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
BC
901
Broadwater Capital
Massachusetts
$181K
CHA
902
Carmichael Hill & Associates
Maryland
$179K -$4.62K -50 -3%
ST
903
Smithfield Trust
Pennsylvania
$179K
BWM
904
BKM Wealth Management
Wisconsin
$174K -$4.62K -50 -3%
CFGS
905
Concourse Financial Group Securities
Alabama
$169K -$7.58K -82 -5%
FFC
906
First Financial Corp
Indiana
$169K -$19.9K -215 -11%
DMBA
907
Deseret Mutual Benefit Administrators
Utah
$167K +$3.33K +36 +2%
HIA
908
Harbor Investment Advisory
Maryland
$164K -$7.39K -80 -5%
CNBTD
909
Citizens National Bank Trust Department
Mississippi
$161K
BONH
910
Bank of New Hampshire
New Hampshire
$155K
IA
911
IFP Advisors
Florida
$153K -$9.8K -106 -6%
FMTCOCP
912
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$149K -$3.05K -33 -2%
GM
913
GeoWealth Management
Illinois
$143K +$133K +1,444 New
AIM
914
Acropolis Investment Management
Missouri
$143K -$2.4K -26 -2%
GRP
915
Global Retirement Partners
California
$140K +$19.4K +210 +18%
CFM
916
Catalyst Funds Management
Australia
$139K +$129K +1,400 New
CSC
917
Caldwell Sutter Capital
California
$136K
QC
918
Quent Capital
New York
$135K +$8.96K +97 +8%
AWM
919
AllSquare Wealth Management
New York
$134K
CA
920
Crewe Advisors
Utah
$131K +$122K +1,319 New
FDCP
921
Foster Dykema Cabot & Partners
Massachusetts
$131K
SC
922
Steph & Co
Wisconsin
$125K
LCM
923
Logan Capital Management
Pennsylvania
$120K -$97K -1,050 -47%
AA
924
Alta Advisers
United Kingdom
$119K
FIM
925
Fernwood Investment Management
Massachusetts
$118K +$110K +1,185 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.