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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
OPTFSNA
1051
Old Point Trust & Financial Services N A
Virginia
$24.8K
OCM
1052
Osterweis Capital Management
California
$24.8K
CWP
1053
Concord Wealth Partners
Virginia
$24.8K +$1.29K +14 +6%
AIC
1054
Archer Investment Corporation
Indiana
$24K -$1.94K -21 -8%
CPBTD
1055
Central Pacific Bank - Trust Division
Hawaii
$23.2K +$21.7K +235 New
WBC
1056
West Branch Capital
Massachusetts
$23K
NS
1057
NBC Securities
Alabama
$23K -$13.2K -143 -38%
BCPWM
1058
Bradley & Co Private Wealth Management
Florida
$22.8K
DIP
1059
DT Investment Partners
Pennsylvania
$22.5K
AAG
1060
Armstrong Advisory Group
Massachusetts
$22.1K
VWM
1061
Venturi Wealth Management
Texas
$22K +$6.29K +68 +44%
MFA
1062
McClarren Financial Advisors
Pennsylvania
$22K
TF
1063
Tompkins Financial
New York
$21.5K
B
1064
Birchbrook
Maine
$21K
GEA
1065
Glen Eagle Advisors
New Jersey
$20.7K
PAM
1066
Palisade Asset Management
Minnesota
$20.4K +$19K +206 New
SFCL
1067
Strengthening Families & Communities LLC
Massachusetts
$20K
BC
1068
Barrett & Company
Rhode Island
$19.9K
RAM
1069
Riggs Asset Management
Pennsylvania
$19.8K
RTL
1070
Red Tortoise LLC
Georgia
$19.7K
HCM
1071
Highlander Capital Management
New Jersey
$19.5K
HCP
1072
Hexagon Capital Partners
Arkansas
$19.1K -$5.18K -56 -23%
MHR
1073
Matthew Hamilton Rosenberg
$18.5K
FP
1074
Financial Perspectives
Minnesota
$17.9K
AF
1075
Advisornet Financial
Minnesota
$17.7K -$15K -162 -48%

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.