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Otis Worldwide

1,200 hedge funds and large institutions have $34.8B invested in Otis Worldwide in 2024 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 384 increasing their positions, 445 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

261% more call options, than puts

Call options by funds: $169M | Put options by funds: $46.9M

34% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 76

5% more capital invested

Capital invested by funds: $33B → $34.8B (+$1.72B)

1% more funds holding

Funds holding: 1,1891,200 (+11)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

3.87% less ownership

Funds ownership: 90.27%86.39% (-3.9%)

14% less repeat investments, than reductions

Existing positions increased: 384 | Existing positions reduced: 445

Holders
1,200
Holders Change
+11
Holders Change %
+0.93%
% of All Funds
17.29%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
102
Increased
384
Reduced
445
Closed
76
Calls
$169M
Puts
$46.9M
Net Calls
+$123M
Net Calls Change
+$41.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.49B -$49.5M -535,910 -1%
BlackRock
2
BlackRock
New York
$3.45B -$23.6M -255,191 -0.7%
AllianceBernstein
3
AllianceBernstein
Tennessee
$2.14B +$220M +2,377,199 +12%
State Street
4
State Street
Massachusetts
$1.56B +$8.33M +90,097 +0.6%
Morgan Stanley
5
Morgan Stanley
New York
$1.29B -$1.16B -12,501,903 -49%
JP Morgan Chase
6
JP Morgan Chase
New York
$1.11B +$267M +2,893,161 +35%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$1.06B +$23.8M +257,392 +2%
Fiera Capital (Canada)
8
Fiera Capital (Canada)
Quebec, Canada
$756M +$5.68M +61,414 +0.8%
Massachusetts Financial Services
9
Massachusetts Financial Services
Massachusetts
$729M -$13.5M -146,385 -2%
Norges Bank
10
Norges Bank
Norway
$694M -$3.26M -35,229 -0.5%
Fundsmith LLP
11
Fundsmith LLP
United Kingdom
$625M -$13.6M -147,050 -2%
BCF
12
BLS Capital Fondsmaeglerselskab
Denmark
$503M -$41.8M -452,541 -8%
Grantham, Mayo, Van Otterloo & Co (GMO)
13
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$460M +$69.5M +752,034 +19%
Northern Trust
14
Northern Trust
Illinois
$436M -$20.1M -217,583 -5%
Invesco
15
Invesco
Georgia
$361M -$4.46M -48,295 -1%
Bank of America
16
Bank of America
North Carolina
$356M -$4.06M -43,968 -1%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$355M -$12.9M -139,212 -4%
Capital Research Global Investors
18
Capital Research Global Investors
California
$350M -$489M -5,289,726 -60%
SP
19
Sarasin & Partners
United Kingdom
$323M +$30.4M +328,539 +11%
Mitsubishi UFJ Asset Management
20
Mitsubishi UFJ Asset Management
Japan
$317M +$11.7M +126,684 +4%
CIBC Private Wealth Group
21
CIBC Private Wealth Group
Georgia
$316M -$7.87M -85,162 -3%
UBS AM
22
UBS AM
Illinois
$314M +$2.93M +31,726 +1%
Legal & General Group
23
Legal & General Group
United Kingdom
$304M +$3.98M +43,080 +1%
Fidelity Investments
24
Fidelity Investments
Massachusetts
$301M +$15M +162,186 +6%
Wellington Management Group
25
Wellington Management Group
Massachusetts
$296M -$3.94M -42,663 -1%