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Otis Worldwide
OTIS

Overview Fund Activity

1,093 hedge funds and large institutions have $30.9B invested in Otis Worldwide in 2023 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 342 increasing their positions, 434 reducing their positions, and 70 closing their positions.

Holders
1,093
Holders Change
-8
Holders Change %
-0.73%
% of All Funds
17.5%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.22%
New
89
Increased
342
Reduced
434
Closed
70
Calls
$214M
Puts
$270M
Net Calls
-$55.3M
Net Calls Change
+$143M

Top Buyers

1
OIAM
1
OFI Invest Asset Management
France
$496M
2
SP
2
Sarasin & Partners
United Kingdom
$534M
3
PAM
3
PineStone Asset Management
Quebec, Canada
$142M
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$716M
5
Goldman Sachs
5
Goldman Sachs
New York
$249M

Top Sellers

1
SCM
1
Suvretta Capital Management
New York
$0
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$369M
3
Boston Partners
3
Boston Partners
Massachusetts
$397M
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$889K
5
Caisse de Depot et Placement du Quebec (CDPQ)
5
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$7.02M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.41B 40,416,126 +702,817 +2%
BlackRock
2
BlackRock
New York
$2.99B 35,391,701 +186,077 +0.5%
State Street
3
State Street
Massachusetts
$1.33B 15,806,912 -143,366 -0.9%
Morgan Stanley
4
Morgan Stanley
New York
$1.12B 13,302,514 +91,817 +0.7%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$831M 9,848,569 +22,138 +0.2%
AllianceBernstein
6
AllianceBernstein
Tennessee
$780M 9,240,178 +134,333 +1%
Fiera Capital (Canada)
7
Fiera Capital (Canada)
Quebec, Canada
$773M 9,164,045 -164,524 -2%
Capital Research Global Investors
8
Capital Research Global Investors
California
$716M 8,479,508 +975,594 +13%
Massachusetts Financial Services
9
Massachusetts Financial Services
Massachusetts
$688M 8,150,730 -165,676 -2%
Invesco
10
Invesco
Georgia
$548M 6,495,685 -192,279 -3%
SP
11
Sarasin & Partners
United Kingdom
$534M 6,323,924 +3,312,284 +110%
Fundsmith LLP
12
Fundsmith LLP
United Kingdom
$530M 6,281,675 +998 +0%
OIAM
13
OFI Invest Asset Management
France
$496M 41,840,034 +41,840,034 New
BCF
14
BLS Capital Fondsmaeglerselskab
Denmark
$484M 5,728,752 -250,442 -4%
Dodge & Cox
15
Dodge & Cox
California
$440M 5,209,672 -13,550 -0.3%
Bank of America
16
Bank of America
North Carolina
$419M 4,959,747 +229,653 +5%
Norges Bank
17
Norges Bank
Norway
$415M 4,921,045 +196,071 +4%
Boston Partners
18
Boston Partners
Massachusetts
$397M 4,698,842 -699,368 -13%
Northern Trust
19
Northern Trust
Illinois
$389M 4,611,637 -10,303 -0.2%
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$381M 4,512,495 +200,482 +5%
Wellington Management Group
21
Wellington Management Group
Massachusetts
$369M 4,366,680 -859,251 -16%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$338M 4,008,357 -93,543 -2%
Fidelity Investments
23
Fidelity Investments
Massachusetts
$322M 3,813,169 -165,018 -4%
T. Rowe Price Associates
24
T. Rowe Price Associates
Maryland
$288M 3,409,032 +120,099 +4%
Grantham, Mayo, Van Otterloo & Co (GMO)
25
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$285M 3,371,806 +69,225 +2%
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