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Otis Worldwide
OTIS

Overview Fund Activity

1,090 hedge funds and large institutions have $28.7B invested in Otis Worldwide in 2023 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 351 increasing their positions, 400 reducing their positions, and 93 closing their positions.

Holders
1,090
Holders Change
-27
Holders Change %
-2.42%
% of All Funds
17.38%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.11%
New
83
Increased
351
Reduced
400
Closed
93
Calls
$112M
Puts
$39.1M
Net Calls
+$72.8M
Net Calls Change
-$22.4M

Top Buyers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$1.44B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$606M
3
PAM
3
PineStone Asset Management
Quebec, Canada
$228M
4
Pictet Asset Management
4
Pictet Asset Management
Switzerland
$122M
5
UIM
5
USS Investment Management
United Kingdom
$113M

Top Sellers

1
VAM
1
Vontobel Asset Management
New York
$0
2
DVI
2
Deccan Value Investors
Connecticut
$0
3
Invesco
3
Invesco
Georgia
$360M
4
Brown Advisory
4
Brown Advisory
Maryland
$21.3M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$96.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.2B 39,859,425 -322,619 -0.8%
BlackRock
2
BlackRock
New York
$2.87B 35,727,844 +476,120 +1%
AllianceBernstein
3
AllianceBernstein
Tennessee
$1.44B 17,894,603 +5,654,931 +46%
State Street
4
State Street
Massachusetts
$1.26B 15,668,833 -374,432 -2%
Morgan Stanley
5
Morgan Stanley
New York
$1.04B 12,912,654 -195,005 -1%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$832M 10,365,932 +231,874 +2%
Capital Research Global Investors
7
Capital Research Global Investors
California
$755M 9,400,995 +419,050 +5%
Fiera Capital (Canada)
8
Fiera Capital (Canada)
Quebec, Canada
$649M 8,079,521 -666,154 -8%
Massachusetts Financial Services
9
Massachusetts Financial Services
Massachusetts
$620M 7,716,642 -256,471 -3%
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
$606M 7,540,422 +2,442,203 +48%
Norges Bank
11
Norges Bank
Norway
$519M 6,457,015 +422,064 +7%
Fundsmith LLP
12
Fundsmith LLP
United Kingdom
$518M 6,450,913 -4,498 -0.1%
BCF
13
BLS Capital Fondsmaeglerselskab
Denmark
$443M 5,517,641 -254,219 -4%
Dodge & Cox
14
Dodge & Cox
California
$410M 5,104,597 -68,425 -1%
Northern Trust
15
Northern Trust
Illinois
$374M 4,661,849 +135,048 +3%
Boston Partners
16
Boston Partners
Massachusetts
$372M 4,640,068 -45,791 -1%
Invesco
17
Invesco
Georgia
$360M 4,483,532 -2,144,017 -32%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$303M 3,771,408 -344,021 -8%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$298M 3,711,851 -99,609 -3%
Bank of America
20
Bank of America
North Carolina
$292M 3,640,086 -619,664 -15%
Grantham, Mayo, Van Otterloo & Co (GMO)
21
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$277M 3,448,272 +59,211 +2%
CIBC Private Wealth Group
22
CIBC Private Wealth Group
Georgia
$271M 3,379,976 -75,410 -2%
Wellington Management Group
23
Wellington Management Group
Massachusetts
$271M 3,377,261 -327,922 -9%
Mitsubishi UFJ Asset Management
24
Mitsubishi UFJ Asset Management
Japan
$266M 3,309,855 +120,853 +4%
T. Rowe Price Associates
25
T. Rowe Price Associates
Maryland
$260M 3,232,711 -299,176 -8%
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