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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
FCI
876
Financial Counselors Inc
Kansas
$212K +$197K +2,131 New
CCM
877
Coldstream Capital Management
Washington
$211K +$197K +2,128 New
BSI
878
Bennett Selby Investments
Maine
$211K +$196K +2,124 New
IAN
879
Integrated Advisors Network
Texas
$211K +$196K +2,121 New
RMCM
880
Reynders McVeigh Capital Management
Massachusetts
$210K -$24.1K -261 -11%
NAS
881
Nicolet Advisory Services
Wisconsin
$209K +$195K +2,112 New
WSC
882
Wellington Shields & Co
New York
$209K +$17.5K +189 +10%
HCM
883
Hall Capital Management
Rhode Island
$208K +$194K +2,100 New
SWM
884
SeaCrest Wealth Management
New York
$208K -$220K -2,377 -53%
FFP
885
FourThought Financial Partners
Florida
$208K +$194K +2,095 New
UFA
886
US Financial Advisors
Massachusetts
$208K +$194K +2,094 New
AF
887
Arrow Financial
New York
$208K -$1.57K -17 -0.8%
HTC
888
Haverford Trust Company
Pennsylvania
$206K +$192K +2,076 New
CI
889
Conning Inc
Connecticut
$204K +$190K +2,055 New
SOW
890
State of Wyoming
Wyoming
$203K -$36.4K -394 -16%
FPAS
891
Focus Partners Advisor Solutions
Missouri
$202K +$188K +2,037 New
CCA
892
Childress Capital Advisors
Texas
$201K +$187K +2,020 New
MFF
893
Mango Five Family
Nevada
$200K
SC
894
Savoie Capital
Illinois
$200K +$187K +2,019 New
NC
895
nVerses Capital
Florida
$199K +$185K +2,000 New
HI
896
Harbour Investments
Wisconsin
$194K +$32.4K +351 +22%
PCM
897
Penserra Capital Management
California
$191K -$166K -1,792 -48%
MPWT
898
MassMutual Private Wealth & Trust
Connecticut
$185K +$11.5K +124 +7%
GBT
899
Grove Bank & Trust
Florida
$183K
MG
900
Mather Group
Illinois
$182K +$188K +2,031 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.