Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

OTIS WORLDWIDE CORP (OTIS)

1K + Investors. Track Smart Money conviction in OTIS. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +66
Streak
1Q ▲
Buyers last Q
48%

Smart Money Signals — OTIS

Based on 1233 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added OTIS than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
1,233 hedge funds hold OTIS right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +9% more funds vs a year ago

fund count last 6Q
+101 new funds entered over the past year (+9% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 48% buying

527 buying562 selling
Last quarter: 562 funds reduced or exited vs 527 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
📈

More new buyers each quarter (+44 vs last Q)

new funds entering per quarter
Funds opening a new OTIS position: 130 → 129 → 119 → 163. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

68% of holders stayed for 2+ years

■ 68% conviction (2yr+) ■ 17% medium ■ 15% new
839 out of 1,233 hedge funds have held OTIS for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares +15%, value -1%

Value
0%
Shares
+15%
Last quarter: funds added +15% more shares while total portfolio value only changed -1%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~163 new funds/quarter

124 → 130 → 129 → 119 → 163 new funds/Q
New funds entering each quarter: 130 → 129 → 119 → 163. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 70% of holders stayed 2+ years

■ 70% veterans ■ 10% 1-2yr ■ 20% new
Of 1,249 current holders: 880 (70%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 56% AUM from top-100 funds

56% from top-100 AUM funds
49 of 1233 holders are among the 100 largest funds by AUM, controlling 56% of total institutional value in OTIS. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: OTIS

How many hedge funds hold OTIS — quarterly history vs. share price
Quarterly hedge fund ownership of OTIS vs. share price

Market Analysis: OTIS

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: OTIS

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

121 top-rated funds 7 high-conviction
Consensus
9.1
/ 10
breadth
×
Elite
3.3
/ 10
conviction
Hedge Fund Positioning: OTIS
2026 Q1 Stats Unlock in 19 days 1K + Investors

Track Smart Money conviction in OTIS. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 1249 1188 5.13%
13F Shares 388M 336M 15.44%
Total Value $30.43B $30.64B -0.69%
New Positions 163 122 +41
Increased Positions 387 381 +6
Closed Positions 101 136 -35
Reduced Positions 485 487 -2
Total Calls 13 13 -
Total Puts 6 12 -50.0%
PUT/CALL Ratio 0.46 0.92 Bullish

Statistics: OTIS

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

1K + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in OTIS. Verified SEC 13F-HR filings.

Top 25 institutional holders of OTIS — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 BLS CAPITAL FONDSMAEGLERSELSKAB A/S 11.51% 4,388,045 $338.2M
2 AdviceOne Advisory Services, LLC 6.54% 140,283 $10.8M
3 COERENTE CAPITAL MANAGEMENT 3.27% 227,914 $17.6M
4 Guinness Asset Management LTD 3.12% 2,346,092 $180.8M
5 SCHARF INVESTMENTS, LLC 2.77% 1,166,569 $89.9M
6 Canoe Financial LP 2.57% 2,450,336 $188.9M
7 PineStone Asset Management Inc. 2.43% 4,493,882 $346.4M
8 Allied Investment Advisors, LLC 1.47% 132,978 $10.2M
9 Shelter Ins Retirement Plan 1.37% 16,000 $1.2M
10 Steigerwald, Gordon & Koch Inc. 1.19% 150,210 $11.6M
11 DAVIS-REA LTD. 1.05% 52,232 $4.0M
12 Lincoln Capital LLC 0.99% 67,875 $5.2M
13 LOUISBOURG INVESTMENTS INC. 0.98% 83,707 $5.2M
14 DAVIDSON INVESTMENT ADVISORS 0.90% 177,066 $18.3M
15 Quintet Private Bank (Europe) S.A. 0.80% 155,776 $12.0M
16 LETSON INVESTMENT MANAGEMENT, INC. 0.80% 27,045 $2.1M
17 WD RUTHERFORD LLC 0.75% 21,965 $1.7M
18 Pictet North America Advisors SA 0.67% 87,639 $6.8M
19 TEALWOOD ASSET MANAGEMENT INC 0.67% 19,113 $1K
20 Cohen Capital Management, Inc. 0.62% 52,077 $4.0M
21 BALDWIN WEALTH PARTNERS LLC/MA 0.56% 100,162 $7.7M
22 LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 0.56% 10,167 —
23 Ridgewood Investments LLC 0.55% 17,460 $1.3M
24 Shelter Mutual Insurance Co 0.53% 31,200 $2.4M
25 USS Investment Management Ltd 0.53% 1,767,235 $136.2M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — OTIS WORLDWIDE CORP (OTIS)

What does the Smart Money Trend signal show for OTIS?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added OTIS than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for OTIS?

More sellers than buyers — 48% buying: Last quarter: 562 funds reduced or exited vs 527 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for OTIS holders?

Elite ownership — 56% AUM from top-100 funds: 49 of 1233 holders are among the 100 largest funds by AUM, controlling 56% of total institutional value in OTIS. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held OTIS?

68% of holders stayed for 2+ years: 839 out of 1,233 hedge funds have held OTIS for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.