Otis Worldwide
OTIS
1,106 hedge funds and large institutions have $27.6B invested in Otis Worldwide in 2022 Q4 according to their latest regulatory filings, with 159 funds opening new positions, 299 increasing their positions, 434 reducing their positions, and 72 closing their positions.
121% more first-time investments, than exits
New positions opened: 159 | Existing positions closed: 72
78% more funds holding in top 10
Funds holding in top 10: 9 → 16 (+7)
22% more capital invested
Capital invested by funds: $22.6B → $27.6B (+$5.02B)
6% more funds holding
Funds holding: 1,042 → 1,106 (+64)
1.07% more ownership
Funds ownership: 84.15% → 85.22% (+1.1%)
31% less repeat investments, than reductions
Existing positions increased: 299 | Existing positions reduced: 434
55% less call options, than puts
Call options by funds: $165M | Put options by funds: $363M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$122M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$114M |
| 3 |
Capital Research Global Investors
Los Angeles,
California
|
+$99.7M |
| 4 |
BCF
BLS Capital Fondsmaeglerselskab
Klampenborg,
Denmark
|
+$85M |
| 5 |
PI
Putnam Investments
Boston,
Massachusetts
|
+$59.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
United Kingdom
|
-$99.1M |
| 2 |
ClearBridge Investments
New York
|
-$85.2M |
| 3 |
Goldman Sachs
New York
|
-$80.9M |
| 4 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
-$64.2M |
| 5 |
Boston Partners
Boston,
Massachusetts
|
-$55.5M |
OTIS Hedge Fund Activity: Q4 2022 in Review
1,106 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Otis Worldwide (OTIS) for Q4 2022, worth a combined $27.6B — up 22% from $22.6B a quarter earlier.
Buyers outnumbered sellers: 159 funds opened new OTIS positions and 72 closed out — a net gain of 87 holders — while 299 added to existing stakes and 434 trimmed.
The largest buyer was Citadel Advisors, adding an estimated $122M. The largest seller was Janus Henderson Group, cutting an estimated $99.1M.
- 1,106 institutional investors held Otis Worldwide (OTIS) as of Q4 2022, up from 1,042 in Q3 2022.
- Funds reported $27.6B of Otis Worldwide stock for Q4 2022, up 22% quarter-over-quarter.
- 159 funds opened new Otis Worldwide positions in Q4 2022 and 72 closed out, a net change of +87 holders.
- The largest Otis Worldwide buyer in Q4 2022 was Citadel Advisors, an estimated $122M added.
- The largest Otis Worldwide seller in Q4 2022 was Janus Henderson Group, an estimated $99.1M sold.
Based on aggregated 13F filings for Q4 2022.