Otis Worldwide
OTIS
1,203 hedge funds and large institutions have $37.4B invested in Otis Worldwide in 2024 Q3 according to their latest regulatory filings, with 96 funds opening new positions, 355 increasing their positions, 493 reducing their positions, and 72 closing their positions.
72% more call options, than puts
Call options by funds: $167M | Put options by funds: $97.4M
43% more capital inflows, than outflows
Capital inflows: $1.99B | Capital outflows: $1.39B
33% more funds holding in top 10
Funds holding in top 10: 6 → 8 (+2)
33% more first-time investments, than exits
New positions opened: 96 | Existing positions closed: 72
2.26% more ownership
Funds ownership: 87.49% → 89.76% (+2.3%)
1% more funds holding
Funds holding: 1,192 → 1,203 (+11)
28% less repeat investments, than reductions
Existing positions increased: 355 | Existing positions reduced: 493
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$778M |
| 2 |
Franklin Resources
San Mateo,
California
|
+$258M |
| 3 |
VanEck Associates
New York
|
+$210M |
| 4 |
Menora Mivtachim Holdings
Ramat Gan,
Israel
|
+$50.3M |
| 5 |
National Bank of Canada
Montreal,
Quebec, Canada
|
+$49.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$190M |
| 2 |
Los Angeles Capital Management
Los Angeles,
California
|
-$120M |
| 3 |
Canoe Financial
Calgary,
Alberta, Canada
|
-$84.7M |
| 4 |
Boston Partners
Boston,
Massachusetts
|
-$68.7M |
| 5 |
Morgan Stanley
New York
|
-$62M |
OTIS Hedge Fund Activity: Q3 2024 in Review
1,203 of the 6,989 institutional investors tracked by Wall St. Rank reported a position in Otis Worldwide (OTIS) for Q3 2024, worth a combined $37.4B — up 9.8% from $34B a quarter earlier.
Buyers outnumbered sellers: 96 funds opened new OTIS positions and 72 closed out — a net gain of 24 holders — while 355 added to existing stakes and 493 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $778M. The largest seller was BlackRock, cutting an estimated $190M.
- 1,203 institutional investors held Otis Worldwide (OTIS) as of Q3 2024, up from 1,192 in Q2 2024.
- Funds reported $37.4B of Otis Worldwide stock for Q3 2024, up 9.8% quarter-over-quarter.
- 96 funds opened new Otis Worldwide positions in Q3 2024 and 72 closed out, a net change of +24 holders.
- The largest Otis Worldwide buyer in Q3 2024 was JP Morgan Chase, an estimated $778M added.
- The largest Otis Worldwide seller in Q3 2024 was BlackRock, an estimated $190M sold.
Based on aggregated 13F filings for Q3 2024.