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Otis Worldwide

1,188 hedge funds and large institutions have $36.6B invested in Otis Worldwide in 2024 Q3 according to their latest regulatory filings, with 95 funds opening new positions, 351 increasing their positions, 487 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,188
Holders Change
+8
Holders Change %
+0.68%
% of All Funds
17.18%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.12%
New
95
Increased
351
Reduced
487
Closed
73
Calls
$167M
Puts
$97.4M
Net Calls
+$70.1M
Net Calls Change
-$24.6M
Name Holding Trade Value Shares
Change
Shares
Change %
PP
401
Paloma Partners
Connecticut
$1.79M +$693K +6,672 +63%
Public Sector Pension Investment Board (PSP Investments)
402
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.76M -$18.9M -181,900 -91%
PWM
403
Perigon Wealth Management
California
$1.74M -$4.47K -43 -0.3%
NB
404
Norinchukin Bank
Japan
$1.72M +$230K +2,215 +15%
IRAG
405
Investment Research & Advisory Group
Georgia
$1.72M -$188K -1,808 -10%
IC
406
IEQ Capital
California
$1.71M +$121K +1,161 +8%
NIM
407
NEOS Investment Management
Connecticut
$1.71M +$167K +1,605 +11%
SCM
408
Sterling Capital Management
North Carolina
$1.67M +$1.67M +16,056 New
PS
409
Principal Securities
Iowa
$1.64M +$234K +2,248 +17%
TCM
410
Tufton Capital Management
Maryland
$1.63M -$13K -125 -0.8%
EOJOAM
411
E. Ohman J:or Asset Management
Sweden
$1.63M -$234K -2,250 -13%
ANBT
412
American National Bank & Trust
Texas
$1.63M -$29.1K -280 -2%
SIRP
413
Shelter Insurance Retirement Plan
Missouri
$1.62M
HWM
414
HB Wealth Management
Georgia
$1.61M +$523K +5,030 +48%
Lazard Asset Management
415
Lazard Asset Management
New York
$1.59M -$1.27M -12,268 -44%
RIM
416
Redwood Investment Management
Arizona
$1.57M +$61.9K +593 +4%
TCPG
417
Trivant Custom Portfolio Group
California
$1.56M -$824K -7,930 -35%
TIAA Trust, National Association
418
TIAA Trust, National Association
North Carolina
$1.55M -$14M -134,397 -90%
Bessemer Group
419
Bessemer Group
New Jersey
$1.55M -$16.3K -157 -1%
HFM
420
Hartford Funds Management
Pennsylvania
$1.54M +$34.3K +330 +2%
FMWA
421
Forvis Mazars Wealth Advisors
Missouri
$1.52M -$124K -1,194 -8%
SAI
422
Systematic Alpha Investments
New Jersey
$1.52M -$416K -4,000 -21%
PTC
423
Private Trust Company
Ohio
$1.51M +$154K +1,477 +11%
PAS
424
Park Avenue Securities
New York
$1.5M -$51.5K -496 -3%
TSWM
425
Triangle Securities Wealth Management
North Carolina
$1.5M -$30.4K -292 -2%