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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
CK
326
Cohen Klingenstein
New York
$2.79M
AAIS
327
ABN AMRO Investment Solutions
$2.78M +$399K +4,732 +18%
SMI
328
Shelter Mutual Insurance
Missouri
$2.78M
D.E. Shaw & Co
329
D.E. Shaw & Co
New York
$2.78M +$228K +2,703 +9%
MKC
330
M. Kraus & Co
Vermont
$2.76M -$172K -2,037 -6%
SCM
331
Seascape Capital Management
New Hampshire
$2.75M +$17.2K +204 +0.7%
DILIC
332
Dai-ichi Life Insurance Company
Japan
$2.7M
ANTB
333
AMG National Trust Bank
Colorado
$2.69M
Rafferty Asset Management
334
Rafferty Asset Management
New York
$2.66M +$237K +2,816 +10%
CCG
335
Cloverfields Capital Group
Minnesota
$2.62M +$952K +11,302 +62%
LIP
336
Lighthouse Investment Partners
Florida
$2.58M +$2.44M +29,000 New
HIMCH
337
Hartford Investment Management Co (HIMCO)
Connecticut
$2.58M -$506K -6,001 -17%
CAM
338
Close Asset Management
United Kingdom
$2.58M +$2.53K +30 +0.1%
ESCM
339
Echo Street Capital Management
New York
$2.51M +$1.83M +21,756 +340%
CNBT
340
Canandaigua National Bank & Trust
New York
$2.5M -$46.4K -551 -2%
BBHC
341
Brown Brothers Harriman & Co
New York
$2.49M -$179K -2,123 -7%
RT
342
Rockland Trust
Massachusetts
$2.48M -$472K -5,605 -17%
EWM
343
Evercore Wealth Management
New York
$2.46M -$10K -119 -0.4%
Bank Julius Baer & Co
344
Bank Julius Baer & Co
Switzerland
$2.44M -$7.92M -94,017 -77%
TF
345
TIAA FSB
Florida
$2.39M -$9.82M -116,540 -81%
WBC
346
Westpac Banking Corp
Australia
$2.38M -$4.1M -48,702 -65%
PAG
347
Private Advisor Group
New Jersey
$2.37M +$72K +855 +3%
TCM
348
Tufton Capital Management
Maryland
$2.35M -$183K -2,168 -8%
SAM
349
Silvercrest Asset Management
New York
$2.35M -$31.6K -375 -1%
JC
350
JB Capital
Connecticut
$2.32M +$95.9K +1,138 +5%