net Calls Change
-$189M

Top Buyers

1
Parnassus Investments
1
Parnassus Investments
California
$202M
2
BlackRock
2
BlackRock
New York
$2.53B
3
Morgan Stanley
3
Morgan Stanley
New York
$917M
4
Brown Advisory
4
Brown Advisory
Maryland
$165M
5
PRO
5
Pensioenfonds Rail & OV
Netherlands
$73.9M

Top Sellers

1
Viking Global Investors
1
Viking Global Investors
Connecticut
$0
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$310M
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$71.2M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$13.8M
5
Capital Research Global Investors
5
Capital Research Global Investors
California
$451M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.8B 39,570,876 +443,690 +1%
BlackRock
2
BlackRock
New York
$2.53B 35,781,471 +1,898,678 +6%
State Street
3
State Street
Massachusetts
$1.14B 16,150,042 -405,939 -2%
Morgan Stanley
4
Morgan Stanley
New York
$917M 12,971,426 +1,449,548 +13%
Fiera Capital (Canada)
5
Fiera Capital (Canada)
Quebec, Canada
$734M 10,382,608 +357,384 +4%
Massachusetts Financial Services
6
Massachusetts Financial Services
Massachusetts
$716M 10,125,675 -336,844 -3%
AllianceBernstein
7
AllianceBernstein
Tennessee
$695M 9,836,416 +851,244 +9%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$676M 9,579,652 +331,942 +4%
Capital Research Global Investors
9
Capital Research Global Investors
California
$451M 6,386,516 -758,933 -11%
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
$444M 6,283,071 +543,143 +9%
BCF
11
BLS Capital Fondsmaeglerselskab
Denmark
$443M 6,272,715 -312 -0%
Invesco
12
Invesco
Georgia
$405M 5,730,215 -24,996 -0.4%
Dodge & Cox
13
Dodge & Cox
California
$378M 5,345,522 -100 -0%
Wellington Management Group
14
Wellington Management Group
Massachusetts
$343M 4,848,589 +626,924 +15%
Northern Trust
15
Northern Trust
Illinois
$335M 4,739,526 -2,526 -0.1%
Bank of America
16
Bank of America
North Carolina
$318M 4,499,474 +351,880 +8%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$310M 4,386,553 -1,646,333 -27%
Boston Partners
18
Boston Partners
Massachusetts
$303M 4,262,787 +751,238 +21%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$295M 4,178,961 +166,707 +4%
Lazard Asset Management
20
Lazard Asset Management
New York
$281M 3,983,133 +86,572 +2%
T. Rowe Price Associates
21
T. Rowe Price Associates
Maryland
$268M 3,798,975 -163,878 -4%
Goldman Sachs
22
Goldman Sachs
New York
$264M 3,737,193 +283,458 +8%
Norges Bank
23
Norges Bank
Norway
$261M 3,700,287 -191,290 -5%
SP
24
Sarasin & Partners
United Kingdom
$256M 3,621,344 -83,946 -2%
AC
25
AKO Capital
United Kingdom
$247M 3,498,532 -390,916 -10%
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