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
SIA
1226
Schechter Investment Advisors
Michigan
-$323K -3,607 Closed
FFN
1227
Focus Financial Network
Minnesota
-$312K -3,483 Closed
LRPA
1228
L. Roy Papp & Associates
Arizona
-$307K -3,431 Closed
SWM
1229
Scissortail Wealth Management
Oklahoma
-$288K -3,229 Closed
SNB
1230
Security National Bank
Nebraska
-$289K -3,226 Closed
FMLI
1231
Fukoku Mutual Life Insurance
Japan
-$285K -3,191 Closed
MWM
1232
Meridian Wealth Management
Kentucky
-$281K -3,146 Closed
FB
1233
Fulton Bank
Pennsylvania
-$274K -3,062 Closed
CRI
1234
Colonial River Investments
Virginia
-$253K -2,831 Closed
APP
1235
Avantax Planning Partners
Iowa
-$251K -2,809 Closed
TSS
1236
Two Sigma Securities
New York
-$255K -2,761 Closed
SWA
1237
Stratos Wealth Advisors
Ohio
-$242K -2,705 Closed
EAM
1238
Erste Asset Management
Austria
-$242K -2,701 Closed
CCM
1239
Cullen Capital Management
New York
-$237K -2,646 Closed
MYIA
1240
Mount Yale Investment Advisors
Colorado
-$228K -2,551 Closed
CA
1241
Cullinan Associates
Kentucky
-$228K -2,550 Closed
CWM
1242
Congress Wealth Management
Massachusetts
-$215K -2,407 Closed
HT
1243
Headlands Technologies
Illinois
-$209K -2,341 Closed
CFAM
1244
Center For Asset Management
Florida
-$209K -2,334 Closed
NPA
1245
Nichols & Pratt Advisers
Massachusetts
-$207K -2,315 Closed
MC
1246
Middleton & Co
Massachusetts
-$206K -2,300 Closed
SRL
1247
Scientech Research LLC
New Jersey
-$205K -2,288 Closed
PHK
1248
Point72 Hong Kong
Hong Kong
-$204K -2,275 Closed
BCV
1249
Banque Cantonale Vaudoise
Switzerland
-$197K -2,207 Closed
RIM
1250
Rockbridge Investment Management
New York
-$76.5K -855 Closed