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Otis Worldwide
OTIS

Overview Fund Activity

1,191 hedge funds and large institutions have $34.7B invested in Otis Worldwide in 2024 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 383 increasing their positions, 441 reducing their positions, and 76 closing their positions.

Holders
1,191
Holders Change
+10
Holders Change %
+0.85%
% of All Funds
17.27%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
100
Increased
383
Reduced
441
Closed
76
Calls
$169M
Puts
$46.9M
Net Calls
+$123M
Net Calls Change
+$41.4M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.11B
2
Franklin Resources
2
Franklin Resources
California
$264M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$2.14B
4
CF
4
Canoe Financial
Alberta, Canada
$101M
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$229M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.29B
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$350M
3
Dodge & Cox
3
Dodge & Cox
California
$2.21M
4
PAM
4
PineStone Asset Management
Quebec, Canada
$186M
5
Boston Partners
5
Boston Partners
Massachusetts
$200M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.49B 45,237,448 -535,910 -1%
BlackRock
2
BlackRock
New York
$3.45B 34,736,141 -255,191 -0.7%
AllianceBernstein
3
AllianceBernstein
Tennessee
$2.14B 21,589,897 +2,377,199 +12%
State Street
4
State Street
Massachusetts
$1.56B 15,734,532 +90,097 +0.6%
Morgan Stanley
5
Morgan Stanley
New York
$1.29B 12,972,821 -12,501,903 -49%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$1.11B 11,155,836 +2,893,161 +35%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$1.06B 10,725,518 +257,392 +2%
Fiera Capital (Canada)
8
Fiera Capital (Canada)
Quebec, Canada
$756M 7,620,037 +61,414 +0.8%
Massachusetts Financial Services
9
Massachusetts Financial Services
Massachusetts
$729M 7,339,946 -146,385 -2%
Norges Bank
10
Norges Bank
Norway
$694M 6,993,443 -35,229 -0.5%
Fundsmith LLP
11
Fundsmith LLP
United Kingdom
$625M 6,295,103 -147,050 -2%
BCF
12
BLS Capital Fondsmaeglerselskab
Denmark
$503M 5,067,179 -452,541 -8%
Grantham, Mayo, Van Otterloo & Co (GMO)
13
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$460M 4,637,078 +752,034 +19%
Northern Trust
14
Northern Trust
Illinois
$436M 4,387,481 -217,583 -5%
Invesco
15
Invesco
Georgia
$361M 3,637,798 -48,295 -1%
Bank of America
16
Bank of America
North Carolina
$356M 3,586,399 -43,968 -1%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$355M 3,573,711 -139,212 -4%
Capital Research Global Investors
18
Capital Research Global Investors
California
$350M 3,521,581 -5,289,726 -60%
SP
19
Sarasin & Partners
United Kingdom
$323M 3,251,612 +328,539 +11%
Mitsubishi UFJ Asset Management
20
Mitsubishi UFJ Asset Management
Japan
$317M 3,191,118 +126,684 +4%
CIBC Private Wealth Group
21
CIBC Private Wealth Group
Georgia
$316M 3,202,777 -85,162 -3%
UBS AM
22
UBS AM
Illinois
$314M 3,163,505 +31,726 +1%
Legal & General Group
23
Legal & General Group
United Kingdom
$304M 3,067,303 +43,080 +1%
Fidelity Investments
24
Fidelity Investments
Massachusetts
$301M 3,036,872 +162,186 +6%
Wellington Management Group
25
Wellington Management Group
Massachusetts
$296M 2,985,823 -42,663 -1%
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