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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
Dodge & Cox
376
Dodge & Cox
California
$2.21M -$463M -5,004,237 -100%
VVP
377
Venture Visionary Partners
Ohio
$2.2M +$1.55M +16,738 +309%
VA
378
Vident Advisory
Georgia
$2.13M -$11.1M -119,916 -85%
BFM
379
Boston Financial Management
Massachusetts
$2.11M
CAN
380
Cetera Advisor Networks
California
$2.09M +$31.5K +341 +2%
NMERB
381
New Mexico Educational Retirement Board
New Mexico
$2.05M -$83.2K -900 -4%
SPIA
382
Steward Partners Investment Advisory
New York
$2.03M +$185 +2 +0%
BPCA
383
Bank Pictet & Cie (Asia)
Singapore
$2.03M +$1.27M +13,694 +204%
First Eagle Investment Management
384
First Eagle Investment Management
New York
$1.99M +$1.18M +12,722 +174%
Teacher Retirement System of Texas
385
Teacher Retirement System of Texas
Texas
$1.99M -$2.93M -31,698 -61%
AA
386
ALPS Advisors
Colorado
$1.94M +$23.7K +256 +1%
Focus Partners Wealth
387
Focus Partners Wealth
Massachusetts
$1.93M +$401K +4,339 +29%
PA
388
Pinnacle Associates
New York
$1.93M -$65K -703 -3%
RT
389
Rockland Trust
Massachusetts
$1.92M -$183K -1,985 -9%
AFA
390
Abacus FCF Advisors
Florida
$1.92M +$1.79M +19,346 New
SAM
391
Selway Asset Management
$1.91M +$136K +1,475 +8%
HNB
392
Huntington National Bank
Ohio
$1.91M -$12.6K -136 -0.7%
SPA
393
Sherbrooke Park Advisers
New York
$1.89M +$1.26M +13,636 +250%
Fifth Third Bancorp
394
Fifth Third Bancorp
Ohio
$1.88M +$109K +1,178 +7%
KAS
395
Kestra Advisory Services
Texas
$1.85M -$16.3K -176 -0.9%
SAI
396
Systematic Alpha Investments
New Jersey
$1.85M
CA
397
Cetera Advisors
Colorado
$1.83M +$499K +5,395 +41%
SC
398
Savant Capital
Illinois
$1.83M +$48.5K +525 +3%
WTC
399
WhitTier Trust Company
Nevada
$1.82M +$25.7K +278 +2%
ZIG
400
Zurich Insurance Group
Switzerland
$1.81M +$1.68M +18,200 New

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.