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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
AEPWM
926
Atlantic Edge Private Wealth Management
Florida
$117K
LS
927
Livforsakringsbolaget Skandia
Sweden
$117K
BSB
928
Bangor Savings Bank
Maine
$117K -$30K -325 -22%
ECM
929
Estabrook Capital Management
New York
$114K -$11.1K -120 -9%
HBW
930
Hazlett, Burt & Watson
West Virginia
$112K +$92 +1 +0.1%
GWM
931
Geneos Wealth Management
Colorado
$112K +$1.66K +18 +2%
FFA
932
Farther Finance Advisors
California
$109K -$84.3K -912 -45%
C
933
Covestor
United Kingdom
$108K +$7.39K +80 +8%
UIA
934
Ulland Investment Advisors
Minnesota
$106K
KIG
935
Kessler Investment Group
Indiana
$105K -$10.4K -112 -10%
CSB
936
City State Bank
Iowa
$104K -$3.14K -34 -3%
CTWM
937
Cherry Tree Wealth Management
Minnesota
$102K
GWP
938
Gen-Wealth Partners
Michigan
$102K +$94.7K +1,025 New
CT
939
Clearstead Trust
Maine
$101K +$12.5K +135 +15%
FCA
940
FinTrust Capital Advisors
South Carolina
$99.1K +$1.85K +20 +2%
SWM
941
Spire Wealth Management
Virginia
$98.5K +$5.54K +60 +6%
SWS
942
SYSTM Wealth Solutions
Illinois
$98K -$84.2K -911 -48%
EBA
943
Eagle Bay Advisors
New York
$96.3K +$3.23K +35 +4%
MCM
944
MV Capital Management
Maryland
$95.6K -$3.14K -34 -3%
PFBT
945
Parkside Financial Bank & Trust
Missouri
$94.8K +$1.11K +12 +1%
CCMI
946
Creative Capital Management Investments
California
$94K
HDIM
947
Hanson & Doremus Investment Management
Vermont
$94K
Jones Financial Companies
948
Jones Financial Companies
Missouri
$93.5K +$78.5K +849 +913%
JWA
949
JFS Wealth Advisors
Pennsylvania
$92.7K +$5.18K +56 +6%
CFO
950
CVA Family Office
Colorado
$92K +$462 +5 +0.5%

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.