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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
NMERB
376
New Mexico Educational Retirement Board
New Mexico
$1.79M +$67.4K +800 +4%
SPIA
377
Steward Partners Investment Advisory
New York
$1.79M -$2.95K -35 -0.2%
V
378
Veritable
Delaware
$1.73M +$27.4K +325 +2%
WTC
379
WhitTier Trust Company
Nevada
$1.72M -$22.9K -272 -1%
Acadian Asset Management
380
Acadian Asset Management
Massachusetts
$1.67M +$1.33M +15,828 +531%
Two Sigma Investments
381
Two Sigma Investments
New York
$1.66M -$4.58M -54,317 -74%
SAI
382
Systematic Alpha Investments
New Jersey
$1.66M
MLICM
383
Metropolitan Life Insurance Company (MetLife)
New York
$1.6M -$46K -546 -3%
EOJOAM
384
E. Ohman J:or Asset Management
Sweden
$1.6M
CAM
385
Cresset Asset Management
Illinois
$1.59M +$918K +10,898 +156%
TI
386
Tidal Investments
Wisconsin
$1.58M +$680K +8,076 +84%
DP
387
Dearborn Partners
Illinois
$1.58M
ZIM
388
Zacks Investment Management
Illinois
$1.57M +$1.49M +17,678 New
Thrivent Financial for Lutherans
389
Thrivent Financial for Lutherans
Minnesota
$1.57M -$18.1K -215 -1%
Holocene Advisors
390
Holocene Advisors
New York
$1.54M +$1.46M +17,305 New
EFS
391
Essex Financial Services
Connecticut
$1.54M +$162K +1,918 +12%
SAM
392
Selway Asset Management
$1.53M +$21.9K +260 +2%
Fifth Third Bancorp
393
Fifth Third Bancorp
Ohio
$1.52M +$15.4K +183 +1%
TCOV
394
Trust Company of Vermont
Vermont
$1.52M -$19.7K -234 -1%
KAS
395
Kestra Advisory Services
Texas
$1.52M +$35.1K +417 +3%
Rockefeller Capital Management
396
Rockefeller Capital Management
New York
$1.51M -$903K -10,722 -35%
AA
397
ALPS Advisors
Colorado
$1.51M -$38.8K -461 -3%
PRC
398
Pearl River Capital
Michigan
$1.5M +$876K +10,394 +161%
CCIA
399
Campbell & Co Investment Adviser
Maryland
$1.49M +$1.41M +16,763 New
PWM
400
Perigon Wealth Management
California
$1.49M +$336K +3,988 +31%