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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
ProShare Advisors
251
ProShare Advisors
Maryland
$6.04M +$37.7K +447 +0.7%
BCI
252
Brinker Capital Investments
Pennsylvania
$6M -$423K -5,016 -7%
OPS
253
Orion Portfolio Solutions
Nebraska
$6M -$423K -5,016 -7%
Citadel Advisors
254
Citadel Advisors
Florida
$5.96M -$196M -2,331,060 -97%
Public Employees Retirement Association of Colorado
255
Public Employees Retirement Association of Colorado
Colorado
$5.8M -$66.6K -790 -1%
Mirae Asset Global Investments
256
Mirae Asset Global Investments
South Korea
$5.75M -$454K -5,390 -8%
NYLIM
257
New York Life Investment Management
New York
$5.74M -$50K -594 -0.9%
GT
258
Glenmede Trust
Pennsylvania
$5.65M
MOACM
259
Mutual of America Capital Management
New York
$5.3M +$6.66K +79 +0.1%
MML Investors Services
260
MML Investors Services
Massachusetts
$5.28M +$1.23M +14,548 +33%
Mariner
261
Mariner
Kansas
$5.13M +$22.4K +266 +0.5%
Janney Montgomery Scott
262
Janney Montgomery Scott
Pennsylvania
$5.1M -$18.1K -215 -0.4%
DT
263
Diversified Trust
Tennessee
$5.1M +$183K +2,167 +4%
X
264
Xponance
Pennsylvania
$5.04M -$174K -2,065 -4%
SSWM
265
Sheets Smith Wealth Management
North Carolina
$5.01M
FGP
266
Foyston, Gordon, & Payne
Ontario, Canada
$4.97M -$63.9K -758 -1%
EI
267
Ethic Inc
New York
$4.93M +$280K +3,321 +6%
IIM
268
Ipswich Investment Management
Massachusetts
$4.91M +$29.5K +350 +0.6%
BCM
269
BTC Capital Management
Iowa
$4.87M -$131K -1,554 -3%
GWM
270
Graybill Wealth Management
Illinois
$4.79M +$81.4K +966 +2%
Vontobel Holding
271
Vontobel Holding
Switzerland
$4.46M -$71.9K -854 -2%
LA
272
Lifeworks Advisors
Michigan
$4.45M +$197K +2,339 +5%
ECU
273
Eisler Capital (US)
New York
$4.43M +$4.19M +49,760 New
SC
274
Scotia Capital
Ontario, Canada
$4.39M -$39.5K -469 -0.9%
EAM
275
Erste Asset Management
Austria
$4.38M +$342K +4,054 +9%