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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
Walleye Capital
451
Walleye Capital
New York
$1.3M +$1.21M +13,072 New
HFM
452
Hartford Funds Management
Pennsylvania
$1.29M +$148K +1,604 +14%
NSEDCP
453
NJ State Employees Deferred Compensation Plan
New Jersey
$1.29M
PTC
454
Private Trust Company
Ohio
$1.28M +$10.9K +118 +0.9%
MGP
455
Metis Global Partners
California
$1.28M -$34.9K -378 -3%
Vontobel Holding
456
Vontobel Holding
Switzerland
$1.28M -$46.4K -502 -4%
HFM
457
Hartford Financial Management
Connecticut
$1.28M -$38.8K -420 -3%
NMIMC
458
Northwestern Mutual Investment Management Company
Wisconsin
$1.28M -$8.23K -89 -0.7%
DC
459
Davenport & Co
Virginia
$1.25M +$4.44K +48 +0.4%
PS
460
Principal Securities
Iowa
$1.25M +$186K +2,011 +19%
LOAMS
461
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.24M +$223K +2,412 +24%
IIM
462
Ironwood Investment Management
Massachusetts
$1.24M +$31.3K +339 +3%
EI
463
Ellevest Inc
New York
$1.24M +$46K +498 +4%
ATC
464
Argent Trust Co
Tennessee
$1.21M +$190K +2,054 +20%
DADC
465
D.A. Davidson & Co
Montana
$1.19M +$24.2K +262 +2%
MC
466
Machina Capital
France
$1.18M -$176K -1,904 -14%
XT
467
XTX Topco
Cayman Islands
$1.17M +$1.09M +11,804 New
RPC
468
Rossmore Private Capital
Connecticut
$1.16M -$14.3K -155 -1%
AI
469
Atria Investments
North Carolina
$1.16M -$23.4K -253 -2%
PWP
470
Principle Wealth Partners
Connecticut
$1.16M -$1.57K -17 -0.1%
NRS
471
Neville Rodie & Shaw
New York
$1.15M
RJT
472
Raymond James Trust
Florida
$1.14M -$48K -519 -4%
SCTC
473
Sanibel Captiva Trust Company
Florida
$1.13M -$9.24K -100 -0.9%
VSQM
474
V-Square Quantitative Management
Illinois
$1.12M +$155K +1,673 +17%
RIM
475
Rakuten Investment Management
Japan
$1.12M +$917K +9,922 +747%

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.