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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
NIM
826
Northeast Investment Management
Massachusetts
$248K
CCA
827
Cobblestone Capital Advisors
New York
$245K +$18.5K +200 +9%
HCM
828
Howland Capital Management
Massachusetts
$245K -$6.19K -67 -3%
GLA
829
Great Lakes Advisors
Illinois
$244K -$2.5K -27 -1%
WFAG
830
Wescott Financial Advisory Group
Pennsylvania
$244K +$185 +2 +0.1%
MWM
831
Mission Wealth Management
California
$244K +$14.1K +153 +7%
LI
832
LMCG Investments
Massachusetts
$244K -$50.5K -546 -18%
BJL
833
Brighton Jones LLC
Washington
$244K -$15.2K -164 -6%
DFCM
834
Dark Forest Capital Management
Puerto Rico
$243K -$228K -2,464 -50%
FTC
835
Farmers Trust Company
Ohio
$243K
GC
836
Gratus Capital
Georgia
$243K
DWT
837
Dorsey & Whitney Trust
South Dakota
$243K +$7.39K +80 +3%
CTA
838
Colonial Trust Advisors
South Carolina
$243K +$1.94K +21 +0.9%
PFS
839
Prospera Financial Services
Texas
$242K -$19.3K -209 -8%
TW
840
TritonPoint Wealth
Maryland
$242K +$10.4K +113 +4%
CSS
841
Cubist Systematic Strategies
Connecticut
$241K -$1.74M -18,870 -89%
MNG
842
Manning & Napier Group
New York
$240K
AA
843
Advisory Alpha
Michigan
$240K +$739 +8 +0.3%
MF
844
Montis Financial
Massachusetts
$239K -$6.01K -65 -3%
COCM
845
Charter Oak Capital Management
New Hampshire
$238K -$1.94K -21 -0.9%
CC
846
Callan Capital
California
$237K -$924 -10 -0.4%
Capstone Investment Advisors
847
Capstone Investment Advisors
New York
$237K +$221K +2,386 New
AO
848
Advisor OS
Illinois
$237K +$2.96K +32 +1%
AWM
849
Avior Wealth Management
Nebraska
$236K +$175K +1,894 +389%
CAG
850
Crestwood Advisors Group
Massachusetts
$236K +$12.6K +136 +6%

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.