We are live on ! Find out more
OTIS icon

Otis Worldwide

1,123 hedge funds and large institutions have $31.9B invested in Otis Worldwide in 2023 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 333 increasing their positions, 445 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

97% more call options, than puts

Call options by funds: $193M | Put options by funds: $98.1M

46% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 65

2% more funds holding

Funds holding: 1,0991,123 (+24)

3% more capital invested

Capital invested by funds: $30.9B → $31.9B (+$1.02B)

10.61% less ownership

Funds ownership: 97.38%86.77% (-11%)

25% less repeat investments, than reductions

Existing positions increased: 333 | Existing positions reduced: 445

29% less funds holding in top 10

Funds holding in top 10: 1410 (-4)

Holders
1,123
Holders Change
+24
Holders Change %
+2.18%
% of All Funds
17.63%
Holding in Top 10
10
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-28.57%
% of All Funds
0.16%
New
95
Increased
333
Reduced
445
Closed
65
Calls
$193M
Puts
$98.1M
Net Calls
+$95.2M
Net Calls Change
+$151M
Name Holding Trade Value Shares
Change
Change in
Stake
MC
226
Mount Capital
United Kingdom
$7.26M -$1.6M -19,000 -19%
EAMA
227
EFG Asset Management (Americas)
Florida
$7.18M -$338K -4,016 -5%
ECI
228
EFG Capital International
Florida
$7.18M +$6.8M +80,682 New
II
229
IFM Investors
Australia
$7.13M +$482K +5,721 +8%
Walleye Capital
230
Walleye Capital
New York
$7.08M -$1.68M -19,978 -20%
LF
231
Longbow Finance
Switzerland
$7M -$3.45K -41 -0.1%
AMI
232
Amica Mutual Insurance
Rhode Island
$6.99M -$575K -6,825 -8%
OPERF
233
Oregon Public Employees Retirement Fund
Oregon
$6.88M +$3.8M +45,136 +140%
LC
234
Lincoln Capital
Nebraska
$6.83M -$2.19K -26 -0%
OPCM
235
Osborne Partners Capital Management
California
$6.81M -$98.7K -1,171 -2%
KeyBank National Association
236
KeyBank National Association
Ohio
$6.81M -$369K -4,383 -5%
AIMCA
237
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$6.74M +$4.05M +48,089 +174%
BFS
238
Bradley Foster & Sargent
Connecticut
$6.72M -$290K -3,440 -4%
AIM
239
Achmea Investment Management
Netherlands
$6.71M +$1.01M +12,003 +19%
DAM
240
Delta Asset Management
Tennessee
$6.49M +$199K +2,364 +3%
RJFSA
241
Raymond James Financial Services Advisors
Florida
$6.49M +$571K +6,778 +10%
Calamos Advisors
242
Calamos Advisors
Illinois
$6.48M
EGM
243
Engineers Gate Manager
New York
$6.47M +$5.53M +65,602 +928%
Truist Financial
244
Truist Financial
North Carolina
$6.47M -$624K -7,406 -9%
COPPSERS
245
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$6.42M +$147K +1,748 +2%
YCM
246
Yousif Capital Management
Michigan
$6.38M +$69.3K +822 +1%
URS
247
Utah Retirement Systems
Utah
$6.31M -$278K -3,300 -4%
PGFC
248
Peapack-Gladstone Financial Corp
New Jersey
$6.3M -$21.8K -259 -0.4%
IIM
249
INTECH Investment Management
Florida
$6.22M -$12.4M -146,863 -68%
TI
250
Trexquant Investment
Connecticut
$6.14M +$2M +23,691 +52%