We are live on ! Find out more
OTIS icon

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
CCIA
776
Campbell & Co Investment Adviser
Maryland
$291K -$182K -1,965 -40%
WB
777
Webster Bank
Connecticut
$290K -$16.1K -174 -6%
SWMP
778
Signature Wealth Management Partners
New Jersey
$289K
SC
779
SouthState Corp
Florida
$289K -$30.8K -333 -10%
CW
780
CreativeOne Wealth
Kansas
$288K +$268K +2,904 New
Bank Julius Baer & Co
781
Bank Julius Baer & Co
Switzerland
$287K -$34.6K -374 -11%
AIM
782
Avity Investment Management
Connecticut
$286K
FFS
783
Founders Financial Securities
Maryland
$286K
CG
784
Caprock Group
Idaho
$286K -$167K -1,809 -39%
JMFC
785
J.M. Forbes & Co
Massachusetts
$284K -$11.3K -122 -4%
ZIC
786
ZWJ Investment Counsel
Georgia
$283K +$264K +2,854 New
AA
787
Ancora Advisors
Ohio
$282K +$92 +1 +0%
MMPW
788
Mitchell McLeod Pugh & Williams
Alabama
$279K -$4.07K -44 -2%
CGL
789
Clarius Group LLC
Washington
$278K -$29.2K -316 -10%
SIG
790
Sky Investment Group
Connecticut
$277K -$13.9K -150 -5%
ST
791
Spinnaker Trust
Maine
$275K -$22.2K -240 -8%
KOMWMG
792
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$274K
CT
793
Colonial Trust
South Carolina
$274K -$13.1K -142 -5%
GVAG
794
Great Valley Advisor Group
Delaware
$273K -$40.1K -434 -14%
ST
795
Sentinel Trust
Texas
$273K
ICG
796
InterOcean Capital Group
Tennessee
$271K -$1.48K -16 -0.6%
ESB
797
Essex Savings Bank
Connecticut
$268K
FCCM
798
First City Capital Management
Georgia
$268K -$127K -1,375 -34%
PPWP
799
Premier Path Wealth Partners
New Jersey
$268K +$3.6K +39 +1%
GI
800
GAMMA Investing
California
$268K +$58.1K +629 +30%

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.