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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
DB
126
Danske Bank
Denmark
$24.5M +$22.9M +247,281 New
Ensign Peak Advisors
127
Ensign Peak Advisors
Utah
$24.3M -$26.1M -282,494 -54%
ET
128
Equitable Trust
Tennessee
$24.3M -$200K -2,168 -0.9%
Toronto Dominion Bank
129
Toronto Dominion Bank
Ontario, Canada
$23.5M +$248K +2,688 +1%
Allspring Global Investments
130
Allspring Global Investments
North Carolina
$22.8M +$12.6M +136,324 +145%
Chevy Chase Trust
131
Chevy Chase Trust
Maryland
$22.4M -$373K -4,038 -2%
State of New Jersey Common Pension Fund D
132
State of New Jersey Common Pension Fund D
New Jersey
$22.1M
Swedbank
133
Swedbank
Sweden
$21.9M +$741K +8,020 +4%
US Bancorp
134
US Bancorp
Minnesota
$21.7M -$618K -6,688 -3%
DIA
135
Davidson Investment Advisors
Montana
$21.7M +$611K +6,615 +3%
FMI
136
Factory Mutual Insurance
Massachusetts
$21.6M
Natixis Advisors
137
Natixis Advisors
Massachusetts
$21.5M +$5.73M +62,034 +40%
Caisse de Depot et Placement du Quebec (CDPQ)
138
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$21.5M +$19.2M +207,662 +2,432%
BMSSC
139
B. Metzler seel. Sohn & Co
Germany
$21.2M +$193K +2,083 +1%
Corient Private Wealth
140
Corient Private Wealth
Florida
$21.1M +$336K +3,637 +2%
Handelsbanken Fonder
141
Handelsbanken Fonder
Sweden
$20.7M -$2.2M -23,799 -10%
SSA
142
Schonfeld Strategic Advisors
New York
$20.2M +$15.8M +171,465 +541%
DPAM
143
Degroof Petercam Asset Management
Belgium
$19.7M -$1.09M -11,800 -6%
Aberdeen Group
144
Aberdeen Group
United Kingdom
$19.7M +$51.9K +562 +0.3%
AQR Capital Management
145
AQR Capital Management
Connecticut
$19.2M +$3.37M +36,464 +23%
Public Sector Pension Investment Board (PSP Investments)
146
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$19.1M +$16.9M +183,200 +1,946%
VLKIM
147
Van Lanschot Kempen Investment Management
Netherlands
$18.8M
RJA
148
Raymond James & Associates
Florida
$18.7M -$931K -10,068 -5%
BS
149
Banco Santander
Spain
$18.5M +$1.37M +14,815 +9%
IMRF
150
Illinois Municipal Retirement Fund
Illinois
$18.4M

OTIS Hedge Fund Activity: Q1 2024 in Review

1,200 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Otis Worldwide (OTIS) for Q1 2024, worth a combined $34.8B — up 5.2% from $33B a quarter earlier.

Buyers outnumbered sellers: 102 funds opened new OTIS positions and 76 closed out — a net gain of 26 holders — while 384 added to existing stakes and 445 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $267M. The largest seller was Morgan Stanley, cutting an estimated $1.16B.

  • 1,200 institutional investors held Otis Worldwide (OTIS) as of Q1 2024, up from 1,189 in Q4 2023.
  • Funds reported $34.8B of Otis Worldwide stock for Q1 2024, up 5.2% quarter-over-quarter.
  • 102 funds opened new Otis Worldwide positions in Q1 2024 and 76 closed out, a net change of +26 holders.
  • The largest Otis Worldwide buyer in Q1 2024 was JP Morgan Chase, an estimated $267M added.
  • The largest Otis Worldwide seller in Q1 2024 was Morgan Stanley, an estimated $1.16B sold.

Based on aggregated 13F filings for Q1 2024.