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Otis Worldwide
OTIS

Overview Fund Activity

1,215 hedge funds and large institutions have $33.6B invested in Otis Worldwide in 2024 Q4 according to their latest regulatory filings, with 153 funds opening new positions, 379 increasing their positions, 415 reducing their positions, and 107 closing their positions.

Holders
1,215
Holders Change
+28
Holders Change %
+2.36%
% of All Funds
16.18%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
153
Increased
379
Reduced
415
Closed
107
Calls
$186M
Puts
$54.1M
Net Calls
+$132M
Net Calls Change
+$61.7M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$3.29B
2
Norges Bank
2
Norges Bank
Norway
$650M
3
UBS Group
3
UBS Group
Switzerland
$260M
4
CF
4
Canoe Financial
Alberta, Canada
$95.7M
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$67M

Top Sellers

1
OAC
1
OMERS Administration Corp
Ontario, Canada
$1.58M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$1.83B
3
Boston Partners
3
Boston Partners
Massachusetts
$2.69M
4
National Pension Service
4
National Pension Service
South Korea
$52.3M
5
PI
5
PineBridge Investments
New York
$2.23M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.17B 45,003,843 +149,123 +0.3%
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$3.29B 35,523,891 +7,447,860 +27%
BlackRock
3
BlackRock
New York
$3.05B 32,916,884 +395,386 +1%
AllianceBernstein
4
AllianceBernstein
Tennessee
$1.83B 19,777,577 -1,766,664 -8%
State Street
5
State Street
Massachusetts
$1.49B 16,062,695 -12,946 -0.1%
Morgan Stanley
6
Morgan Stanley
New York
$1.1B 11,926,377 +138,659 +1%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$1.03B 11,126,735 +95,035 +0.9%
Franklin Resources
8
Franklin Resources
California
$721M 7,785,116 +435,372 +6%
Massachusetts Financial Services
9
Massachusetts Financial Services
Massachusetts
$704M 7,605,562 -438,127 -5%
Norges Bank
10
Norges Bank
Norway
$650M 7,017,420 +7,017,420 New
Fiera Capital (Canada)
11
Fiera Capital (Canada)
Quebec, Canada
$611M 6,596,755 -306,542 -4%
Fundsmith LLP
12
Fundsmith LLP
United Kingdom
$553M 5,966,777 -174,451 -3%
Grantham, Mayo, Van Otterloo & Co (GMO)
13
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$478M 5,159,105 +60,564 +1%
Northern Trust
14
Northern Trust
Illinois
$424M 4,577,626 +501,016 +12%
BCF
15
BLS Capital Fondsmaeglerselskab
Denmark
$389M 4,198,788 -353,739 -8%
SP
16
Sarasin & Partners
United Kingdom
$375M 4,053,315 +229,523 +6%
Invesco
17
Invesco
Georgia
$375M 4,048,203 +302,414 +8%
Wellington Management Group
18
Wellington Management Group
Massachusetts
$348M 3,759,138 +78,686 +2%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$335M 3,622,551 +86,443 +2%
UBS AM
20
UBS AM
Illinois
$334M 3,602,727 +316,890 +10%
Mitsubishi UFJ Asset Management
21
Mitsubishi UFJ Asset Management
Japan
$331M 3,566,587 +115,508 +3%
Bank of America
22
Bank of America
North Carolina
$329M 3,547,636 -137,676 -4%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$299M 3,226,621 -57,332 -2%
CIBC Private Wealth Group
24
CIBC Private Wealth Group
Georgia
$281M 3,066,278 -82,600 -3%
PAM
25
PineStone Asset Management
Quebec, Canada
$278M 3,002,419 +121,322 +4%
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