Otis Worldwide
OTIS
1,194 hedge funds and large institutions have $30.9B invested in Otis Worldwide in 2021 Q4 according to their latest regulatory filings, with 159 funds opening new positions, 358 increasing their positions, 473 reducing their positions, and 87 closing their positions.
334% more call options, than puts
Call options by funds: $123M | Put options by funds: $28.4M
83% more first-time investments, than exits
New positions opened: 159 | Existing positions closed: 87
5% more capital invested
Capital invested by funds: $29.3B → $30.9B (+$1.6B)
5% more funds holding
Funds holding: 1,141 → 1,194 (+53)
0.17% more ownership
Funds ownership: 83.31% → 83.48% (+0.17%)
7% less funds holding in top 10
Funds holding in top 10: 14 → 13 (-1)
24% less repeat investments, than reductions
Existing positions increased: 358 | Existing positions reduced: 473
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$244M |
| 2 |
Lazard Asset Management
New York
|
+$234M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$97.9M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$89M |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
+$74.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Renaissance Technologies
New York
|
-$130M |
| 2 |
AIM
Alphinity Investment Management
Sydney,
Australia
|
-$119M |
| 3 |
LFG
Lazard Frères Gestion
Paris,
France
|
-$110M |
| 4 |
AC
AKO Capital
London,
United Kingdom
|
-$89.7M |
| 5 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$71.1M |
OTIS Hedge Fund Activity: Q4 2021 in Review
1,194 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in Otis Worldwide (OTIS) for Q4 2021, worth a combined $30.9B — up 5.5% from $29.3B a quarter earlier.
Buyers outnumbered sellers: 159 funds opened new OTIS positions and 87 closed out — a net gain of 72 holders — while 358 added to existing stakes and 473 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $244M. The largest seller was Renaissance Technologies, cutting an estimated $130M.
- 1,194 institutional investors held Otis Worldwide (OTIS) as of Q4 2021, up from 1,141 in Q3 2021.
- Funds reported $30.9B of Otis Worldwide stock for Q4 2021, up 5.5% quarter-over-quarter.
- 159 funds opened new Otis Worldwide positions in Q4 2021 and 87 closed out, a net change of +72 holders.
- The largest Otis Worldwide buyer in Q4 2021 was JP Morgan Chase, an estimated $244M added.
- The largest Otis Worldwide seller in Q4 2021 was Renaissance Technologies, an estimated $130M sold.
Based on aggregated 13F filings for Q4 2021.