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Otis Worldwide
OTIS

Overview Fund Activity

1,117 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, 331 increasing their positions, 441 reducing their positions, and 65 closing their positions.

Holders
1,117
Holders Change
+24
Holders Change %
+2.2%
% of All Funds
17.62%
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
331
Reduced
441
Closed
65
Calls
$193M
Puts
$98.1M
Net Calls
+$95.2M
Net Calls Change
+$151M

Top Buyers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$1.09B
2
Norges Bank
2
Norges Bank
Norway
$537M
3
Millennium Management
3
Millennium Management
New York
$88.1M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$214M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$454M

Top Sellers

1
OIAM
1
OFI Invest Asset Management
France
$42.9M
2
SP
2
Sarasin & Partners
United Kingdom
$254M
3
Citadel Advisors
3
Citadel Advisors
Florida
$5.96M
4
Goldman Sachs
4
Goldman Sachs
New York
$170M
5
PAM
5
PineStone Asset Management
Quebec, Canada
$63.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.58B 40,182,044 -234,082 -0.6%
BlackRock
2
BlackRock
New York
$3.14B 35,251,724 -139,977 -0.4%
State Street
3
State Street
Massachusetts
$1.43B 16,043,265 +236,353 +1%
Morgan Stanley
4
Morgan Stanley
New York
$1.17B 13,107,659 -194,855 -1%
AllianceBernstein
5
AllianceBernstein
Tennessee
$1.09B 12,239,672 +2,999,494 +32%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$901M 10,134,058 +285,489 +3%
Capital Research Global Investors
7
Capital Research Global Investors
California
$799M 8,981,945 +502,437 +6%
Fiera Capital (Canada)
8
Fiera Capital (Canada)
Quebec, Canada
$778M 8,745,675 -418,370 -5%
Massachusetts Financial Services
9
Massachusetts Financial Services
Massachusetts
$710M 7,973,113 -177,617 -2%
Invesco
10
Invesco
Georgia
$590M 6,627,549 +131,864 +2%
Fundsmith LLP
11
Fundsmith LLP
United Kingdom
$575M 6,455,411 +173,736 +3%
Norges Bank
12
Norges Bank
Norway
$537M 6,034,951 +1,113,906 +23%
BCF
13
BLS Capital Fondsmaeglerselskab
Denmark
$514M 5,771,860 +43,108 +0.8%
Dodge & Cox
14
Dodge & Cox
California
$460M 5,173,022 -36,650 -0.7%
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$454M 5,098,219 +585,724 +13%
Boston Partners
16
Boston Partners
Massachusetts
$417M 4,685,859 -12,983 -0.3%
Northern Trust
17
Northern Trust
Illinois
$403M 4,526,801 -84,836 -2%
Bank of America
18
Bank of America
North Carolina
$379M 4,259,750 -699,997 -14%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$366M 4,115,429 +107,072 +3%
Fidelity Investments
20
Fidelity Investments
Massachusetts
$339M 3,811,460 -1,709 -0%
Wellington Management Group
21
Wellington Management Group
Massachusetts
$330M 3,705,183 -661,497 -15%
T. Rowe Price Associates
22
T. Rowe Price Associates
Maryland
$314M 3,531,887 +122,855 +4%
CIBC Private Wealth Group
23
CIBC Private Wealth Group
Georgia
$308M 3,455,386 -49,795 -1%
Grantham, Mayo, Van Otterloo & Co (GMO)
24
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$302M 3,389,061 +17,255 +0.5%
Mitsubishi UFJ Asset Management
25
Mitsubishi UFJ Asset Management
Japan
$284M 3,189,002 +96,354 +3%
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