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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
FCAS
1001
First Command Advisory Services
Texas
$49.1K +$4.34K +47 +10%
RMC
1002
Resources Management Corp
Connecticut
$49K +$4.25K +46 +10%
CAL
1003
Capital Advisors Ltd
Ohio
$47K -$3.88K -42 -8%
ITIM
1004
Indiana Trust & Investment Management
Indiana
$43.7K
PB
1005
Pinnacle Bancorp
Nebraska
$43.4K -$7.21K -78 -15%
USB
1006
Union Savings Bank
Connecticut
$43.3K
CB
1007
CNB Bank
Pennsylvania
$42.6K
AAP
1008
Arax Advisory Partners
Colorado
$42.2K +$555 +6 +1%
TFIPS
1009
Towarzystwo Funduszy Inwestycyjnych PZU SA
$42.1K +$20.3K +220 +108%
M
1010
MOTCO
Texas
$41.3K +$4.62K +50 +14%
NIC
1011
Northwest Investment Counselors
Oregon
$40.2K +$37.4K +405 New
ACM
1012
Accent Capital Management
Ohio
$39.7K
CB
1013
Community Bank
New York
$39.7K
TFM
1014
TFC Financial Management
Massachusetts
$39.6K +$185 +2 +0.5%
SWM
1015
Sugarloaf Wealth Management
Georgia
$39.5K -$1.02K -11 -3%
CAM
1016
Chesapeake Asset Management
New York
$39.4K
CWM
1017
CarsonAllaria Wealth Management
Illinois
$39.2K
HFM
1018
Harvest Fund Management
China
$39K
PCWA
1019
Pacific Capital Wealth Advisors
California
$38.6K
OCM
1020
Orion Capital Management
California
$37.2K
JWM
1021
Janiczek Wealth Management
Colorado
$36.7K
CA
1022
Continuum Advisory
Idaho
$36.3K +$34.9K +378 New
CPG
1023
Cornerstone Planning Group
New Jersey
$35.4K -$9.15K -99 -20%
PAG
1024
Paladin Advisory Group
Iowa
$34.8K -$4.99K -54 -13%
BCA
1025
Bray Capital Advisors
Florida
$34.7K

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.