OTIS icon

Otis Worldwide
OTIS

Overview Fund Activity

1,181 hedge funds and large institutions have $33B invested in Otis Worldwide in 2023 Q4 according to their latest regulatory filings, with 161 funds opening new positions, 323 increasing their positions, 476 reducing their positions, and 57 closing their positions.

Holders
1,181
Holders Change
+91
Holders Change %
+8.35%
% of All Funds
17.32%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
161
Increased
323
Reduced
476
Closed
57
Calls
$127M
Puts
$45.6M
Net Calls
+$81.1M
Net Calls Change
+$8.25M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.28B
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$4.1B
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$1.72B
4
UIM
4
USS Investment Management
United Kingdom
$196M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$739M

Top Sellers

1
Boston Partners
1
Boston Partners
Massachusetts
$287M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$257M
3
Invesco
3
Invesco
Georgia
$330M
4
Adage Capital Partners
4
Adage Capital Partners
Massachusetts
$2.02M
5
BlackRock
5
BlackRock
New York
$3.13B
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.1B 45,773,358 +5,913,933 +15%
BlackRock
2
BlackRock
New York
$3.13B 34,991,332 -736,512 -2%
Morgan Stanley
3
Morgan Stanley
New York
$2.28B 25,474,724 +12,562,070 +97%
AllianceBernstein
4
AllianceBernstein
Tennessee
$1.72B 19,212,698 +1,318,095 +7%
State Street
5
State Street
Massachusetts
$1.4B 15,644,435 -24,398 -0.2%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$936M 10,468,126 +102,194 +1%
Capital Research Global Investors
7
Capital Research Global Investors
California
$788M 8,811,307 -589,688 -6%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$739M 8,262,675 +722,253 +10%
Fiera Capital (Canada)
9
Fiera Capital (Canada)
Quebec, Canada
$676M 7,558,623 -520,898 -6%
Massachusetts Financial Services
10
Massachusetts Financial Services
Massachusetts
$670M 7,486,331 -230,311 -3%
Norges Bank
11
Norges Bank
Norway
$629M 7,028,672 +571,657 +9%
Fundsmith LLP
12
Fundsmith LLP
United Kingdom
$576M 6,442,153 -8,760 -0.1%
BCF
13
BLS Capital Fondsmaeglerselskab
Denmark
$494M 5,519,720 +2,079 +0%
Dodge & Cox
14
Dodge & Cox
California
$450M 5,026,497 -78,100 -2%
Northern Trust
15
Northern Trust
Illinois
$412M 4,605,064 -56,785 -1%
Grantham, Mayo, Van Otterloo & Co (GMO)
16
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$348M 3,885,044 +436,772 +13%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$332M 3,712,923 -58,485 -2%
Invesco
18
Invesco
Georgia
$330M 3,686,093 -797,439 -18%
Bank of America
19
Bank of America
North Carolina
$325M 3,630,367 -9,719 -0.3%
PAM
20
PineStone Asset Management
Quebec, Canada
$299M 3,338,785 +494,460 +17%
CIBC Private Wealth Group
21
CIBC Private Wealth Group
Georgia
$294M 3,287,939 -92,037 -3%
Boston Partners
22
Boston Partners
Massachusetts
$287M 3,206,752 -1,433,316 -31%
UBS AM
23
UBS AM
Illinois
$280M 3,131,779 +512,906 +20%
Wellington Management Group
24
Wellington Management Group
Massachusetts
$271M 3,028,486 -348,775 -10%
Legal & General Group
25
Legal & General Group
United Kingdom
$271M 3,024,223 -2,271 -0.1%
1
2 3 4 5