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
TC
1026
Truvestments Capital
Florida
$34.7K
SAM
1027
Smartleaf Asset Management
Massachusetts
$34.4K +$21.9K +237 +221%
PWMG
1028
Prestige Wealth Management Group
New Jersey
$34.2K -$3.79K -41 -11%
LTI
1029
Laffer Tengler Investments
Tennessee
$33.3K
NF
1030
Norwood Financial
Pennsylvania
$33.3K
AWM
1031
Atticus Wealth Management
Florida
$32.2K
OC
1032
Oakworth Capital
Alabama
$32.2K -$8.5K -92 -22%
DSC
1033
Duncker Streett & Co
Missouri
$31.8K -$4.62K -50 -14%
IFS
1034
Intelligent Financial Strategies
Minnesota
$31.4K
CCA
1035
Criterion Capital Advisors
Tennessee
$31.1K -$21.8K -236 -43%
HFS
1036
Hantz Financial Services
Michigan
$31K -$5.45K -59 -16%
LF
1037
LifeSteps Financial
California
$30.9K +$28.7K +311 New
CTC
1038
Cetera Trust Company
Minnesota
$29.8K
UCB
1039
United Community Bank
South Carolina
$29.8K
RG
1040
Retirement Group
California
$29K +$8.04K +87 +483%
NRG
1041
Nemes Rush Group
Michigan
$28.9K
ACA
1042
American Capital Advisory
Idaho
$28.4K
BFEC
1043
Benjamin F. Edwards & Company
Missouri
$27K
SIC
1044
SJS Investment Consulting
Ohio
$26.8K +$92 +1 +0.4%
KFS
1045
Kelly Financial Services
Massachusetts
$26.5K +$92 +1 +0.4%
CP
1046
Castleview Partners
Texas
$26.4K +$92 +1 +0.4%
CAM
1047
Costello Asset Management
Pennsylvania
$26K
FRA
1048
Front Row Advisors
California
$25.2K +$16.1K +174 +218%
AS
1049
Altshuler Shaham
Israel
$25.2K +$23.5K +254 New
PMFA
1050
Plante Moran Financial Advisors
Michigan
$24.9K +$6.93K +75 +43%

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.