We are live on ! Find out more
OTIS icon

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
FMWA
401
Forvis Mazars Wealth Advisors
Missouri
$1.79M +$811K +8,779 +95%
EWM
402
Empirical Wealth Management
Washington
$1.78M +$251K +2,711 +18%
PP
403
Prudential plc
United Kingdom
$1.77M +$68.4K +740 +4%
DP
404
Dearborn Partners
Illinois
$1.75M -$2.87K -31 -0.2%
IRAG
405
Investment Research & Advisory Group
Georgia
$1.75M +$1.63M +17,649 New
BPA
406
Beacon Pointe Advisors
California
$1.72M +$39.6K +429 +3%
EGM
407
Engineers Gate Manager
New York
$1.71M +$275K +2,979 +21%
EFS
408
Essex Financial Services
Connecticut
$1.68M -$20.5K -222 -1%
NB
409
NBT Bank
New York
$1.68M -$37.9K -410 -2%
CANY
410
Caxton Associates (New York)
New York
$1.66M +$1.55M +16,728 New
EOJOAM
411
E. Ohman J:or Asset Management
Sweden
$1.66M +$102K +1,100 +7%
PWM
412
Perigon Wealth Management
California
$1.65M +$15.7K +170 +1%
MLICM
413
Metropolitan Life Insurance Company (MetLife)
New York
$1.62M -$28.1K -304 -2%
ANBT
414
American National Bank & Trust
Texas
$1.62M -$237K -2,562 -14%
DTL
415
Dynamic Technology Lab
Singapore
$1.61M -$1.16M -12,579 -44%
SFG
416
Snider Financial Group
Washington
$1.6M +$55.5K +600 +4%
Carson Wealth (CWM LLC)
417
Carson Wealth (CWM LLC)
Nebraska
$1.6M +$181K +1,955 +14%
TCM
418
Tufton Capital Management
Maryland
$1.59M -$311K -3,362 -17%
SIRP
419
Shelter Insurance Retirement Plan
Missouri
$1.59M
VIM
420
Vinva Investment Management
Australia
$1.56M +$274K +2,964 +23%
TCOV
421
Trust Company of Vermont
Vermont
$1.55M +$257K +2,786 +22%
SLAM
422
Swiss Life Asset Management
$1.51M -$5.45M -58,946 -80%
EF
423
Empirical Finance
Pennsylvania
$1.49M +$45.8K +495 +3%
AMCA
424
Arthur M. Cohen & Associates
Illinois
$1.49M
KJHP
425
K.J. Harrison & Partners
Ontario, Canada
$1.49M

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.