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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
HGERS
1101
Householder Group Estate & Retirement Specialist
Arizona
$10.6K
TCG
1102
Transcendent Capital Group
Oklahoma
$10.5K +$9.8K +106 New
PWMG
1103
Private Wealth Management Group
New Jersey
$10.4K
GI
1104
Gradient Investments
Minnesota
$10.3K -$23.9K -259 -71%
1832 Asset Management
1105
1832 Asset Management
Ontario, Canada
$10.3K
DF
1106
DecisionPoint Financial
Arizona
$10.1K
FGAM
1107
Financial Gravity Asset Management
Texas
$10.1K -$12.3K -133 -55%
CFG
1108
CKW Financial Group
Hawaii
$10K -$27.7K -300 -75%
FPB
1109
First PREMIER Bank
South Dakota
$10K
FPFS
1110
First Personal Financial Services
North Carolina
$9.93K
APC
1111
Aspire Private Capital
North Carolina
$9.53K +$924 +10 +12%
RCM
1112
Raleigh Capital Management
North Carolina
$9.43K +$5.54K +60 +171%
Kayne Anderson Rudnick Investment Management
1113
Kayne Anderson Rudnick Investment Management
California
$9.33K
KWAG
1114
Kiely Wealth Advisory Group
North Carolina
$9.31K
BGAI
1115
Bruce G. Allen Investments
Colorado
$9.23K +$185 +2 +2%
LJHT
1116
Laurie J. Hall Trustee
$9K
TSWM
1117
Tyler-Stone Wealth Management
Ohio
$8.54K
FFA
1118
Frazier Financial Advisors
Ohio
$7.94K
RWPA
1119
Richard W. Paul & Associates
Michigan
$7.74K
AWM
1120
Abound Wealth Management
Tennessee
$7.68K
MAWCM
1121
Mine & Arao Wealth Creation & Management
California
$7.45K
OP
1122
ORG Partners
Indiana
$7.39K +$6.93K +75 New
MAM
1123
Meeder Asset Management
Ohio
$7.35K +$6.84K +74 New
BIM
1124
Breakwater Investment Management
Washington
$7.15K +$6.66K +72 New
VNA
1125
Valley National Advisers
Pennsylvania
$7K +$924 +10 +15%

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.