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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
JFG
401
Jefferies Financial Group
New York
$1.45M -$608K -7,218 -31%
ZIG
402
Zurich Insurance Group
Switzerland
$1.43M
TRCT
403
Tower Research Capital (TRC)
New York
$1.43M +$185K +2,192 +16%
SIRP
404
Shelter Insurance Retirement Plan
Missouri
$1.42M
FWCM
405
Ferguson Wellman Capital Management
Oregon
$1.4M -$52.7K -626 -4%
Northwestern Mutual Wealth Management
406
Northwestern Mutual Wealth Management
Wisconsin
$1.39M +$34.7K +412 +3%
PP
407
Prudential plc
United Kingdom
$1.35M -$1.18K -14 -0.1%
TSWM
408
Triangle Securities Wealth Management
North Carolina
$1.34M -$53.5K -635 -4%
SF
409
Synovus Financial
Georgia
$1.34M -$38.4K -456 -3%
AMCA
410
Arthur M. Cohen & Associates
Illinois
$1.34M
PAS
411
Park Avenue Securities
New York
$1.33M +$274K +3,257 +28%
KRSITF
412
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.32M +$6.23K +74 +0.5%
WT
413
Whittier Trust
California
$1.3M -$2.61K -31 -0.2%
GC
414
Guggenheim Capital
Illinois
$1.28M -$1.66M -19,723 -58%
HFM
415
Hartford Financial Management
Connecticut
$1.28M -$516K -6,129 -30%
William Blair & Company
416
William Blair & Company
Illinois
$1.27M +$242K +2,867 +25%
WC
417
Woodstock Corp
Massachusetts
$1.25M -$24.9K -296 -2%
PCM
418
Parsons Capital Management
Rhode Island
$1.25M -$111K -1,320 -9%
MHS
419
M Holdings Securities
Oregon
$1.24M -$1.28M -15,175 -52%
GIM
420
Goelzer Investment Management
Indiana
$1.23M
API
421
Advisor Partners II
California
$1.23M +$47.4K +563 +4%
MUAMU
422
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$1.2M -$674K -8,000 -37%
CG
423
Colony Group
Massachusetts
$1.18M -$110K -1,304 -9%
Carson Wealth (CWM LLC)
424
Carson Wealth (CWM LLC)
Nebraska
$1.17M -$31.9K -379 -3%
NMIMC
425
Northwestern Mutual Investment Management Company
Wisconsin
$1.16M -$421 -5 -0%