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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
NSEDCP
426
NJ State Employees Deferred Compensation Plan
New Jersey
$1.16M
EF
427
Empirical Finance
Pennsylvania
$1.16M +$122K +1,452 +13%
DC
428
Davenport & Co
Virginia
$1.15M -$122K -1,444 -10%
BHIA
429
Birch Hill Investment Advisors
Massachusetts
$1.14M -$59.1K -701 -5%
PTC
430
Private Trust Company
Ohio
$1.14M -$46.9K -557 -4%
LDB
431
Lee, Danner & Bass
Tennessee
$1.14M -$52.7K -625 -5%
GF
432
Gabelli Funds
New York
$1.14M -$181K -2,150 -14%
BAMF
433
BI Asset Management Fondsmaeglerselskab
Denmark
$1.14M +$239K +2,842 +29%
CA
434
Cetera Advisors
Colorado
$1.12M +$23.8K +282 +2%
NB
435
NBT Bank
New York
$1.12M -$106K -1,262 -9%
IIM
436
Ironwood Investment Management
Massachusetts
$1.11M -$61.2K -726 -5%
BPCA
437
Bank Pictet & Cie (Asia)
Singapore
$1.11M +$67.4K +800 +7%
MGP
438
Metis Global Partners
California
$1.1M -$239K -2,841 -19%
LA
439
LBP AM
France
$1.1M +$327K +3,877 +46%
Bessemer Group
440
Bessemer Group
New Jersey
$1.09M +$107K +1,267 +11%
BF
441
BOK Financial
Oklahoma
$1.08M -$62.1K -737 -6%
ST
442
Sabal Trust
Florida
$1.06M +$1.01M +11,951 New
RJT
443
Raymond James Trust
Florida
$1.06M -$45.2K -537 -4%
RPC
444
Rossmore Private Capital
Connecticut
$1.05M -$21.1K -250 -2%
BCWM
445
Bartlett & Co Wealth Management
Ohio
$1.05M -$26.5K -314 -3%
TCOT
446
Trust Company of Toledo
Ohio
$1.05M -$4.21K -50 -0.4%
BC
447
Bartlett & Co
Ohio
$1.04M -$26.5K -314 -3%
BC
448
Burney Company
Virginia
$1.04M -$38.5K -457 -4%
EWM
449
Empirical Wealth Management
Washington
$1.04M +$985K +11,689 New
MCM
450
Monarch Capital Management
Indiana
$1.03M -$164K -1,943 -14%