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
↓ -62
Streak
1Q ▼
Buyers last Q
44%

Smart Money Signals — OTIS

Based on 1238 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their OTIS positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (95% of max)

95% of all-time peak
1,238 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.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding OTIS is almost the same as a year ago (+27 funds, +2% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 44% buying

515 buying651 selling
Last quarter: 651 funds reduced or exited vs 515 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.
⚠️

Fewer new buyers each quarter (-54 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 134 → 125 → 172 → 118. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

67% of holders stayed for 2+ years

■ 67% conviction (2yr+) ■ 18% medium ■ 15% new
829 out of 1,238 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.
📈

Growing discovery — still being found

137 → 134 → 125 → 172 → 118 new funds/Q
New funds entering each quarter: 134 → 125 → 172 → 118. A growing number of institutions are discovering OTIS each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 71% veterans vs 18% newcomers

■ 71% veterans ■ 11% 1-2yr ■ 18% new
Entry-cohort mix of 1,261 holders: 894 (71%) are 2+ year veterans, 134 entered 1–2 years ago, and 233 (18%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 59% AUM from top-100 funds

59% from top-100 AUM funds
70 of 1236 holders are among the 100 largest funds by AUM, controlling 59% 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.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — 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.

Institutional Sentiment Summary — OTIS

In 2026 Q1, 515 hedge funds were net buyers of OTIS (118 opened a new position, 397 added to an existing one), while 651 reduced or exited (471 trimmed, 180 sold completely) — a 44% buyer ratio, indicating roughly balanced activity. 59% of total institutional value in OTIS is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -62 funds (more exits than new entries). Total institutional holders: 1238.

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

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Otis Worldwide Corp (OTIS) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much OTIS has moved relative to its sector benchmark (XLI) since the 2026 Q2 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End June 30, 2026 · 47d ago
OTIS
+1.4%
XLI
+0.7%

OTIS outperformed XLI by +0.7% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 2d ago
OTIS
+0.0%
XLI
+0.0%

Since the filing became public, OTIS outperformed XLI by +0.0% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Broad Consensus, Selective Conviction

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

70 top-rated funds 4 high-conviction
Consensus
8.0
/ 10
breadth
×
Elite
3.0
/ 10
conviction
Hedge Fund Positioning: OTIS
2026 Q2 Stats Unlock in 3 days 1K + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 1226 1298 -5.55%
13F Shares 341M 392M -13.14%
Total Value $24.93B $30.79B -19.05%
New Positions 115 172 -57
Increased Positions 389 377 +12
Closed Positions 187 100 +87
Reduced Positions 463 479 -16
Total Calls 14 13 7.69%
Total Puts 11 6 83.33%
PUT/CALL Ratio 0.79 0.46 Neutral

Statistics: OTIS

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Valuation Measures Data as of: --

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q2)

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.

QUARTER:
2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 OTIS holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Clean Energy Transition LLP 11.49% 2,305,007 $165.0M
2 Bls Capital Fondsmaeglerselskab A/S 10.72% 3,885,445 $278.2M
3 FIFTHDELTA Ltd 8.24% 981,190 $70.3M
4 AdviceOne Advisory Services, LLC 5.67% 140,247 $10.0M
5 GFI Investment Counsel Ltd. 4.30% 442,927 $31.7M
6 Foyston, Gordon & Payne Inc 2.81% 183,616 $13.1M
7 Coerente Capital Management 2.77% 209,885 $15.0M
8 Canoe Financial LP 2.70% 3,044,476 $218.0M
9 Guinness Asset Management LTD 2.67% 2,202,384 $157.6M
10 J. Stern & Co. LLP 2.62% 387,610 $27.8M
11 Eliot Finkel Investment Counsel, LLC 2.59% 77,285 $5.5M
12 Regents Gate Capital LLP 2.57% 26,993 $1.9M
13 Independent Franchise Partners LLP 2.42% 5,152,104 $368.9M
14 Scharf Investments, LLC 2.38% 1,007,995 $72.2M
15 William Allan Corp 2.02% 57,813 $4.1M
16 PineStone Asset Management Inc. 1.90% 4,290,454 $307.2M
17 Cloverfields Capital Group, LP 1.86% 86,011 $6.2M
18 Holowesko Partners Ltd. 1.78% 98,300 $7.0M
19 Gates Capital Management, Inc. 1.49% 867,273 $62.1M
20 Regency Capital Management Inc.\DE 1.44% 50,700 $3.6M
21 Allied Investment Advisors, LLC 1.35% 150,535 $10.8M
22 Shelter Ins Retirement Plan 1.14% 16,000 $1.1M
23 Brown Shipley& Co Ltd 1.13% 30,585 $2.2M
24 Davis-Rea LTD. 1.13% 55,527 $4.0M
25 Bell Asset Management Ltd 1.10% 57,439 $4.1M
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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their OTIS positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for OTIS?

More sellers than buyers — 44% buying: Last quarter: 651 funds reduced or exited vs 515 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 — 59% AUM from top-100 funds: 70 of 1236 holders are among the 100 largest funds by AUM, controlling 59% 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?

67% of holders stayed for 2+ years: 829 out of 1,238 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.

Is it too late to buy Otis Worldwide Corp (OTIS) following the 2026 Q2 hedge fund 13F filings?

As of today, OTIS has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the XLI sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), OTIS has gained +1.4% vs +0.7% for XLI. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

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