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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
SSB
351
Sandy Spring Bank
Maryland
$2.72M -$230K -2,492 -8%
JPMIA
352
J.P. Marvel Investment Advisors
Massachusetts
$2.69M +$510K +5,518 +26%
JC
353
JB Capital
Connecticut
$2.61M -$24.3K -263 -1%
HIMCH
354
Hartford Investment Management Co (HIMCO)
Connecticut
$2.59M -$133K -1,439 -5%
TI
355
Tidal Investments
Wisconsin
$2.51M +$772K +8,356 +49%
TRCT
356
Tower Research Capital (TRC)
New York
$2.5M -$3.49M -37,718 -60%
GAG
357
Goodman Advisory Group
Massachusetts
$2.5M -$91.9K -994 -4%
A
358
AlphaQuest
New York
$2.49M +$463K +5,013 +25%
SAM
359
Silvercrest Asset Management
New York
$2.49M +$49.6K +537 +2%
LIP
360
Liontrust Investment Partners
United Kingdom
$2.48M -$73.1K -791 -3%
HIMC
361
Heritage Investors Management Corp
Maryland
$2.47M -$10.6K -115 -0.5%
Wealth Enhancement Advisory Services
362
Wealth Enhancement Advisory Services
Minnesota
$2.44M -$295K -3,192 -11%
LCM
363
Liberty Capital Management
Michigan
$2.44M +$19.3K +209 +0.9%
SAM
364
Securian Asset Management
Minnesota
$2.37M -$188K -2,033 -8%
LIM
365
Letson Investment Management
Georgia
$2.35M +$48.8K +528 +2%
LSERS
366
Louisiana State Employees Retirement System
Louisiana
$2.34M -$102K -1,100 -4%
MUAMU
367
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$2.33M -$185K -2,000 -8%
YIA
368
YHB Investment Advisors
Connecticut
$2.32M +$144K +1,560 +7%
FC
369
FORA Capital
Florida
$2.32M -$367K -3,974 -15%
LOAME
370
Lombard Odier Asset Management (Europe)
United Kingdom
$2.3M +$161K +1,737 +8%
TCPG
371
Trivant Custom Portfolio Group
California
$2.29M +$2.13M +23,043 New
AAS
372
Avantax Advisory Services
Texas
$2.29M
PAG
373
Private Advisor Group
New Jersey
$2.28M -$444K -4,808 -17%
Envestnet Portfolio Solutions
374
Envestnet Portfolio Solutions
Illinois
$2.27M +$379K +4,104 +22%
PIM
375
Plato Investment Management
Australia
$2.26M +$2.01M +21,772 +2,238%

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.