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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
HI
551
Horizon Investments
North Carolina
$719K -$6.47K -70 -1%
AAM
552
AR Asset Management
California
$715K
WAM
553
Werlinich Asset Management
Connecticut
$714K
HWM
554
HB Wealth Management
Georgia
$696K -$54.8K -593 -8%
CC
555
Chicago Capital
Illinois
$693K -$9.43K -102 -1%
EM
556
ELCO Management
New York
$689K
OAM
557
Ostrum Asset Management
France
$685K
IGGA
558
Iron Gate Global Advisors
Utah
$678K -$1.39K -15 -0.2%
CFMC
559
Curbstone Financial Management Corp
New Hampshire
$677K -$13.9K -150 -2%
Acadian Asset Management
560
Acadian Asset Management
Massachusetts
$673K +$479K +5,187 +322%
CSPIA
561
Cary Street Partners Investment Advisory
Virginia
$672K +$6.56K +71 +1%
CI Investments Inc
562
CI Investments Inc
Ontario, Canada
$669K +$85K +920 +16%
WA
563
Waterford Advisors
New York
$664K
LNC
564
Lincoln National Corp
Pennsylvania
$658K +$127K +1,371 +26%
PA
565
Profund Advisors
Maryland
$656K +$101K +1,088 +20%
IMCOOI
566
Investment Management Corp of Ontario (IMCO)
Canada
$656K -$277K -3,000 -31%
WC
567
Westhampton Capital
North Carolina
$654K
SB
568
Simmons Bank
Arkansas
$652K -$32.3K -349 -5%
FNFDCM
569
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$649K
SWP
570
Stratos Wealth Partners
Ohio
$647K -$20.2K -219 -3%
BRWA
571
B. Riley Wealth Advisors
Florida
$646K +$98.7K +1,068 +15%
NP
572
NorthRock Partners
Minnesota
$644K +$79.5K +860 +15%
JWCA
573
J.W. Cole Advisors
Florida
$640K +$130K +1,405 +28%
AOI
574
Auto-Owners Insurance
Michigan
$635K
IIA
575
ICW Investment Advisors
Arizona
$632K +$22K +238 +4%

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.