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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
KCM
276
Kanawha Capital Management
Virginia
$4.38M -$24K -285 -0.6%
CIP
277
Chartwell Investment Partners
Pennsylvania
$4.36M +$409K +4,859 +11%
CNB
278
Czech National Bank
Czech Republic
$4.35M +$2.53K +30 +0.1%
CAPTRUST Financial Advisors
279
CAPTRUST Financial Advisors
North Carolina
$4.34M +$168K +1,991 +4%
AAM
280
Aureus Asset Management
Massachusetts
$4.33M -$236K -2,797 -5%
CSIC
281
Clifford Swan Investment Counsel
California
$4.32M -$32.1K -381 -0.8%
CWM
282
CIBC World Markets
New York
$4.31M +$2.31M +27,467 +131%
WAC
283
William Allan Corp
Colorado
$4.29M +$1.02M +12,091 +33%
WAS
284
Wesleyan Assurance Society
United Kingdom
$4.28M
CCM
285
Cohen Capital Management
California
$4.22M
FT
286
Fiduciary Trust
Massachusetts
$4.19M -$134K -1,590 -3%
O
287
Ossiam
France
$4.11M -$396K -4,703 -9%
ECM
288
ExodusPoint Capital Management
New York
$4.09M -$18.4M -218,619 -83%
EP
289
Edgestream Partners
New Jersey
$3.96M +$3.75M +44,470 New
OIS
290
Okabena Investment Services
Minnesota
$3.9M -$871K -10,333 -19%
TG
291
TCW Group
California
$3.9M +$28.1K +334 +0.8%
CGH
292
Crossmark Global Holdings
Texas
$3.89M -$25.8K -306 -0.7%
VIM
293
Vinva Investment Management
Australia
$3.88M -$1.94M -22,998 -34%
RFC
294
Regions Financial Corp
Alabama
$3.85M -$229K -2,717 -6%
YIH
295
Y-Intercept (HK)
Hong Kong
$3.84M +$740K +8,783 +26%
FMII
296
Farmers & Merchants Investments Inc
Nebraska
$3.79M -$26.1K -310 -0.7%
GIBU
297
Gulf International Bank (UK)
United Kingdom
$3.72M -$1.1M -13,082 -24%
Mercer Global Advisors
298
Mercer Global Advisors
Colorado
$3.63M +$20.7K +246 +0.6%
IECM
299
Intrinsic Edge Capital Management
Illinois
$3.56M -$2.53M -30,000 -43%
CAM
300
Cacti Asset Management
Georgia
$3.56M