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Adds vs. Reduces by Quarter
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OTIS —
OTIS WORLDWIDE CORP
CUSIP: 68902V107 · Held by 7 superinvestors · Combined value: $514,797,131
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| # | Investor | % of Portfolio | Value ($) | Shares | Recent Activity | Share Change |
|---|---|---|---|---|---|---|
| 1 | Terry Smith | 1.6% | $271,866,393 | 3,112,380 | REDUCE | -2,706,771 |
| 2 | Jim Simons | 0.2% | $113,258,010 | 1,296,600 | ADD | +759,700 |
| 3 | Ken Griffin | 0.0% | $84,385,079 | 966,057 | REDUCE | -340,352 |
| 4 | Ray Dalio | 0.1% | $19,670,609 | 225,193 | ADD | +121,344 |
| 5 | First Eagle Investment Mgmt | 0.0% | $14,206,507 | 162,639 | ADD | +18,940 |
| 6 | Tom Gayner | 0.1% | $10,012,059 | 114,620 | - | - |
| 7 | Dodge & Cox | 0.0% | $1,398,474 | 16,010 | REDUCE | -600 |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| First Eagle Investment Mgmt | ADD | +18,940 | +13.2% |
| Jim Simons | ADD | +759,700 | +141.5% |
| Ray Dalio | ADD | +121,344 | +116.8% |
| Dodge & Cox | REDUCE | -600 | -3.6% |
| Ken Griffin | REDUCE | -340,352 | -26.1% |
| Terry Smith | REDUCE | -2,706,771 | -46.5% |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| Ray Dalio | NEW BUY | +103,849 | New |
| First Eagle Investment Mgmt | ADD | +49,684 | +52.8% |
| Jim Simons | ADD | +25,700 | +5.0% |
| Dodge & Cox | REDUCE | -2,710 | -14.0% |
| Ken Griffin | REDUCE | -139,815 | -9.7% |
| FPA Queens Road | SOLD | -2,511 | Exit |
| Mairs & Power | SOLD | -2,128 | Exit |
Who Owns OTIS? Superinvestor Holdings
OTIS WORLDWIDE CORP is held by 7 tracked superinvestors, with a combined position value of $515 million . The largest positions are held by Terry Smith (1.6% of portfolio), Jim Simons (0.2% of portfolio), Ken Griffin (0.0% of portfolio).
In the most recent quarter, 3 superinvestors added or initiated positions while 3 reduced or exited.