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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
Assenagon Asset Management
326
Assenagon Asset Management
Luxembourg
$3.12M -$9.62M -104,036 -77%
DLCIG
327
D.L. Carlson Investment Group
New Hampshire
$3.11M +$2.9M +31,376 New
SMI
328
Shelter Mutual Insurance
Missouri
$3.1M
KRS
329
Kentucky Retirement Systems
Kentucky
$3.06M -$181K -1,954 -6%
Credit Agricole
330
Credit Agricole
France
$3.05M +$1.21M +13,052 +69%
MSRPS
331
Maryland State Retirement & Pension System
Maryland
$3.04M
OSAM
332
O'Shaughnessy Asset Management
Connecticut
$3.02M +$454K +4,909 +19%
DILIC
333
Dai-ichi Life Insurance Company
Japan
$3.01M
MKC
334
M. Kraus & Co
Vermont
$3M +$1.66K +18 +0.1%
ANTB
335
AMG National Trust Bank
Colorado
$2.95M -$16.9K -183 -0.6%
CAM
336
Cresset Asset Management
Illinois
$2.94M +$685K +7,410 +33%
LI
337
Louisbourg Investments
New Brunswick, Canada
$2.94M -$6.01K -65 -0.2%
CK
338
Cohen Klingenstein
New York
$2.91M
TCM
339
Teza Capital Management
Illinois
$2.9M +$1.01M +10,973 +60%
PNAA
340
Pictet North America Advisors
Switzerland
$2.89M +$2.69M +29,129 New
AUB
341
Atlantic Union Bankshares
Virginia
$2.89M +$200K +2,160 +8%
RC
342
Roundview Capital
New Jersey
$2.85M +$2.66M +28,729 New
CAM
343
Close Asset Management
United Kingdom
$2.84M -$48.2K -522 -2%
QCM
344
Quantinno Capital Management
New York
$2.81M +$249K +2,689 +10%
BBHC
345
Brown Brothers Harriman & Co
New York
$2.81M +$57.9K +626 +2%
LI
346
LRI Investments
Florida
$2.81M +$2.61M +28,276 New
CNBT
347
Canandaigua National Bank & Trust
New York
$2.77M +$14.4K +156 +0.6%
Capital Fund Management (CFM)
348
Capital Fund Management (CFM)
France
$2.76M +$2.57M +27,770 New
EWM
349
Evercore Wealth Management
New York
$2.75M -$52.2K -565 -2%
Baird Financial Group
350
Baird Financial Group
Wisconsin
$2.75M -$541K -5,857 -17%

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.