OTIS WORLDWIDE CORP (OTIS) — Hedge Fund Ownership Q1 2026
OTIS
- OTIS WORLDWIDE CORP (OTIS) is held by 4 of 84 tracked hedge funds, with Fundsmith (2%) and Markel Group (0.1%) holding the largest stakes, indicating limited hedge fund interest relative to peers.
- The biggest increases in OTIS holdings came from First Eagle Investment Management (+21%), highlighting conviction.
- The biggest decreases in OTIS holdings came from Fundsmith (-12%) and Dodge & Cox (-62%), suggesting profit-taking or de-risking.
- Overall, hedge funds decreased exposure to OTIS WORLDWIDE CORP (OTIS) by -10% vs the prior quarter and -50% vs prior year.
| # | Fund | % of Portfolio † | Shares † | Shares vs Prior Quarter † | Shares vs Prior Year † | Aggregate Value † | Reported Price * | Option |
|---|---|---|---|---|---|---|---|---|
| 1 |
Fundsmith
|
1.64% | 2.7M | -12.23% | -53.44% | $210.6M | $77.08 | — |
| 2 |
Markel Group Tom Gayner
|
0.07% | 115K | — | — | $8.8M | $77.08 | — |
| 3 |
First Eagle Investment Management
|
0.03% | 196K | +20.53% | +156.54% | $15.1M | $77.08 | — |
| 4 |
Dodge & Cox
|
0.00% | 6K | -62.46% | -72.32% | $463,251 | $77.08 | — |
| 4 | Total | — | 3.0M | -10.49% | -49.86% | $235.0M | — | — |
* Reported price is not an actual purchase or sale price. It is the price as of the last portfolio date.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.