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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
FFWA
951
FRG Family Wealth Advisors
Washington
$90.7K +$92K +995 New
IBOK
952
Independence Bank of Kentucky
Kentucky
$89.4K
Walleye Trading
953
Walleye Trading
New York
$88.5K -$2.6M -28,125 -97%
EWM
954
Evermay Wealth Management
Virginia
$86.6K +$4.25K +46 +6%
PSB
955
Piscataqua Savings Bank
New Hampshire
$85.1K
LSA
956
Leonteq Securities AG
Switzerland
$83.9K -$5.08K -55 -6%
MSFP
957
Mark Sheptoff Financial Planning
Connecticut
$82.7K
JEST
958
JTC Employer Solutions Trustee
Jersey
$82K
BWP
959
Baldwin Wealth Partners
Massachusetts
$81.9K -$16.2K -175 -18%
CFFP
960
Center for Financial Planning
Michigan
$81.4K
RFG
961
RFP Financial Group
Georgia
$79.4K
MIM
962
Meridiem Investment Management
United Kingdom
$79.4K -$300K -3,245 -80%
QL
963
Quarry LP
New York
$79.1K +$12.4K +134 +20%
PPC
964
Park Place Capital
Alabama
$78K -$69.1K -748 -49%
CA
965
CoreCap Advisors
Michigan
$76.1K +$70.9K +767 New
FUBT
966
First United Bank & Trust
Maryland
$75.1K
PP
967
Pacifica Partners
Canada
$73.3K
CAL
968
Capital Analysts LLC
Pennsylvania
$73K +$462 +5 +0.7%
CSWM
969
Cassady Schiller Wealth Management
Ohio
$72.7K
CWC
970
Carolinas Wealth Consulting
North Carolina
$72.4K -$300K -3,241 -82%
JFGIW
971
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$72.4K -$153K -1,650 -69%
MRCM
972
M&R Capital Management
New Jersey
$71.8K -$4.62K -50 -6%
BAM
973
Bellevue Asset Management
Washington
$71.1K
PIS
974
POM Investment Strategies
North Carolina
$70.7K
OC
975
Oakmont Corp
California
$70K

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.