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OTIS - Otis Worldwide Corp Stock Price, Fair Value and News
96.80
USD
+0.24
(+0.25%)
Market Closed
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OTIS
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Funds-Owners-Holders
Which funds bought or sold OTIS recently?
CSV
Date
sorted ascending
Fund Name
Type
% Portfolio
% Chg
$ Change
$ Held
# Shares
2024-05-17
Plato Investment Management Ltd
ADDED
Premium
Premium
Premium
Premium
22,745
2024-05-17
Aspect Partners, LLC
ADDED
Premium
Premium
Premium
Premium
23.00
2024-05-17
Lummis Asset Management, LP
UNCHANGED
Premium
Premium
Premium
Premium
50.00
2024-05-17
VIMA LLC
ADDED
Premium
Premium
Premium
Premium
1,566
2024-05-17
New Covenant Trust Company, N.A.
NEW
Premium
Premium
Premium
Premium
133
2024-05-16
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM
ADDED
Premium
Premium
Premium
Premium
651,523
2024-05-16
Ancora Advisors LLC
ADDED
Premium
Premium
Premium
Premium
2,844
2024-05-16
B. Riley Wealth Advisors, Inc.
ADDED
Premium
Premium
Premium
Premium
8,045
2024-05-16
First Western Trust Bank
REDUCED
Premium
Premium
Premium
Premium
3,900
2024-05-16
Colony Group, LLC
ADDED
Premium
Premium
Premium
Premium
19,467
2024-05-16
JANE STREET GROUP, LLC
ADDED
Premium
Premium
Premium
Premium
260,393
2024-05-16
Tidal Investments LLC
ADDED
Premium
Premium
Premium
Premium
25,252
2024-05-16
Garner Asset Management Corp
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-05-16
FSA Wealth Management LLC
UNCHANGED
Premium
Premium
Premium
Premium
57.00
2024-05-16
Brown Shipley& Co Ltd
ADDED
Premium
Premium
Premium
Premium
48,529
2024-05-16
Beacon Capital Management, LLC
REDUCED
Premium
Premium
Premium
Premium
516
2024-05-16
LBP AM SA
REDUCED
Premium
Premium
Premium
Premium
10,833
2024-05-16
Mango Five Family, Inc.
UNCHANGED
Premium
Premium
Premium
Premium
2,019
2024-05-16
Clear Point Advisors Inc.
UNCHANGED
Premium
Premium
Premium
Premium
24.00
2024-05-16
Creekmur Asset Management LLC
UNCHANGED
Premium
Premium
Premium
Premium
63.00
2024-05-16
HANCOCK WHITNEY CORP
ADDED
Premium
Premium
Premium
Premium
2,549
2024-05-16
COMERICA BANK
REDUCED
Premium
Premium
Premium
Premium
109,843
2024-05-15
Walleye Trading LLC
REDUCED
Premium
Premium
Premium
Premium
891
2024-05-15
EVENTIDE ASSET MANAGEMENT, LLC
NEW
Premium
Premium
Premium
Premium
10,189
2024-05-15
UNITED CAPITAL FINANCIAL ADVISORS, LLC
ADDED
Premium
Premium
Premium
Premium
113,021
Rows per page:
10
25
50
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1–25 of 1400
Which funds are the top buyers of OTIS?
Fund Name
# Shares
$ Value
% Port.
VANGUARD GROUP INC
45,237,400
4,490,720,000
0.09%
BlackRock Inc.
34,736,100
3,448,260,000
0.08%
ALLIANCEBERNSTEIN L.P.
21,589,900
2,143,230,000
0.76%
STATE STREET CORP
15,734,500
1,561,970,000
0.07%
MORGAN STANLEY
12,972,800
1,287,810,000
0.10%
JPMORGAN CHASE & CO
11,008,700
1,092,830,000
0.09%
GEODE CAPITAL MANAGEMENT, LLC
10,725,500
1,064,120,000
0.10%
Fiera Capital Corp
7,620,040
756,441,000
2.20%
MASSACHUSETTS FINANCIAL SERVICES CO /MA/
7,339,950
728,636,000
0.22%
Fundsmith LLP
6,295,100
624,915,000
2.45%
Rows per page:
10
1–10 of 99
Which funds have put a big percent of portfolio in OTIS?
Fund Name
$ Value
% Port.
BLS CAPITAL FONDSMAEGLERSELSKAB A/S
503,019,000
12.82%
J. Stern & Co. LLP
31,632,400
4.00%
Guinness Asset Management LTD
175,090,000
3.64%
Trium Capital LLP
8,975,000
3.36%
CLOVERFIELDS CAPITAL GROUP, LP
9,582,860
3.23%
Sarasin & Partners LLP
322,788,000
3.18%
William Allan Corp
4,653,000
3.09%
PineStone Asset Management Inc.
185,968,000
2.96%
Birch Run Capital Advisors, LP
2,551,000
2.94%
PENSIOENFONDS RAIL & OV
38,332,000
2.78%
Rows per page:
10
1–10 of 99
Trend of No. of funds that hold OTIS
Changes in Positions
Investor Breakout
Investor Churn (# Increased Holdings)
New Buys
Fund Name
$ Bought
Canoe Financial LP
101,105,000
Federation des caisses Desjardins du Quebec
20,200,900
REILLY FINANCIAL ADVISORS, LLC
11,789,000
Jump Financial, LLC
8,807,140
Amalgamated Financial Corp.
8,724,000
Advisors Preferred, LLC
8,344,150
EFG CAPITAL INTERNATIONAL CORP.
7,181,520
BTC Capital Management, Inc.
5,834,300
Additions
Fund Name
% Increased
Coppell Advisory Solutions LLC
3,846
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC
2,432
Plato Investment Management Ltd
2,237
Rise Advisors, LLC
2,214
Public Sector Pension Investment Board
1,946
SUMMIT SECURITIES GROUP LLC
1,900
FRANKLIN RESOURCES INC
1,516
Vident Investment Advisory, LLC
1,264
Reductions
Fund Name
% Reduced
Dodge & Cox
-99.56
ATLAS CAPITAL ADVISORS LLC
-98.97
Walleye Trading LLC
-96.93
CITADEL ADVISORS LLC
-96.49
NOMURA HOLDINGS INC
-93.66
Trexquant Investment LP
-92.12
ASSETMARK, INC
-91.14
Compagnie Lombard Odier SCmA
-89.87
Sold off
Fund Name
$ Sold
NORGES BANK
-628,855,000
Clean Energy Transition LLP
-30,337,000
MARATHON ASSET MANAGEMENT LLP
-25,734,000
Longbow Finance SA
-7,339,580
Echo Street Capital Management LLC
-5,073,820
Cardan Capital Partners, LLC
-4,956,000
BNP PARIBAS FINANCIAL MARKETS
-4,196,850
Granite Bay Wealth Management, LLC
-4,191,000