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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
BG
476
Bollard Group
Massachusetts
$1.11M +$2.13K +23 +0.2%
BCWM
477
Bartlett & Co Wealth Management
Ohio
$1.11M +$6.47K +70 +0.6%
Verition Fund Management
478
Verition Fund Management
Connecticut
$1.08M -$915K -9,896 -48%
LA
479
LBP AM
France
$1.08M -$102K -1,100 -9%
DA
480
Dash Acquisitions
California
$1.07M +$29.9K +323 +3%
NIM
481
NEOS Investment Management
Connecticut
$1.06M +$344K +3,717 +54%
WI
482
WBI Investments
New Jersey
$1.06M +$770K +8,331 +360%
AC
483
Abbrea Capital
California
$1.06M -$9.24K -100 -0.9%
LI
484
Lafayette Investments
Maryland
$1.05M +$178K +1,931 +22%
FTDI
485
First Trust Direct Indexing
Massachusetts
$1.05M +$131K +1,422 +16%
GAM
486
Groupama Asset Management
France
$1.03M -$596K -6,452 -55%
BIM
487
Bridges Investment Management
Nebraska
$1.03M +$116K +1,250 +14%
BC
488
Burney Company
Virginia
$1.03M -$50.6K -548 -5%
MCM
489
Monarch Capital Management
Indiana
$1.02M -$16.4K -177 -2%
EAM
490
Eventide Asset Management
Massachusetts
$1.01M +$942K +10,189 New
CWM
491
Compass Wealth Management
Connecticut
$1M -$25.4K -275 -3%
BHCM
492
Brevan Howard Capital Management
Jersey
$997K +$928K +10,042 New
PAM
493
Panagora Asset Management
Massachusetts
$993K -$18.6K -201 -2%
CIC
494
Canal Insurance Company
South Carolina
$993K
JIC
495
Johnson Investment Counsel
Ohio
$987K +$56.5K +611 +7%
GT
496
Greenleaf Trust
Michigan
$981K +$38.4K +415 +4%
SM
497
Sciencast Management
New Jersey
$980K +$913K +9,876 New
FMB
498
Field & Main Bank
Kentucky
$974K -$2.5K -27 -0.3%
MFG
499
Merit Financial Group
Georgia
$973K +$35K +379 +4%
TCOT
500
Trust Company of Toledo
Ohio
$973K -$20K -216 -2%

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.