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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
GA
1176
GoalVest Advisory
New York
$1.79K +$1.66K +18 New
PCMC
1177
Planning Capital Management Corporation
Pennsylvania
$1.69K -$4.62K -50 -75%
VWA
1178
Valued Wealth Advisors
Utah
$1.69K
SWC
1179
Spectrum Wealth Counsel
Indiana
$1.59K +$1.48K +16 New
DWM
1180
Dogwood Wealth Management
Kansas
$1.53K
CCM
1181
Chilton Capital Management
Texas
$1.49K
TCA
1182
Trifecta Capital Advisors
Illinois
$1.49K
BWL
1183
Bogart Wealth LLC
Virginia
$1.39K -$4.71K -51 -78%
WPA
1184
West Paces Advisors
Georgia
$1.39K -$1.57K -17 -55%
ACA
1185
Atlas Capital Advisors
Wyoming
$1.39K -$125K -1,350 -99%
GWMI
1186
Guardian Wealth Management (Illinois)
Illinois
$1.25K
GPFA
1187
Game Plan Financial Advisors
Ohio
$1.19K
PWM
1188
Partnership Wealth Management
Maryland
$1.15K
GTAM
1189
Global Trust Asset Management
Florida
$1.09K
NL
1190
NVWM LLC
Pennsylvania
$993 +$924 +10 New
TWD
1191
True Wealth Design
Ohio
$894 -$2.22K -24 -73%
IHWM
1192
Iron Horse Wealth Management
Iowa
$893 +$832 +9 New
FG
1193
Fairman Group
Pennsylvania
$794
CAM
1194
ClariVest Asset Management
California
$599
JPWM
1195
Jamison Private Wealth Management
Georgia
$497 +$462 +5 New
DWA
1196
Delos Wealth Advisors
Texas
$199 -$277 -3 -60%
MIA
1197
MeadowBrook Investment Advisors
Michigan
$199
PA
1198
PSI Advisors
Florida
$199
TWP
1199
TFO Wealth Partners
Ohio
$199
CET
1200
Clean Energy Transition
United Kingdom
-$30.3M -339,075 Closed