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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
Public Sector Pension Investment Board (PSP Investments)
301
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.52M -$517K -6,132 -13%
Bank of Nova Scotia
302
Bank of Nova Scotia
Ontario, Canada
$3.43M -$47.8M -567,892 -94%
SG Americas Securities
303
SG Americas Securities
New York
$3.35M +$2.53M +30,031 +393%
TRSOTSOK
304
Teachers Retirement System of the State of Kentucky
Kentucky
$3.34M -$122K -1,450 -4%
BCIM
305
British Columbia Investment Management
British Columbia, Canada
$3.31M
SLAM
306
Swiss Life Asset Management
$3.25M -$205K -2,438 -6%
NB
307
Norinchukin Bank
Japan
$3.22M +$834K +9,903 +38%
WB
308
WesBanco Bank
West Virginia
$3.13M -$196K -2,329 -6%
SMDAM
309
Sumitomo Mitsui DS Asset Management
Japan
$3.07M +$18.9K +224 +0.7%
BSC
310
Brown Shipley & Co
United Kingdom
$3.07M +$335K +3,978 +13%
Baird Financial Group
311
Baird Financial Group
Wisconsin
$3.05M -$83.2K -987 -3%
Mackenzie Financial
312
Mackenzie Financial
Ontario, Canada
$3.03M -$262K -3,105 -8%
EMPI
313
Elo Mutual Pension Insurance
Finland
$3.03M +$61.3K +728 +2%
Wealthfront Advisers
314
Wealthfront Advisers
California
$3.01M -$201K -2,380 -7%
SAM
315
Securian Asset Management
Minnesota
$2.99M -$49.3K -585 -2%
ISL
316
Ingalls & Snyder LLC
New York
$2.99M -$96.5K -1,145 -3%
KRS
317
Kentucky Retirement Systems
Kentucky
$2.96M +$36K +427 +1%
Cambridge Investment Research Advisors
318
Cambridge Investment Research Advisors
Iowa
$2.93M +$62.9K +747 +2%
Daiwa Securities Group
319
Daiwa Securities Group
Japan
$2.88M +$45K +534 +2%
TAM
320
Tocqueville Asset Management
New York
$2.86M
Jane Street
321
Jane Street
New York
$2.84M +$1.46M +17,313 +118%
Pacer Advisors
322
Pacer Advisors
Pennsylvania
$2.81M -$236K -2,800 -8%
SSB
323
Sandy Spring Bank
Maryland
$2.81M -$118K -1,399 -4%
AI
324
AdvisorShares Investments
Maryland
$2.81M +$652K +7,744 +32%
MSRPS
325
Maryland State Retirement & Pension System
Maryland
$2.81M -$119K -1,414 -4%