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Otis Worldwide
OTIS

Overview Fund Activity

1,179 hedge funds and large institutions have $34B invested in Otis Worldwide in 2024 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 392 increasing their positions, 451 reducing their positions, and 72 closing their positions.

Holders
1,179
Holders Change
-12
Holders Change %
-1.01%
% of All Funds
17.15%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
80
Increased
392
Reduced
451
Closed
72
Calls
$142M
Puts
$46.8M
Net Calls
+$94.7M
Net Calls Change
-$27.8M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.92B
2
Franklin Resources
2
Franklin Resources
California
$447M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$794M
4
SP
4
Sarasin & Partners
United Kingdom
$398M
5
PAM
5
PineStone Asset Management
Quebec, Canada
$264M

Top Sellers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$2.66M
2
AC
2
AKO Capital
United Kingdom
$0
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$32.9M
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$267M
5
State of Wisconsin Investment Board
5
State of Wisconsin Investment Board
Wisconsin
$108M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.34B 45,086,610 -150,838 -0.3%
BlackRock
2
BlackRock
New York
$3.32B 34,512,064 -224,077 -0.6%
AllianceBernstein
3
AllianceBernstein
Tennessee
$2.11B 21,929,906 +340,009 +2%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$1.92B 19,914,085 +8,758,249 +79%
State Street
5
State Street
Massachusetts
$1.55B 16,067,369 +332,837 +2%
Morgan Stanley
6
Morgan Stanley
New York
$1.2B 12,438,785 -534,036 -4%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$1.05B 10,879,628 +154,110 +1%
Massachusetts Financial Services
8
Massachusetts Financial Services
Massachusetts
$794M 8,247,918 +907,972 +12%
Norges Bank
9
Norges Bank
Norway
$700M 7,272,798 +279,355 +4%
Fiera Capital (Canada)
10
Fiera Capital (Canada)
Quebec, Canada
$676M 7,019,748 -600,289 -8%
Fundsmith LLP
11
Fundsmith LLP
United Kingdom
$591M 6,138,278 -156,825 -2%
Grantham, Mayo, Van Otterloo & Co (GMO)
12
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$466M 4,841,268 +204,190 +4%
BCF
13
BLS Capital Fondsmaeglerselskab
Denmark
$451M 4,684,927 -382,252 -8%
Franklin Resources
14
Franklin Resources
California
$447M 4,642,873 +1,981,374 +74%
Northern Trust
15
Northern Trust
Illinois
$413M 4,291,811 -95,670 -2%
SP
16
Sarasin & Partners
United Kingdom
$398M 4,135,271 +883,659 +27%
Invesco
17
Invesco
Georgia
$342M 3,552,450 -85,348 -2%
Bank of America
18
Bank of America
North Carolina
$334M 3,472,801 -113,598 -3%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$331M 3,434,830 +397,958 +13%
Mitsubishi UFJ Asset Management
20
Mitsubishi UFJ Asset Management
Japan
$322M 3,348,789 +157,671 +5%
Wellington Management Group
21
Wellington Management Group
Massachusetts
$317M 3,289,246 +303,423 +10%
CIBC Private Wealth Group
22
CIBC Private Wealth Group
Georgia
$308M 3,158,849 -43,928 -1%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$304M 3,153,208 -420,503 -12%
UBS AM
24
UBS AM
Illinois
$300M 3,114,264 -49,241 -2%
Legal & General Group
25
Legal & General Group
United Kingdom
$288M 2,986,818 -80,485 -3%
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