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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
MSWM
1126
Mowery & Schoenfeld Wealth Management
Illinois
$6.95K
PWA
1127
Provenance Wealth Advisors
Florida
$6.95K
PK
1128
Pflug Koory
Nebraska
$6.86K
TIM
1129
Thompson Investment Management
Wisconsin
$6.65K
MSG
1130
Main Street Group
Virginia
$6.41K
CAM
1131
Creekmur Asset Management
Illinois
$6.29K
SL
1132
Salomon & Ludwin
Virginia
$6.25K -$1.66K -18 -22%
WWP
1133
WR Wealth Planners
Missouri
$6.25K +$5.82K +63 New
SR
1134
Syntax Research
Florida
$5.86K
CBT
1135
Central Bank & Trust
Kentucky
$5.76K +$5.36K +58 New
TVWM
1136
Tower View Wealth Management
Wisconsin
$5.73K
FWM
1137
FSA Wealth Management
Massachusetts
$5.69K
FFO
1138
Fortitude Family Office
Arizona
$5.46K
GJIA
1139
Glass Jacobson Investment Advisors
Maryland
$5.46K
GFL
1140
Granite FO LLC
New Hampshire
$5.32K
SS
1141
Sunbelt Securities
Texas
$5.16K
GJWM
1142
Gilliland Jeter Wealth Management
Arkansas
$5.16K +$4.81K +52 New
AW
1143
Avion Wealth
Texas
$5K
HIIFS
1144
Harel Insurance Investments & Financial Services
Israel
$5K
WIM
1145
Westside Investment Management
California
$4.96K -$9.24K -100 -67%
NFSG
1146
Newbridge Financial Services Group
Florida
$4.96K -$4.07K -44 -47%
LAM
1147
Lummis Asset Management
Texas
$4.96K
BL
1148
BFSG LLC
California
$4.96K +$4.62K +50 New
DMIC
1149
Dixon Mitchell Investment Counsel
British Columbia, Canada
$4.96K +$4.62K +50 New
PFSC
1150
Peoples Financial Services Corp
Pennsylvania
$4.96K