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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
FFL
1151
Financial Freedom LLC
Ohio
$2.45K – – –
MFT
1152
Moisand Fitzgerald Tamayo
Florida
$2.42K -$19.5K -234 -90%
DF
1153
Dunhill Financial
United Kingdom
$2.41K +$2.25K +27 New
PP
1154
PFS Partners
New Jersey
$2.33K – – –
PCFFS
1155
Pacific Center for Financial Services
California
$2.24K – – –
DPW
1156
DiNuzzo Private Wealth
Pennsylvania
$2.24K +$2.08K +25 New
CPA
1157
Clear Point Advisors
New York
$2.15K +$2K +24 New
NCM
1158
Northwest Capital Management
Oregon
$2.06K – – –
CTB
1159
Country Trust Bank
Illinois
$2.06K +$1.91K +23 New
TLCM
1160
Twin Lakes Capital Management
California
$2.06K – – –
OAJ
1161
Ogorek Anthony Joseph
New York
$2K – – –
SRCM
1162
Signature Resources Capital Management
California
$1.88K +$1.75K +21 New
TCM
1163
TD Capital Management
Tennessee
$1.79K – – –
AP
1164
Aspect Partners
Virginia
$1.79K +$1.66K +20 New
IGWM
1165
ICA Group Wealth Management
Colorado
$1.61K +$1.5K +18 New
DWM
1166
Dogwood Wealth Management
Kansas
$1.38K +$1.25K +15 New
VWA
1167
Valued Wealth Advisors
Utah
$1.37K +$1.41K +17 New
CCM
1168
Chilton Capital Management
Texas
$1.34K – – –
TCA
1169
Trifecta Capital Advisors
Illinois
$1.34K – – –
GGI
1170
Godsey & Gibb Inc
Virginia
$1.3K +$1.16K +14 New
AT
1171
Arlington Trust
Alabama
$1.25K -$2.93M -35,180 -100%
GWMI
1172
Guardian Wealth Management (Illinois)
Illinois
$1.12K +$83 +1 +8%
GPFA
1173
Game Plan Financial Advisors
Ohio
$1.07K +$998 +12 New
TVAMP
1174
Tennessee Valley Asset Management Partners
Tennessee
$1.07K +$998 +12 New
PWM
1175
Partnership Wealth Management
Maryland
$1.02K +$998 +12 New
45 46
47
48 49

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.