OTIS icon

Otis Worldwide
OTIS

Overview Fund Activity

1,037 hedge funds and large institutions have $22.5B invested in Otis Worldwide in 2022 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 287 increasing their positions, 454 reducing their positions, and 93 closing their positions.

Holders
1,037
Holders Change
-45
Holders Change %
-4.16%
% of All Funds
17.93%
Holding in Top 10
9
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-30.77%
% of All Funds
0.16%
New
64
Increased
287
Reduced
454
Closed
93
Calls
$206M
Puts
$324M
Net Calls
-$119M
Net Calls Change
+$56.3M

Top Buyers

1
Fundsmith LLP
1
Fundsmith LLP
United Kingdom
$401M
2
Mitsubishi UFJ Asset Management
2
Mitsubishi UFJ Asset Management
Japan
$178M
3
Boston Partners
3
Boston Partners
Massachusetts
$394M
4
FIS
4
Fundsmith Investment Services
Mauritius
$103M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$66.8M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$292M
2
BCF
2
BLS Capital Fondsmaeglerselskab
Denmark
$308M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$557M
4
Assenagon Asset Management
4
Assenagon Asset Management
Luxembourg
$13.5M
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.53B 39,694,622 +123,746 +0.3%
BlackRock
2
BlackRock
New York
$2.23B 35,021,336 -760,135 -2%
State Street
3
State Street
Massachusetts
$1.02B 15,956,282 -193,760 -1%
Morgan Stanley
4
Morgan Stanley
New York
$799M 12,528,705 -442,721 -3%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$621M 9,726,352 +146,700 +2%
AllianceBernstein
6
AllianceBernstein
Tennessee
$615M 9,637,299 -199,117 -2%
Fiera Capital (Canada)
7
Fiera Capital (Canada)
Quebec, Canada
$563M 9,844,380 -538,228 -5%
Massachusetts Financial Services
8
Massachusetts Financial Services
Massachusetts
$557M 8,732,674 -1,393,001 -14%
Fundsmith LLP
9
Fundsmith LLP
United Kingdom
$401M 6,285,878 +6,285,878 New
Boston Partners
10
Boston Partners
Massachusetts
$394M 6,150,062 +1,887,275 +44%
Capital Research Global Investors
11
Capital Research Global Investors
California
$393M 6,152,879 -233,637 -4%
Wellington Management Group
12
Wellington Management Group
Massachusetts
$337M 5,280,837 +432,248 +9%
Dodge & Cox
13
Dodge & Cox
California
$335M 5,256,622 -88,900 -2%
Invesco
14
Invesco
Georgia
$328M 5,144,578 -585,637 -10%
BCF
15
BLS Capital Fondsmaeglerselskab
Denmark
$308M 4,827,950 -1,444,765 -23%
Northern Trust
16
Northern Trust
Illinois
$297M 4,662,665 -76,861 -2%
Bank of America
17
Bank of America
North Carolina
$292M 4,580,399 +80,925 +2%
JPMorgan Chase & Co
18
JPMorgan Chase & Co
New York
$292M 4,574,986 -1,708,085 -27%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$266M 4,172,573 -213,980 -5%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$262M 4,110,444 -68,517 -2%
Norges Bank
21
Norges Bank
Norway
$252M 3,952,004 +251,717 +7%
Lazard Asset Management
22
Lazard Asset Management
New York
$242M 3,785,693 -197,440 -5%
SP
23
Sarasin & Partners
United Kingdom
$227M 3,558,786 -62,558 -2%
CIBC Private Wealth Group
24
CIBC Private Wealth Group
Georgia
$216M 3,388,637 +62,802 +2%
Parnassus Investments
25
Parnassus Investments
California
$212M 3,319,482 +458,478 +16%
1
2 3 4 5