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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
GWS
1251
Glassman Wealth Services
Virginia
-$71.8K -803 Closed
DAC
1252
Dividend Assets Capital
South Carolina
-$69K -775 Closed
EC
1253
EntryPoint Capital
New York
-$40.4K -452 Closed
CG
1254
Cutler Group
California
-$35K -400 Closed
TCWA
1255
Turtle Creek Wealth Advisors
Texas
-$28.2K -315 Closed
PS
1256
Planned Solutions
California
-$16.6K -186 Closed
NFA
1257
Northwest Financial Advisors
Virginia
-$16.1K -180 Closed
FBC
1258
Fairfield, Bush & Co
Connecticut
-$15.3K -171 Closed
LFA
1259
Level Financial Advisors
New York
-$14.3K -160 Closed
TSW
1260
Thompson Siegel & Walmsley
Virginia
-$12K -139 Closed
MSWM
1261
McGlone Suttner Wealth Management
Wisconsin
-$11.9K -133 Closed
NA
1262
Nordwand Advisors
Pennsylvania
-$11.6K -130 Closed
GAMC
1263
Garner Asset Management Corp
Texas
-$10.8K -119 Closed
FWM
1264
Focused Wealth Management
New York
-$7.48K -84 Closed
TWM
1265
Tradition Wealth Management
Minnesota
-$7K -75 Closed
RL
1266
Rogco LP
Oklahoma
-$4.47K -50 Closed
CTB
1267
Country Trust Bank
Illinois
-$2.06K -23 Closed
IGWM
1268
ICA Group Wealth Management
Colorado
-$1.61K -18 Closed
AT
1269
Arlington Trust
Alabama
-$1.25K -14 Closed
GGI
1270
Godsey & Gibb Inc
Virginia
-$1.3K -14 Closed
TVAMP
1271
Tennessee Valley Asset Management Partners
Tennessee
-$1.07K -12 Closed
NMG
1272
New Millennium Group
Utah
-$805 -9 Closed
WWM
1273
Wolff Wiese Magana
California
-$716 -8 Closed
LFA
1274
Livelsberger Financial Advisory
Ohio
-$372 -4 Closed
AIMA
1275
Ables Iannone Moore & Associates
Georgia
-$179 -2 Closed