Otis Worldwide
OTIS
1,230 hedge funds and large institutions have $33.6B invested in Otis Worldwide in 2024 Q4 according to their latest regulatory filings, with 158 funds opening new positions, 383 increasing their positions, 419 reducing their positions, and 107 closing their positions.
243% more call options, than puts
Call options by funds: $186M | Put options by funds: $54.1M
48% more first-time investments, than exits
New positions opened: 158 | Existing positions closed: 107
3% more funds holding
Funds holding: 1,197 → 1,230 (+33)
1.1% more ownership
Funds ownership: 89.8% → 90.9% (+1.1%)
9% less repeat investments, than reductions
Existing positions increased: 383 | Existing positions reduced: 419
10% less capital invested
Capital invested by funds: $37.4B → $33.6B (-$3.75B)
25% less funds holding in top 10
Funds holding in top 10: 8 → 6 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$747M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$162M |
| 3 |
CF
Canoe Financial
Calgary,
Alberta, Canada
|
+$90.7M |
| 4 |
BNP Paribas Financial Markets
Paris,
France
|
+$72.5M |
| 5 |
Northern Trust
Chicago,
Illinois
|
+$50.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OAC
OMERS Administration Corp
Toronto,
Ontario, Canada
|
-$195M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
-$177M |
| 3 |
Boston Partners
Boston,
Massachusetts
|
-$126M |
| 4 |
National Pension Service
Jeonju-Si, Jeollabuk-Do,
South Korea
|
-$61.2M |
| 5 |
PI
PineBridge Investments
New York
|
-$58.1M |
OTIS Hedge Fund Activity: Q4 2024 in Review
1,230 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Otis Worldwide (OTIS) for Q4 2024, worth a combined $33.6B — down 10% from $37.4B a quarter earlier.
Buyers outnumbered sellers: 158 funds opened new OTIS positions and 107 closed out — a net gain of 51 holders — while 383 added to existing stakes and 419 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $747M. The largest seller was OMERS Administration Corp, cutting an estimated $195M.
- 1,230 institutional investors held Otis Worldwide (OTIS) as of Q4 2024, up from 1,197 in Q3 2024.
- Funds reported $33.6B of Otis Worldwide stock for Q4 2024, down 10% quarter-over-quarter.
- 158 funds opened new Otis Worldwide positions in Q4 2024 and 107 closed out, a net change of +51 holders.
- The largest Otis Worldwide buyer in Q4 2024 was JP Morgan Chase, an estimated $747M added.
- The largest Otis Worldwide seller in Q4 2024 was OMERS Administration Corp, an estimated $195M sold.
Based on aggregated 13F filings for Q4 2024.