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Otis Worldwide
OTIS

1,189 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: 1,096 → 1,189 (+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
1,189
Holders Change
+93
Holders Change %
+8.49%
% of All Funds
17.33%
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
Mitsubishi UFJ Asset Management
26
Mitsubishi UFJ Asset Management
Japan
$269M -$20.4M -245,421 -7%
SP
27
Sarasin & Partners
United Kingdom
$262M -$1.97M -23,715 -0.8%
Fidelity Investments
28
Fidelity Investments
Massachusetts
$257M -$69.6M -837,165 -23%
T. Rowe Price Associates
29
T. Rowe Price Associates
Maryland
$237M -$48.4M -581,555 -18%
MMH
30
Menora Mivtachim Holdings
Israel
$220M +$18.3M +220,500 +10%
Dimensional Fund Advisors
31
Dimensional Fund Advisors
Texas
$217M -$28.2M -339,694 -12%
PI
32
Putnam Investments
Massachusetts
$216M +$33.5M +403,215 +20%
Los Angeles Capital Management
33
Los Angeles Capital Management
California
$210M -$11M -132,262 -5%
OAC
34
OMERS Administration Corp
Ontario, Canada
$208M – – –
Goldman Sachs
35
Goldman Sachs
New York
$199M +$18.9M +227,116 +11%
UIM
36
USS Investment Management
United Kingdom
$196M +$64.9M +781,077 +55%
Charles Schwab
37
Charles Schwab
California
$194M +$3.44M +41,361 +2%
LCOV
38
London Company of Virginia
Virginia
$193M +$3.09M +37,180 +2%
State of Wisconsin Investment Board
39
State of Wisconsin Investment Board
Wisconsin
$188M +$7.2M +86,592 +4%
CS
40
Credit Suisse
Switzerland
$176M -$13.5M -162,787 -8%
Lazard Asset Management
41
Lazard Asset Management
New York
$174M -$39.9M -479,347 -20%
Primecap Management
42
Primecap Management
California
$168M +$15.3M +183,700 +11%
GAM
43
Guinness Asset Management
United Kingdom
$160M +$118K +1,421 +0.1%
FIS
44
Fundsmith Investment Services
Mauritius
$152M +$820K +9,861 +0.6%
Parnassus Investments
45
Parnassus Investments
California
$148M -$55.3M -665,195 -29%
Jacobs Levy Equity Management
46
Jacobs Levy Equity Management
New Jersey
$143M +$4.01M +48,264 +3%
AC
47
AKO Capital
United Kingdom
$132M -$61.2M -736,011 -33%
Pictet Asset Management
48
Pictet Asset Management
Switzerland
$131M -$4.93M -59,315 -4%
Deutsche Bank
49
Deutsche Bank
Germany
$128M +$1.68M +20,244 +1%
Schroder Investment Management Group
50
Schroder Investment Management Group
United Kingdom
$124M -$43.5M -523,686 -27%
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OTIS Hedge Fund Activity: Q4 2023 in Review

1,189 of the 6,859 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.

  • 1,189 institutional investors held Otis Worldwide (OTIS) as of Q4 2023, up from 1,096 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.