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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
APWM
851
Atlas Private Wealth Management
New York
$235K +$462 +5 +0.2%
ADL
852
Asset Dedication LLC
California
$235K +$92 +1 +0%
GG
853
Greenwood Gearhart
Arkansas
$233K -$2.59K -28 -1%
SL
854
Sentry LLC
Tennessee
$232K
EWA
855
EverSource Wealth Advisors
Alabama
$232K -$6.01K -65 -2%
CPA
856
Capital Planning Advisors
California
$231K +$1.11K +12 +0.5%
OIA
857
Optimum Investment Advisors
Illinois
$231K
ST
858
Sabal Trust
Florida
$229K
BPWM
859
Badgley Phelps Wealth Managers
Washington
$228K -$60.1K -650 -22%
WTA
860
Washington Trust Advisors
Massachusetts
$228K -$41.6K -450 -16%
ATC
861
Adirondack Trust Company
New York
$227K
NRD
862
Nebula Research & Development
New York
$225K -$594K -6,432 -74%
NGA
863
Naples Global Advisors
Florida
$225K
AA
864
AJ Advisors
Tennessee
$224K +$739 +8 +0.4%
BCA
865
Bay Colony Advisors
Massachusetts
$224K +$208K +2,252 New
HIC
866
Hartline Investment Corp
Illinois
$224K +$208K +2,252 New
PWPS
867
Pinnacle Wealth Planning Services
Ohio
$220K -$9.52K -103 -4%
TWP
868
Tyche Wealth Partners
Texas
$219K -$4.62K -50 -2%
PA
869
Procyon Advisors
Connecticut
$217K +$202K +2,189 New
DDC
870
DF Dent & Co
Maryland
$217K -$7.02K -76 -3%
NSIM
871
North Star Investment Management
Illinois
$217K +$54.7K +592 +37%
MCM
872
Manchester Capital Management
Vermont
$215K +$370 +4 +0.2%
IFWM
873
Institute for Wealth Management
Colorado
$215K -$15.9K -172 -7%
LIM
874
Leavell Investment Management
Alabama
$214K +$199K +2,157 New
PBC
875
Pavion Blue Capital
California
$214K +$199K +2,151 New

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.