Question 1

Which hedge funds and institutional investors hold OTIS?

Accepted Answer

StonkWhisper tracks 13F filings submitted to the SEC by institutional investment managers with over $100 million in assets. The whale tracker for OTIS shows which major funds hold positions, their portfolio weight, share counts, and how those positions changed quarter over quarter.

Question 2

What does conviction level mean for OTIS whale holdings?

Accepted Answer

Conviction level reflects how significant OTIS is within a fund's overall portfolio. A high-conviction position means the manager has allocated a large percentage of their portfolio to OTIS, suggesting strong directional confidence in the stock.

Question 3

How current is the whale data for OTIS?

Accepted Answer

Institutional 13F filings are required within 45 days of each calendar quarter end (March 31, June 30, September 30, December 31). StonkWhisper processes filings as they are published on SEC EDGAR, so data reflects the most recently reported quarter.

Question 4

What do quarter-over-quarter changes tell me about OTIS?

Accepted Answer

QoQ changes for OTIS show whether institutional managers are increasing, decreasing, initiating, or exiting their positions. New positions and significant increases can signal growing institutional conviction, while exits or decreases may indicate waning confidence.

Manager	Shares	Value	% of Portfolio	Manager AUM
State Street	16.2M	$1.2B	0.0%	$2896.4B
Capital Research	2.9M	$221.4M	0.0%	$644.6B
Franklin Templeton	2.7M	$208.9M	0.1%	$408.3B
ClearBridge	2.7M	$207.4M	0.2%	$114.9B
PRIMECAP	2.1M	$161.3M	0.1%	$127.0B
Two Sigma	1.9M	$149.3M	0.1%	$123.9B
Renaissance Tech	1.7M	$130.4M	0.2%	$63.9B
Geode Capital	1.3M	$96.4M	0.0%	$1607.5B
Arrowstreet	1.2M	$93.9M	0.1%	$184.8B
ExodusPoint	766.7K	$59.1M	0.5%	$12.4B
DE Shaw	651.3K	$50.2M	0.0%	$166.3B
Fisher Investments	619.5K	$47.7M	0.0%	$294.9B
WorldQuant	606.3K	$46.7M	0.2%	$25.9B
Marshall Wace	517.7K	$39.9M	0.0%	$100.4B
Citadel	440.2K	$33.9M	0.0%	$618.5B
Artisan Partners	409.3K	$31.6M	0.1%	$62.3B
Bridgewater	278.4K	$21.5M	0.1%	$22.4B
Man Group	216.7K	$16.7M	0.0%	$55.1B
American Century	188.0K	$14.5M	0.0%	$194.3B
Gotham Asset	132.9K	$10.2M	0.0%	$32.7B
DFA	132.2K	$10.2M	0.0%	$481.4B
Segall Bryant	127.4K	$9.8M	0.1%	$7.0B
Adage Capital	93.6K	$7.2M	0.0%	$64.8B
Millennium	88.5K	$6.8M	0.0%	$240.3B
Markel	87.3K	$6.7M	0.1%	$11.9B
Point72	62.7K	$4.8M	0.0%	$78.1B
Neuberger Berman (Eisman)	60.0K	$4.6M	0.0%	$131.4B
Brevan Howard	53.0K	$4.1M	0.0%	$11.3B
Caxton	52.8K	$4.1M	0.1%	$4.4B
Citadel	50.6K	$3.9M	0.0%	$618.5B
Wellington	41.8K	$3.2M	0.0%	$535.5B
Citadel	41.2K	$3.2M	0.0%	$618.5B
Winton	34.6K	$2.7M	0.1%	$2.9B
Schonfeld	22.1K	$1.7M	0.0%	$14.2B
Hudson Bay	14.1K	$1.1M	0.0%	$29.0B
Tudor	10.4K	$802K	0.0%	$53.9B
BlackRock	7.0K	$540K	—	$5723.5B
Dodge & Cox	6.0K	$463K	0.0%	$182.0B
Two Sigma	6.0K	$462K	0.0%	$123.9B
Gabelli	5.4K	$416K	0.0%	$14.8B
Two Sigma	4.9K	$378K	0.0%	$123.9B
Tudor	3.9K	$301K	0.0%	$53.9B
Fidelity (FMR)	1.6K	$126K	—	$1898.4B
Invesco	923	$71K	—	$653.3B
First Eagle	654	$50K	0.0%	$59.0B
Balyasny	397	$31K	—	$77.1B
Northern Trust	365	$28K	—	$756.6B
Kayne Anderson	79	$6K	—	$34.0B
AQR Capital	31	$2K	—	$218.4B
Acadian	18.5K	$1K	0.0%	$70.5M

OTIS

Who Holds OTIS