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Otis Worldwide
OTIS

Overview Fund Activity

1,187 hedge funds and large institutions have $36.6B invested in Otis Worldwide in 2024 Q3 according to their latest regulatory filings, with 95 funds opening new positions, 350 increasing their positions, 487 reducing their positions, and 73 closing their positions.

Holders
1,187
Holders Change
+8
Holders Change %
+0.68%
% of All Funds
17.17%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.12%
New
95
Increased
350
Reduced
487
Closed
73
Calls
$167M
Puts
$97.4M
Net Calls
+$70.1M
Net Calls Change
-$24.6M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$2.92B
2
Franklin Resources
2
Franklin Resources
California
$775M
3
VanEck Associates
3
VanEck Associates
New York
$233M
4
MMH
4
Menora Mivtachim Holdings
Israel
$311M
5
National Bank of Canada
5
National Bank of Canada
Quebec, Canada
$74.3M

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$0
2
BlackRock
2
BlackRock
New York
$3.38B
3
Los Angeles Capital Management
3
Los Angeles Capital Management
California
$93.8M
4
CF
4
Canoe Financial
Alberta, Canada
$13.5M
5
Boston Partners
5
Boston Partners
Massachusetts
$134M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.66B 44,854,720 -231,890 -0.5%
BlackRock
2
BlackRock
New York
$3.38B 32,521,498 -1,990,566 -6%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$2.92B 28,076,031 +8,161,946 +41%
AllianceBernstein
4
AllianceBernstein
Tennessee
$2.24B 21,544,241 -385,665 -2%
State Street
5
State Street
Massachusetts
$1.67B 16,075,641 +8,272 +0.1%
Morgan Stanley
6
Morgan Stanley
New York
$1.23B 11,787,718 -651,067 -5%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$1.15B 11,031,700 +152,072 +1%
Massachusetts Financial Services
8
Massachusetts Financial Services
Massachusetts
$836M 8,043,689 -204,229 -2%
Franklin Resources
9
Franklin Resources
California
$775M 7,349,744 +2,706,871 +58%
Fiera Capital (Canada)
10
Fiera Capital (Canada)
Quebec, Canada
$718M 6,903,297 -116,451 -2%
Fundsmith LLP
11
Fundsmith LLP
United Kingdom
$638M 6,141,228 +2,950 +0%
Grantham, Mayo, Van Otterloo & Co (GMO)
12
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$530M 5,098,541 +257,273 +5%
BCF
13
BLS Capital Fondsmaeglerselskab
Denmark
$473M 4,552,527 -132,400 -3%
Northern Trust
14
Northern Trust
Illinois
$424M 4,076,610 -215,201 -5%
SP
15
Sarasin & Partners
United Kingdom
$397M 3,823,792 -311,479 -8%
Invesco
16
Invesco
Georgia
$389M 3,745,789 +193,339 +5%
Bank of America
17
Bank of America
North Carolina
$383M 3,685,312 +212,511 +6%
Wellington Management Group
18
Wellington Management Group
Massachusetts
$383M 3,680,452 +391,206 +12%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$368M 3,536,108 +101,278 +3%
Mitsubishi UFJ Asset Management
20
Mitsubishi UFJ Asset Management
Japan
$359M 3,451,079 +102,290 +3%
UBS AM
21
UBS AM
Illinois
$342M 3,285,837 +171,573 +6%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$341M 3,283,953 +130,745 +4%
CIBC Private Wealth Group
23
CIBC Private Wealth Group
Georgia
$327M 3,148,878 -9,971 -0.3%
MMH
24
Menora Mivtachim Holdings
Israel
$311M 2,990,829 +528,300 +21%
Legal & General Group
25
Legal & General Group
United Kingdom
$310M 2,979,032 -7,786 -0.3%
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