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
CMA
1076
Cedar Mountain Advisors
Oregon
$17.1K
WOC
1077
West Oak Capital
California
$17K
MA
1078
MCF Advisors
Kentucky
$17K
TLA
1079
Tanglewood Legacy Advisors
Texas
$16.6K
CYG
1080
Clean Yield Group
Vermont
$16.3K
VCM
1081
Versant Capital Management
Arizona
$16.3K
RA
1082
Rise Advisors
New York
$16.1K +$14.3K +155 +2,214%
SIS
1083
Sound Income Strategies
Florida
$16.1K -$277 -3 -2%
GKIM
1084
GW&K Investment Management
Massachusetts
$16K -$92 -1 -0.6%
TFGT
1085
TS Financial Group (TSFG)
Illinois
$16K
WIA
1086
Wetzel Investment Advisors
Indiana
$15.7K +$185 +2 +1%
AFS
1087
Annapolis Financial Services
Maryland
$14.9K
EDRH
1088
Edmond de Rothschild Holding
Switzerland
$14.9K
FWA
1089
FSC Wealth Advisors
New York
$14.3K
FMP
1090
Financial Management Professionals
Texas
$14K +$1.29K +14 +11%
CAC
1091
Core Alternative Capital
Georgia
$13.8K -$12.6K -136 -49%
CFD
1092
Creative Financial Designs
Indiana
$13.5K -$2.77K -30 -18%
NCTC
1093
New Covenant Trust Company
Indiana
$13.2K +$12.3K +133 New
TIM
1094
Tortoise Investment Management
New York
$12.4K
PP
1095
PrairieView Partners
Minnesota
$12K
MCM
1096
MidAtlantic Capital Management
Virginia
$11.9K
SN
1097
Sittner & Nelson
Oregon
$11.7K
RP
1098
Raelipskie Partnership
Ontario, Canada
$11.3K
CFS
1099
CGC Financial Services
Oregon
$10.9K
S
1100
Sachetta
Massachusetts
$10.8K