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Otis Worldwide
OTIS

1,190 hedge funds and large institutions have $33B invested in Otis Worldwide in 2023 Q4 according to their latest regulatory filings, with 163 funds opening new positions, 325 increasing their positions, 477 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

186% more first-time investments, than exits

New positions opened: 163 | Existing positions closed: 57

178% more call options, than puts

Call options by funds: $127M | Put options by funds: $45.6M

15% more capital invested

Capital invested by funds: $28.7B → $33B (+$4.35B)

14% more funds holding in top 10

Funds holding in top 10: 7 → 8 (+1)

8% more funds holding

Funds holding: 1,097 → 1,190 (+93)

3.57% more ownership

Funds ownership: 86.69% → 90.27% (+3.6%)

32% less repeat investments, than reductions

Existing positions increased: 325 | Existing positions reduced: 477

Holders
1,190
Holders Change
+93
Holders Change %
+8.48%
% of All Funds
17.35%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
163
Increased
325
Reduced
477
Closed
57
Calls
$127M
Puts
$45.6M
Net Calls
+$81.1M
Net Calls Change
+$8.25M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$1.04B
2
Vanguard Group
Vanguard Group
Pennsylvania
+$492M
3
AllianceBernstein
AllianceBernstein
Tennessee
+$110M
4
UIM
USS Investment Management
United Kingdom
+$64.9M
5
JP Morgan Chase
JP Morgan Chase
New York
+$60.1M

Top Sellers

Rank Fund Capital Flow
1
Boston Partners
Boston Partners
Massachusetts
-$119M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$69.6M
3
Invesco
Invesco
Georgia
-$66.3M
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$62.5M
5
BlackRock
BlackRock
New York
-$61.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
SSWM
451
Smith Salley Wealth Management
North Carolina
$1.11M +$1.03M +12,437 New
IIM
452
Ironwood Investment Management
Massachusetts
$1.09M +$23.4K +282 +2%
RJT
453
Raymond James Trust
Florida
$1.07M +$54.5K +656 +6%
EI
454
Ellevest Inc
New York
$1.07M +$231K +2,781 +30%
LA
455
LBP AM
France
$1.07M – – –
AI
456
Atria Investments
North Carolina
$1.07M +$991K +11,921 New
PRC
457
Pearl River Capital
Michigan
$1.06M -$1.64M -19,774 -62%
RPC
458
Rossmore Private Capital
Connecticut
$1.06M – – –
GAM
459
Groupama Asset Management
France
$1.05M +$976K +11,733 New
DADC
460
D.A. Davidson & Co
Montana
$1.05M +$5.74K +69 +0.6%
PWP
461
Principle Wealth Partners
Connecticut
$1.04M -$582 -7 -0.1%
NRS
462
Neville Rodie & Shaw
New York
$1.04M – – –
SCTC
463
Sanibel Captiva Trust Company
Florida
$1.02M +$952K +11,455 New
HFM
464
Hartford Funds Management
Pennsylvania
$1.02M +$278K +3,342 +41%
VF
465
Virtu Financial
New York
$1M +$934K +11,236 New
QI
466
Qtron Investments
Massachusetts
$1M – – –
BG
467
Bollard Group
Massachusetts
$999K +$2K +24 +0.2%
BCWM
468
Bartlett & Co Wealth Management
Ohio
$995K -$44.2K -531 -5%
BC
469
Bartlett & Co
Ohio
$995K -$44.2K -531 -5%
BC
470
Burney Company
Virginia
$974K -$24.2K -291 -3%
FI
471
FJ Investments
Utah
$961K +$894K +10,746 New
AC
472
Abbrea Capital
California
$961K – – –
HAG
473
HighPoint Advisor Group
Illinois
$957K +$803K +9,661 New
DA
474
Dash Acquisitions
California
$949K +$6.15K +74 +0.7%
PS
475
Principal Securities
Iowa
$945K +$878K +10,559 New
17 18
19
20 21

OTIS Hedge Fund Activity: Q4 2023 in Review

1,190 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Otis Worldwide (OTIS) for Q4 2023, worth a combined $33B — up 15% from $28.7B a quarter earlier.

Buyers outnumbered sellers: 163 funds opened new OTIS positions and 57 closed out — a net gain of 106 holders — while 325 added to existing stakes and 477 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.04B. The largest seller was Boston Partners, cutting an estimated $119M.

  • 1,190 institutional investors held Otis Worldwide (OTIS) as of Q4 2023, up from 1,097 in Q3 2023.
  • Funds reported $33B of Otis Worldwide stock for Q4 2023, up 15% quarter-over-quarter.
  • 163 funds opened new Otis Worldwide positions in Q4 2023 and 57 closed out, a net change of +106 holders.
  • The largest Otis Worldwide buyer in Q4 2023 was Morgan Stanley, an estimated $1.04B added.
  • The largest Otis Worldwide seller in Q4 2023 was Boston Partners, an estimated $119M sold.

Based on aggregated 13F filings for Q4 2023.