We are live on ! Find out more
OTIS icon

Otis Worldwide

1,234 hedge funds and large institutions have $26.6B invested in Otis Worldwide in 2026 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 388 increasing their positions, 478 reducing their positions, and 162 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% less funds holding

Funds holding: 1,3071,234 (-73)

12.02% less ownership

Funds ownership: 100.59%88.58% (-12%)

17% less funds holding in top 10

Funds holding in top 10: 1210 (-2)

19% less repeat investments, than reductions

Existing positions increased: 388 | Existing positions reduced: 478

31% less call options, than puts

Call options by funds: $49.5M | Put options by funds: $71.6M

32% less first-time investments, than exits

New positions opened: 110 | Existing positions closed: 162

62% less capital invested

Capital invested by funds: $69.5B → $26.6B (-$42.9B)

Holders
1,234
Holders Change
-73
Holders Change %
-5.59%
% of All Funds
15.19%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.12%
New
110
Increased
388
Reduced
478
Closed
162
Calls
$49.5M
Puts
$71.6M
Net Calls
-$22.1M
Net Calls Change
-$56.8M
Name Holding Trade Value Shares
Change
Change in
Stake
TG
626
TCW Group
California
$495K +$19K +217 +3%
MHIC
627
Marble Harbor Investment Counsel
Massachusetts
$494K -$53.5K -612 -9%
AOI
628
Auto-Owners Insurance
Michigan
$493K
CFMC
629
Curbstone Financial Management Corp
New Hampshire
$492K
MAS
630
Meeder Advisory Services
Ohio
$486K +$4.9K +56 +0.9%
SI
631
Stephens Inc
Arkansas
$486K +$95.1K +1,087 +21%
AFP
632
Ausdal Financial Partners
Iowa
$484K +$115K +1,310 +26%
PA
633
Parallel Advisors
California
$483K -$58.5K -669 -10%
TPCW
634
TD Private Client Wealth
New York
$483K -$80.3K -918 -13%
HT
635
Headlands Technologies
Illinois
$482K -$1.49M -17,036 -73%
WC
636
Westhampton Capital
North Carolina
$479K
TWC
637
TD Waterhouse Canada
Ontario, Canada
$479K +$118K +1,348 +28%
Balyasny Asset Management
638
Balyasny Asset Management
Illinois
$478K -$10.8M -123,152 -95%
PIM
639
Penobscot Investment Management
Massachusetts
$475K
WJWM
640
Williams Jones Wealth Management
New York
$475K -$30.6K -350 -5%
MIC
641
Means Investment Company
Maine
$474K
SIA
642
Soltis Investment Advisors
Utah
$473K -$22K -252 -4%
CTC
643
Central Trust Company
Missouri
$472K -$4.38K -50 -0.8%
GT
644
Glenview Trust
Kentucky
$464K -$58.1K -664 -10%
Dodge & Cox
645
Dodge & Cox
California
$463K -$875K -10,000 -62%
UB
646
UMB Bank
Missouri
$463K -$38.6K -441 -7%
PCM
647
Polymer Capital Management
New York
$462K -$1.98M -22,583 -79%
MM
648
Meridian Management
Arkansas
$462K -$612 -7 -0.1%
ACM
649
Allred Capital Management
Texas
$460K +$4.64K +53 +0.9%
DP
650
Dearborn Partners
Illinois
$452K