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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
Wealthfront Advisers
301
Wealthfront Advisers
California
$3.88M +$114K +1,235 +3%
FMII
302
Farmers & Merchants Investments Inc
Nebraska
$3.81M -$312K -3,376 -8%
SMDAM
303
Sumitomo Mitsui DS Asset Management
Japan
$3.81M +$8.96K +97 +0.3%
CAM
304
Cacti Asset Management
Georgia
$3.75M -$129K -1,397 -4%
EMPI
305
Elo Mutual Pension Insurance
Finland
$3.72M +$143K +1,548 +4%
N
306
Natixis
France
$3.72M +$3.47M +37,492 New
RBA
307
Richard Bernstein Advisors
New York
$3.67M
CIBC World Market
308
CIBC World Market
Ontario, Canada
$3.58M +$994K +10,751 +43%
AP
309
Arlington Partners
Alabama
$3.49M
Thrivent Financial for Lutherans
310
Thrivent Financial for Lutherans
Minnesota
$3.49M -$44.6K -483 -1%
Cerity Partners
311
Cerity Partners
New York
$3.46M +$843K +9,119 +35%
OPERF
312
Oregon Public Employees Retirement Fund
Oregon
$3.45M +$258K +2,794 +9%
GIBU
313
Gulf International Bank (UK)
United Kingdom
$3.38M +$18.4K +199 +0.6%
CGH
314
Crossmark Global Holdings
Texas
$3.38M -$1.06M -11,459 -25%
SCM
315
Seascape Capital Management
New Hampshire
$3.35M +$198K +2,140 +7%
Mackenzie Financial
316
Mackenzie Financial
Ontario, Canada
$3.35M +$139K +1,500 +5%
Rafferty Asset Management
317
Rafferty Asset Management
New York
$3.35M -$57.8K -625 -2%
TRSOTSOK
318
Teachers Retirement System of the State of Kentucky
Kentucky
$3.32M -$197K -2,133 -6%
Marshall Wace
319
Marshall Wace
United Kingdom
$3.31M +$3.08M +33,369 New
WB
320
WesBanco Bank
West Virginia
$3.27M +$12.9K +140 +0.4%
VPIM
321
Vanguard Personalized Indexing Management
California
$3.26M +$617K +6,679 +26%
CWM
322
Circle Wealth Management
New Jersey
$3.26M
TAM
323
Tocqueville Asset Management
New York
$3.19M
Cambridge Investment Research Advisors
324
Cambridge Investment Research Advisors
Iowa
$3.18M +$10.2K +110 +0.3%
OIS
325
Okabena Investment Services
Minnesota
$3.12M -$359K -3,886 -11%

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.