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
PS
426
Pensionfund Sabic
Netherlands
$1.49M
William Blair & Company
427
William Blair & Company
Illinois
$1.48M -$22.9K -248 -2%
MLL
428
Moody Lynn & Lieberson
Massachusetts
$1.48M -$510K -5,519 -27%
UM
429
UniSuper Management
Australia
$1.47M +$1.02M +11,072 +295%
PAS
430
Park Avenue Securities
New York
$1.47M +$70.6K +764 +5%
TSWM
431
Triangle Securities Wealth Management
North Carolina
$1.47M -$6.01K -65 -0.4%
QI
432
Qtron Investments
Massachusetts
$1.46M +$320K +3,458 +31%
SF
433
Synovus Financial
Georgia
$1.45M -$2.13K -23 -0.2%
O
434
Ossiam
France
$1.43M -$691K -7,473 -34%
TI
435
Trexquant Investment
Connecticut
$1.42M -$15.5M -167,281 -92%
IC
436
IEQ Capital
California
$1.41M +$116K +1,258 +10%
NB
437
Norinchukin Bank
Japan
$1.41M -$29.5K -319 -2%
Bessemer Group
438
Bessemer Group
New Jersey
$1.39M -$36.2K -392 -3%
USAA
439
United Services Automobile Association
Texas
$1.37M
Two Sigma Investments
440
Two Sigma Investments
New York
$1.37M -$2.06M -22,259 -62%
WorldQuant Millennium Advisors
441
WorldQuant Millennium Advisors
New York
$1.37M -$4.43M -47,931 -78%
IGAM
442
iA Global Asset Management
Quebec, Canada
$1.36M +$318K +3,438 +33%
GIM
443
Goelzer Investment Management
Indiana
$1.35M -$5.08K -55 -0.4%
VHAM
444
Van Hulzen Asset Management
California
$1.34M
WT
445
Whittier Trust
California
$1.33M -$12.3K -133 -1%
KRSITF
446
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.33M -$111K -1,200 -8%
VF
447
Virtu Financial
New York
$1.32M +$190K +2,056 +18%
FWCM
448
Ferguson Wellman Capital Management
Oregon
$1.32M -$141K -1,524 -10%
PCM
449
Parsons Capital Management
Rhode Island
$1.31M -$20.1K -217 -2%
WC
450
Woodstock Corp
Massachusetts
$1.3M -$11.7K -127 -1%

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.