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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
BHIA
501
Birch Hill Investment Advisors
Massachusetts
$972K -$2.4K -26 -0.3%
OC
502
Oppenheimer & Co
New York
$968K -$39.9K -432 -4%
BFG
503
Bleakley Financial Group
New Jersey
$965K +$10.8K +117 +1%
SW
504
Simplicity Wealth
New Jersey
$964K +$898K +9,711 New
AWS
505
Atria Wealth Solutions
New York
$959K +$199K +2,151 +29%
OIA
506
OneDigital Investment Advisors
Kansas
$957K +$53.1K +574 +6%
JFG
507
Jefferies Financial Group
New York
$957K -$7.1M -76,795 -89%
CCG
508
Cypress Capital Group
Florida
$951K -$16.8K -182 -2%
GAAM
509
Guinness Atkinson Asset Management
California
$948K
IAS
510
IMA Advisory Services
Colorado
$946K -$26.7K -289 -3%
HAG
511
HighPoint Advisor Group
Illinois
$945K +$11.4K +123 +1%
SIC
512
Salem Investment Counselors
North Carolina
$939K -$15.2K -164 -2%
FI
513
Fractal Investments
Connecticut
$933K
FNBT
514
FineMark National Bank & Trust
Florida
$919K
MWM
515
Modera Wealth Management
New Jersey
$915K -$11.9K -129 -1%
PA
516
Parallel Advisors
California
$913K +$19.5K +211 +2%
SCA
517
Snowden Capital Advisors
New York
$909K +$86.5K +936 +11%
SAM
518
Shell Asset Management
Netherlands
$908K -$735K -7,951 -46%
NA
519
NewEdge Advisors
Louisiana
$908K +$232K +2,514 +38%
HP
520
Holowesko Partners
Bahamas
$893K
DAS
521
Diversify Advisory Services
Utah
$893K +$838K +9,064 New
CFG
522
Cooper Financial Group
California
$880K +$61.5K +665 +8%
HFBOT
523
Home Federal Bank of Tennessee
Tennessee
$878K +$2.31K +25 +0.3%
KPWS
524
Kestra Private Wealth Services
Texas
$877K -$37.8K -409 -4%
GT
525
Glenview Trust
Kentucky
$857K -$5.45K -59 -0.7%

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.