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Otis Worldwide

1,200 hedge funds and large institutions have $34.8B invested in Otis Worldwide in 2024 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 384 increasing their positions, 445 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

261% more call options, than puts

Call options by funds: $169M | Put options by funds: $46.9M

34% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 76

5% more capital invested

Capital invested by funds: $33B → $34.8B (+$1.72B)

1% more funds holding

Funds holding: 1,1891,200 (+11)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

3.87% less ownership

Funds ownership: 90.27%86.39% (-3.9%)

14% less repeat investments, than reductions

Existing positions increased: 384 | Existing positions reduced: 445

Holders
1,200
Holders Change
+11
Holders Change %
+0.93%
% of All Funds
17.29%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
102
Increased
384
Reduced
445
Closed
76
Calls
$169M
Puts
$46.9M
Net Calls
+$123M
Net Calls Change
+$41.4M
Name Holding Trade Value Shares
Change
Change in
Stake
SOADOR
226
State of Alaska Department of Revenue
Alaska
$7.57M -$1.04M -11,215 -13%
DAM
227
Delta Asset Management
Tennessee
$7.31M +$43.6K +472 +0.6%
Osaic Holdings
228
Osaic Holdings
Arizona
$7.28M -$2.85M -30,820 -30%
URS
229
Utah Retirement Systems
Utah
$7.09M
CNB
230
Czech National Bank
Czech Republic
$7.08M -$31.4K -340 -0.5%
EI
231
Ethic Inc
New York
$7.07M +$431K +4,668 +7%
Calamos Advisors
232
Calamos Advisors
Illinois
$7.02M -$163K -1,762 -2%
PGFC
233
Peapack-Gladstone Financial Corp
New Jersey
$6.85M -$87.5K -947 -1%
Mariner
234
Mariner
Kansas
$6.79M +$212K +2,290 +3%
VanEck Associates
235
VanEck Associates
New York
$6.78M -$425K -4,602 -6%
ProShare Advisors
236
ProShare Advisors
Maryland
$6.71M +$829K +8,969 +15%
KeyBank National Association
237
KeyBank National Association
Ohio
$6.7M -$138K -1,490 -2%
BFS
238
Bradley Foster & Sargent
Connecticut
$6.68M -$304K -3,287 -5%
BPCE
239
Bank Pictet & Cie (Europe)
Germany
$6.66M -$864K -9,350 -12%
DZ Bank
240
DZ Bank
Germany
$6.59M
RJFSA
241
Raymond James Financial Services Advisors
Florida
$6.56M +$335K +3,621 +6%
Bank of Nova Scotia
242
Bank of Nova Scotia
Ontario, Canada
$6.42M -$5.2M -56,253 -47%
Truist Financial
243
Truist Financial
North Carolina
$6.33M -$622K -6,732 -10%
YCM
244
Yousif Capital Management
Michigan
$6.31M -$268K -2,904 -4%
SAM
245
Sawgrass Asset Management
Florida
$6.2M -$267K -2,890 -4%
CIP
246
Chartwell Investment Partners
Pennsylvania
$6.19M +$218K +2,360 +4%
NYLIM
247
New York Life Investment Management
New York
$6.08M -$245K -2,655 -4%
FDP
248
Financiere des Professionnels
Quebec, Canada
$6.01M
AI
249
AdvisorShares Investments
Maryland
$6.01M +$2.06M +22,270 +58%
SSWM
250
Sheets Smith Wealth Management
North Carolina
$5.96M +$277K +3,000 +5%