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OTIS - Otis Worldwide Corp Stock Price, Fair Value and News
96.00
USD
-0.05
(-0.05%)
Market Closed
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Stock
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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
2024-04-15
FIRST CITIZENS BANK & TRUST CO
ADDED
Premium
Premium
Premium
Premium
3,630
2024-04-15
PENSIOENFONDS RAIL & OV
REDUCED
Premium
Premium
Premium
Premium
386,140
2024-04-15
GRAYBILL WEALTH MANAGEMENT, LTD.
ADDED
Premium
Premium
Premium
Premium
53,524
2024-04-15
THOMPSON INVESTMENT MANAGEMENT, INC.
UNCHANGED
Premium
Premium
Premium
Premium
67.00
2024-04-15
MCDONALD PARTNERS LLC
REDUCED
Premium
Premium
Premium
Premium
3,323
2024-04-15
ATLAS CAPITAL ADVISORS LLC
REDUCED
Premium
Premium
Premium
Premium
14.00
2024-04-15
EXCHANGE TRADED CONCEPTS, LLC
ADDED
Premium
Premium
Premium
Premium
560
2024-04-15
JANICZEK WEALTH MANAGEMENT, LLC
UNCHANGED
Premium
Premium
Premium
Premium
370
2024-04-15
Brookstone Capital Management
NEW
Premium
Premium
Premium
Premium
2,587
2024-04-15
Sunbelt Securities, Inc.
UNCHANGED
Premium
Premium
Premium
Premium
52.00
2024-04-15
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
REDUCED
Premium
Premium
Premium
Premium
24,605
2024-04-15
Security National Bank
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-04-15
Manning & Napier Group, LLC
UNCHANGED
Premium
Premium
Premium
Premium
2,424
2024-04-15
Sound Income Strategies, LLC
REDUCED
Premium
Premium
Premium
Premium
162
2024-04-15
CX Institutional
REDUCED
Premium
Premium
Premium
Premium
3,726
2024-04-15
Chicago Capital, LLC
REDUCED
Premium
Premium
Premium
Premium
6,983
2024-04-15
Atlas Private Wealth Management, LLC
ADDED
Premium
Premium
Premium
Premium
2,371
2024-04-15
S.A. Mason LLC
ADDED
Premium
Premium
Premium
Premium
2,990
2024-04-15
Procyon Advisors, LLC
NEW
Premium
Premium
Premium
Premium
2,189
2024-04-15
GoalVest Advisory LLC
NEW
Premium
Premium
Premium
Premium
18.00
2024-04-15
Sovereign Financial Group, Inc.
ADDED
Premium
Premium
Premium
Premium
4,675
2024-04-15
DEFINED WEALTH MANAGEMENT, LLC
UNCHANGED
Premium
Premium
Premium
Premium
3,337
2024-04-15
NorthCrest Asset Manangement, LLC
REDUCED
Premium
Premium
Premium
Premium
5,074
2024-04-15
AHL INVESTMENT MANAGEMENT, INC.
UNCHANGED
Premium
Premium
Premium
Premium
5,952
2024-04-15
PFS Partners, LLC
UNCHANGED
Premium
Premium
Premium
Premium
26.00
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1–25 of 1372
Which funds are the top buyers of OTIS?
Fund Name
# Shares
$ Value
% Port.
VANGUARD GROUP INC
45,773,400
4,095,340,000
0.09%
BlackRock Inc.
34,991,300
3,130,670,000
0.08%
ALLIANCEBERNSTEIN L.P.
19,212,700
1,718,960,000
0.66%
STATE STREET CORP
15,644,400
1,399,710,000
0.07%
MORGAN STANLEY
12,737,400
1,139,610,000
0.10%
GEODE CAPITAL MANAGEMENT, LLC
10,468,100
935,970,000
0.10%
Capital Research Global Investors
8,811,310
788,348,000
0.19%
JPMORGAN CHASE & CO
8,107,870
725,411,000
0.07%
Fiera Capital Corp
7,558,620
676,270,000
2.08%
MASSACHUSETTS FINANCIAL SERVICES CO /MA/
7,486,330
669,802,000
0.22%
Rows per page:
10
1–10 of 100
Which funds have put a big percent of portfolio in OTIS?
Fund Name
$ Value
% Port.
BLS CAPITAL FONDSMAEGLERSELSKAB A/S
493,849,000
12.36%
Guinness Asset Management LTD
175,090,000
3.64%
J. Stern & Co. LLP
19,915,600
3.63%
CLOVERFIELDS CAPITAL GROUP, LP
8,207,710
3.22%
PineStone Asset Management Inc.
298,721,000
3.21%
Sarasin & Partners LLP
322,788,000
3.18%
Clean Energy Transition LLP
30,337,000
3.01%
William Allan Corp
4,189,000
3.00%
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
J. Stern & Co. LLP
19,915,600
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V.
16,907,300
REILLY FINANCIAL ADVISORS, LLC
11,789,000
BTC Capital Management, Inc.
5,834,300
NOMURA HOLDINGS INC
4,568,880
BNP PARIBAS FINANCIAL MARKETS
4,196,850
M Holdings Securities, Inc.
2,554,000
FCF Advisors LLC
1,920,480
Additions
Fund Name
% Increased
First Eagle Investment Management, LLC
18,684
Coppell Advisory Solutions LLC
3,846
Johnson Financial Group, Inc.
3,009
Vident Advisory, LLC
2,939
Rise Advisors, LLC
2,214
Vident Investment Advisory, LLC
1,264
Pinnacle Financial Partners Inc
602
IndexIQ Advisors LLC
598
Reductions
Fund Name
% Reduced
Arlington Trust Co LLC
-99.96
ATLAS CAPITAL ADVISORS LLC
-98.97
GREENWOOD GEARHART INC
-98.35
PEOPLES FINANCIAL SERVICES CORP.
-98.21
ADAGE CAPITAL PARTNERS GP, L.L.C.
-97.08
ADAGE CAPITAL PARTNERS GP, L.L.C.
-97.08
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO
-92.34
Diversified Trust Co
-91.01
Sold off
Fund Name
$ Sold
TWINBEECH CAPITAL LP
-33,006,200
TWO SIGMA ADVISERS, LP
-26,197,100
MARATHON ASSET MANAGEMENT LLP
-25,734,000
ExodusPoint Capital Management, LP
-8,576,000
HRT FINANCIAL LP
-5,443,000
Echo Street Capital Management LLC
-5,073,820
Cardan Capital Partners, LLC
-4,956,000
Aigen Investment Management, LP
-2,092,800