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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
OQS
276
Occudo Quantitative Strategies
Florida
$4.84M +$4.51M +48,793 New
BSC
277
Brown Shipley & Co
United Kingdom
$4.78M +$486K +5,259 +12%
WAS
278
Wesleyan Assurance Society
United Kingdom
$4.77M
CCM
279
Cohen Capital Management
California
$4.73M +$27K +292 +0.6%
Rockefeller Capital Management
280
Rockefeller Capital Management
New York
$4.67M +$1.49M +16,133 +52%
CSIC
281
Clifford Swan Investment Counsel
California
$4.66M -$17.8K -193 -0.4%
WAC
282
William Allan Corp
Colorado
$4.65M +$5.08K +55 +0.1%
Cetera Investment Advisers
283
Cetera Investment Advisers
Illinois
$4.6M +$3.09M +33,457 +259%
Pathstone Holdings
284
Pathstone Holdings
New Jersey
$4.54M +$206K +2,233 +5%
BP
285
BNP Paribas
France
$4.51M +$4.36M +47,125 New
Daiwa Securities Group
286
Daiwa Securities Group
Japan
$4.46M +$721K +7,806 +21%
SC
287
Scotia Capital
Ontario, Canada
$4.46M -$430K -4,653 -9%
Mercer Global Advisors
288
Mercer Global Advisors
Colorado
$4.41M -$212K -2,292 -5%
AAM
289
Aureus Asset Management
Massachusetts
$4.41M +$50.9K +551 +1%
GT
290
Glenmede Trust
Pennsylvania
$4.36M -$70.6K -764 -2%
FT
291
Fiduciary Trust
Massachusetts
$4.3M +$132K +1,432 +3%
CQS
292
Credential Qtrade Securities
$4.26M +$3.97M +42,946 New
RFC
293
Regions Financial Corp
Alabama
$4.19M -$27.6K -299 -0.7%
CAPTRUST Financial Advisors
294
CAPTRUST Financial Advisors
North Carolina
$4.09M -$942K -10,187 -20%
GC
295
Guggenheim Capital
Illinois
$4.08M +$1.61M +17,386 +73%
CWM
296
CIBC World Markets
New York
$4.05M -$1.1M -11,917 -23%
QC
297
Quadrature Capital
United Kingdom
$3.98M +$2.53M +27,340 +215%
AAIS
298
ABN AMRO Investment Solutions
$3.98M -$255K -2,763 -6%
IIM
299
INTECH Investment Management
Florida
$3.89M +$436K +4,720 +14%
QCM
300
QRG Capital Management
Illinois
$3.89M +$129K +1,393 +4%

OTIS Hedge Fund Activity: Q1 2024 in Review

1,200 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Otis Worldwide (OTIS) for Q1 2024, worth a combined $34.8B — up 5.2% from $33B a quarter earlier.

Buyers outnumbered sellers: 102 funds opened new OTIS positions and 76 closed out — a net gain of 26 holders — while 384 added to existing stakes and 445 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $267M. The largest seller was Morgan Stanley, cutting an estimated $1.16B.

  • 1,200 institutional investors held Otis Worldwide (OTIS) as of Q1 2024, up from 1,189 in Q4 2023.
  • Funds reported $34.8B of Otis Worldwide stock for Q1 2024, up 5.2% quarter-over-quarter.
  • 102 funds opened new Otis Worldwide positions in Q1 2024 and 76 closed out, a net change of +26 holders.
  • The largest Otis Worldwide buyer in Q1 2024 was JP Morgan Chase, an estimated $267M added.
  • The largest Otis Worldwide seller in Q1 2024 was Morgan Stanley, an estimated $1.16B sold.

Based on aggregated 13F filings for Q1 2024.