Otis Worldwide
OTIS
1,095 hedge funds and large institutions have $28.7B invested in Otis Worldwide in 2023 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 352 increasing their positions, 404 reducing their positions, and 93 closing their positions.
187% more call options, than puts
Call options by funds: $112M | Put options by funds: $39.1M
0.06% less ownership
Funds ownership: 86.74% → 86.68% (-0.06%)
3% less funds holding
Funds holding: 1,124 → 1,095 (-29)
10% less capital invested
Capital invested by funds: $31.9B → $28.7B (-$3.22B)
13% less repeat investments, than reductions
Existing positions increased: 352 | Existing positions reduced: 404
13% less first-time investments, than exits
New positions opened: 81 | Existing positions closed: 93
30% less funds holding in top 10
Funds holding in top 10: 10 → 7 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
+$484M |
| 2 |
JP Morgan Chase
New York
|
+$209M |
| 3 |
PAM
PineStone Asset Management
Montreal,
Quebec, Canada
|
+$183M |
| 4 |
UIM
USS Investment Management
London,
United Kingdom
|
+$112M |
| 5 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
+$68M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VAM
Vontobel Asset Management
New York
|
-$202M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$183M |
| 3 |
Brown Advisory
Baltimore,
Maryland
|
-$182M |
| 4 |
DVI
Deccan Value Investors
Greenwich,
Connecticut
|
-$180M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$102M |
OTIS Hedge Fund Activity: Q3 2023 in Review
1,095 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in Otis Worldwide (OTIS) for Q3 2023, worth a combined $28.7B — down 10% from $31.9B a quarter earlier.
Sellers outnumbered buyers: 93 funds closed out of OTIS and 81 opened new positions — a net loss of 12 holders — while 404 trimmed existing stakes and 352 added.
The largest buyer was AllianceBernstein, adding an estimated $484M. The largest seller was Vontobel Asset Management, exiting entirely with an estimated $202M sold.
- 1,095 institutional investors held Otis Worldwide (OTIS) as of Q3 2023, down from 1,124 in Q2 2023.
- Funds reported $28.7B of Otis Worldwide stock for Q3 2023, down 10% quarter-over-quarter.
- 81 funds opened new Otis Worldwide positions in Q3 2023 and 93 closed out, a net change of -12 holders.
- The largest Otis Worldwide buyer in Q3 2023 was AllianceBernstein, an estimated $484M added.
- The largest Otis Worldwide seller in Q3 2023 was Vontobel Asset Management, an estimated $202M sold.
Based on aggregated 13F filings for Q3 2023.