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Otis Worldwide
OTIS

Overview Fund Activity

1,101 hedge funds and large institutions have $27.6B invested in Otis Worldwide in 2022 Q4 according to their latest regulatory filings, with 159 funds opening new positions, 298 increasing their positions, 431 reducing their positions, and 72 closing their positions.

Holders
1,101
Holders Change
+64
Holders Change %
+6.17%
% of All Funds
17.77%
Holding in Top 10
16
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+77.78%
% of All Funds
0.26%
New
159
Increased
298
Reduced
431
Closed
72
Calls
$165M
Puts
$363M
Net Calls
-$198M
Net Calls Change
-$79.3M

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$165M
2
Invesco
2
Invesco
Georgia
$524M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$588M
4
BCF
4
BLS Capital Fondsmaeglerselskab
Denmark
$468M
5
PI
5
Putnam Investments
Massachusetts
$150M

Top Sellers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$37.4M
2
ClearBridge Investments
2
ClearBridge Investments
New York
$119M
3
Goldman Sachs
3
Goldman Sachs
New York
$156M
4
Caisse de Depot et Placement du Quebec (CDPQ)
4
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$44.6M
5
Boston Partners
5
Boston Partners
Massachusetts
$424M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.11B 39,713,309 +18,687 +0%
BlackRock
2
BlackRock
New York
$2.76B 35,205,624 +184,288 +0.5%
State Street
3
State Street
Massachusetts
$1.25B 15,950,278 -6,004 -0%
Morgan Stanley
4
Morgan Stanley
New York
$1.03B 13,210,697 +681,992 +5%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$769M 9,826,431 +100,079 +1%
Fiera Capital (Canada)
6
Fiera Capital (Canada)
Quebec, Canada
$731M 9,328,569 -515,811 -5%
AllianceBernstein
7
AllianceBernstein
Tennessee
$713M 9,105,845 -531,454 -6%
Massachusetts Financial Services
8
Massachusetts Financial Services
Massachusetts
$651M 8,316,406 -416,268 -5%
Capital Research Global Investors
9
Capital Research Global Investors
California
$588M 7,503,914 +1,351,035 +22%
Invesco
10
Invesco
Georgia
$524M 6,687,964 +1,543,386 +30%
Fundsmith LLP
11
Fundsmith LLP
United Kingdom
$492M 6,280,677 -5,201 -0.1%
BCF
12
BLS Capital Fondsmaeglerselskab
Denmark
$468M 5,979,194 +1,151,244 +24%
Boston Partners
13
Boston Partners
Massachusetts
$424M 5,398,210 -751,852 -12%
Wellington Management Group
14
Wellington Management Group
Massachusetts
$409M 5,225,931 -54,906 -1%
Dodge & Cox
15
Dodge & Cox
California
$409M 5,223,222 -33,400 -0.6%
Bank of America
16
Bank of America
North Carolina
$370M 4,730,094 +149,695 +3%
Norges Bank
17
Norges Bank
Norway
$370M 4,724,974 +772,970 +20%
Northern Trust
18
Northern Trust
Illinois
$362M 4,621,940 -40,725 -0.9%
JPMorgan Chase & Co
19
JPMorgan Chase & Co
New York
$338M 4,312,013 -262,973 -6%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$321M 4,101,900 -8,544 -0.2%
Fidelity Investments
21
Fidelity Investments
Massachusetts
$312M 3,978,187 -194,386 -5%
Lazard Asset Management
22
Lazard Asset Management
New York
$268M 3,423,992 -361,701 -10%
CIBC Private Wealth Group
23
CIBC Private Wealth Group
Georgia
$261M 3,535,363 +146,726 +4%
Parnassus Investments
24
Parnassus Investments
California
$260M 3,319,482 – –
Grantham, Mayo, Van Otterloo & Co (GMO)
25
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$259M 3,302,581 +427,177 +15%
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