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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
HI
1151
Hoey Investments
Pennsylvania
$4.57K
TFA
1152
Toth Financial Advisory
Virginia
$4.47K
ME
1153
McIlrath & Eck
Washington
$4.47K
SWA
1154
SOA Wealth Advisors
New York
$3.97K
FGA
1155
Fortis Group Advisors
New Jersey
$3.77K -$3.51K -38 -50%
CWM
1156
Cranbrook Wealth Management
Michigan
$3.67K
DF
1157
Dunhill Financial
United Kingdom
$3.2K +$462 +5 +19%
AssetMark Inc
1158
AssetMark Inc
California
$3.08K -$29.5K -319 -91%
DFA
1159
DHJJ Financial Advisors
Illinois
$2.88K
GWSG
1160
GPS Wealth Strategies Group
Colorado
$2.78K
FFL
1161
Financial Freedom LLC
Ohio
$2.73K
MFT
1162
Moisand Fitzgerald Tamayo
Florida
$2.68K
PP
1163
PFS Partners
New Jersey
$2.6K
ECM
1164
Everence Capital Management
Indiana
$2.52K
PCFFS
1165
Pacific Center for Financial Services
California
$2.48K
DPW
1166
DiNuzzo Private Wealth
Pennsylvania
$2.38K -$92 -1 -4%
CPA
1167
Clear Point Advisors
New York
$2.38K
TCM
1168
TD Capital Management
Tennessee
$2.38K +$370 +4 +20%
TLCM
1169
Twin Lakes Capital Management
California
$2.29K
NCM
1170
Northwest Capital Management
Oregon
$2.28K
AP
1171
Aspect Partners
Virginia
$2.28K +$277 +3 +15%
OAJ
1172
Ogorek Anthony Joseph
New York
$2K
SSG
1173
Summit Securities Group
New York
$2K +$1.76K +19 +1,900%
RWA
1174
Redmont Wealth Advisors
Illinois
$1.89K +$1.76K +19 New
SRCM
1175
Signature Resources Capital Management
California
$1.88K