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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.04B |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$492M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
+$110M |
| 4 |
UIM
USS Investment Management
London,
United Kingdom
|
+$64.9M |
| 5 |
JP Morgan Chase
New York
|
+$60.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Boston Partners
Boston,
Massachusetts
|
-$119M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$69.6M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$66.3M |
| 4 |
Adage Capital Partners
Boston,
Massachusetts
|
-$62.5M |
| 5 |
BlackRock
New York
|
-$61.2M |
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.