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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
HF
351
HRT Financial
New York
$2.29M +$2.17M +25,756 New
LSERS
352
Louisiana State Employees Retirement System
Louisiana
$2.28M -$118K -1,400 -5%
OSAM
353
O'Shaughnessy Asset Management
Connecticut
$2.27M +$99.1K +1,176 +5%
VPIM
354
Vanguard Personalized Indexing Management
California
$2.27M +$107K +1,272 +5%
HIMC
355
Heritage Investors Management Corp
Maryland
$2.26M -$70.5K -837 -3%
LCM
356
Liberty Capital Management
Michigan
$2.2M +$10.1K +120 +0.5%
AAS
357
Avantax Advisory Services
Texas
$2.2M -$59.8K -710 -3%
MCM
358
Manchester Capital Management
Vermont
$2.06M +$1.78M +21,104 +1,020%
ECM
359
Everence Capital Management
Indiana
$2.02M
SAM
360
Shell Asset Management
Netherlands
$2.02M -$304K -3,607 -14%
Cerity Partners
361
Cerity Partners
New York
$1.99M -$74.6K -885 -4%
JPMIA
362
J.P. Marvel Investment Advisors
Massachusetts
$1.96M -$11.8K -140 -0.6%
YIA
363
YHB Investment Advisors
Connecticut
$1.96M +$64.8K +769 +4%
SC
364
Savant Capital
Illinois
$1.95M +$159K +1,886 +9%
BCM
365
Bayesian Capital Management
New York
$1.93M +$573K +6,800 +46%
MLL
366
Moody Lynn & Lieberson
Massachusetts
$1.93M -$30.1K -357 -2%
DGAM
367
Desjardins Global Asset Management
Quebec, Canada
$1.92M -$159K -1,883 -8%
AUB
368
Atlantic Union Bankshares
Virginia
$1.92M +$1.11M +13,170 +158%
TIMH
369
Tilt Investment Management Holdings
New York
$1.91M
LGF
370
LGT Group Foundation
Liechtenstein
$1.9M -$339K -4,029 -16%
BFM
371
Boston Financial Management
Massachusetts
$1.89M -$10.4K -123 -0.6%
PA
372
Pinnacle Associates
New York
$1.88M +$988K +11,726 +125%
CAN
373
Cetera Advisor Networks
California
$1.87M -$24.5K -291 -1%
HNB
374
Huntington National Bank
Ohio
$1.84M -$22.3K -265 -1%
CIBC World Market
375
CIBC World Market
Ontario, Canada
$1.81M +$133K +1,584 +8%