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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
OSNBOA
976
Old Second National Bank of Aurora
Illinois
$69.5K
HRC
977
Hoertkorn Richard Charles
$67.7K
FCT
978
First Community Trust
Iowa
$67K
VL
979
Vima LLC
Michigan
$66.1K +$16.5K +178 +29%
APW
980
Acima Private Wealth
Virginia
$64.5K
BTI
981
Blue Trust Inc
Georgia
$62.5K -$82.3K -891 -59%
LB
982
Legacy Bridge
Iowa
$62K
CBT
983
CoreFirst Bank & Trust
Kansas
$61.8K -$924 -10 -2%
AGWCA
984
Annis Gardner Whiting Capital Advisors
Florida
$60.8K -$2.22K -24 -4%
JGIA
985
Jackson Grant Investment Advisers
Connecticut
$60.5K +$277 +3 +0.5%
CCMW
986
Cypress Capital Management (Wyoming)
Wyoming
$59.6K
MMG
987
Monetary Management Group
Missouri
$59.2K
RA
988
Ransom Advisory
Rhode Island
$58.2K +$54.2K +586 New
KFI
989
Key Financial Inc
Pennsylvania
$58.1K
RFA
990
Register Financial Advisors
Georgia
$57.6K +$53.6K +580 New
GCM
991
Gables Capital Management
Florida
$57.1K
WSCM
992
Wellington Shields Capital Management
New York
$56.2K
CLOS
993
Compagnie Lombard Odier SCmA
Switzerland
$55.6K -$459K -4,969 -90%
ETC
994
Exchange Traded Concepts
Oklahoma
$55.6K +$39.6K +429 +327%
JFA
995
JNBA Financial Advisors
Minnesota
$54.9K
MWM
996
Mascoma Wealth Management
New Hampshire
$54.6K -$4.62K -50 -8%
HNB
997
Hilltop National Bank
Wyoming
$52.9K +$49.3K +533 New
BCMLT
998
Beacon Capital Management LLC (Tennessee)
Tennessee
$51.2K -$3.88K -42 -8%
Optiver Holding
999
Optiver Holding
Netherlands
$50.2K +$46.8K +506 New
MTIC
1000
Missouri Trust & Investment Company
Missouri
$49.1K -$23.1K -250 -34%

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.