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Otis Worldwide

1,123 hedge funds and large institutions have $31.9B invested in Otis Worldwide in 2023 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 333 increasing their positions, 445 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

97% more call options, than puts

Call options by funds: $193M | Put options by funds: $98.1M

46% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 65

2% more funds holding

Funds holding: 1,0991,123 (+24)

3% more capital invested

Capital invested by funds: $30.9B → $31.9B (+$1.02B)

10.61% less ownership

Funds ownership: 97.38%86.77% (-11%)

25% less repeat investments, than reductions

Existing positions increased: 333 | Existing positions reduced: 445

29% less funds holding in top 10

Funds holding in top 10: 1410 (-4)

Holders
1,123
Holders Change
+24
Holders Change %
+2.18%
% of All Funds
17.63%
Holding in Top 10
10
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-28.57%
% of All Funds
0.16%
New
95
Increased
333
Reduced
445
Closed
65
Calls
$193M
Puts
$98.1M
Net Calls
+$95.2M
Net Calls Change
+$151M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.58B -$19.7M -234,082 -0.6%
BlackRock
2
BlackRock
New York
$3.14B -$11.8M -139,977 -0.4%
State Street
3
State Street
Massachusetts
$1.43B +$19.9M +236,353 +1%
Morgan Stanley
4
Morgan Stanley
New York
$1.17B -$16.4M -194,855 -1%
AllianceBernstein
5
AllianceBernstein
Tennessee
$1.09B +$253M +2,999,494 +32%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$901M +$24.1M +285,489 +3%
Capital Research Global Investors
7
Capital Research Global Investors
California
$799M +$42.3M +502,437 +6%
Fiera Capital (Canada)
8
Fiera Capital (Canada)
Quebec, Canada
$778M -$35.2M -418,370 -5%
Massachusetts Financial Services
9
Massachusetts Financial Services
Massachusetts
$710M -$15M -177,617 -2%
Invesco
10
Invesco
Georgia
$590M +$11.1M +131,864 +2%
Fundsmith LLP
11
Fundsmith LLP
United Kingdom
$575M +$14.6M +173,736 +3%
Norges Bank
12
Norges Bank
Norway
$537M +$93.8M +1,113,906 +23%
BCF
13
BLS Capital Fondsmaeglerselskab
Denmark
$514M +$3.63M +43,108 +0.8%
Dodge & Cox
14
Dodge & Cox
California
$460M -$3.09M -36,650 -0.7%
JP Morgan Chase
15
JP Morgan Chase
New York
$454M +$49.3M +585,724 +13%
Boston Partners
16
Boston Partners
Massachusetts
$417M -$1.09M -12,983 -0.3%
Northern Trust
17
Northern Trust
Illinois
$403M -$7.15M -84,836 -2%
Bank of America
18
Bank of America
North Carolina
$379M -$59M -699,997 -14%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$366M +$9.02M +107,072 +3%
Fidelity Investments
20
Fidelity Investments
Massachusetts
$339M -$144K -1,709 -0%
Wellington Management Group
21
Wellington Management Group
Massachusetts
$330M -$55.7M -661,497 -15%
T. Rowe Price Associates
22
T. Rowe Price Associates
Maryland
$314M +$10.4M +122,855 +4%
CIBC Private Wealth Group
23
CIBC Private Wealth Group
Georgia
$308M -$4.2M -49,795 -1%
Grantham, Mayo, Van Otterloo & Co (GMO)
24
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$302M +$1.45M +17,255 +0.5%
Mitsubishi UFJ Asset Management
25
Mitsubishi UFJ Asset Management
Japan
$284M +$8.12M +96,354 +3%