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Otis Worldwide

1,118 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, 332 increasing their positions, 441 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,118
Holders Change
+24
Holders Change %
+2.19%
% 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
332
Reduced
441
Closed
65
Calls
$193M
Puts
$98.1M
Net Calls
+$95.2M
Net Calls Change
+$151M
Name Holding Trade Value Shares
Change
Shares
Change %
DC
426
Davenport & Co
Virginia
$1.15M -$129K -1,444 -10%
BHIA
427
Birch Hill Investment Advisors
Massachusetts
$1.14M -$62.4K -701 -5%
PTC
428
Private Trust Company
Ohio
$1.14M -$49.6K -557 -4%
LDB
429
Lee, Danner & Bass
Tennessee
$1.14M -$55.6K -625 -5%
GF
430
Gabelli Funds
New York
$1.14M -$191K -2,150 -14%
BAMF
431
BI Asset Management Fondsmaeglerselskab
Denmark
$1.14M +$253K +2,842 +29%
CA
432
Cetera Advisors
Colorado
$1.12M +$25.1K +282 +2%
NB
433
NBT Bank
New York
$1.12M -$112K -1,262 -9%
IIM
434
Ironwood Investment Management
Massachusetts
$1.11M -$64.6K -726 -5%
BPCA
435
Bank Pictet & Cie (Asia)
Singapore
$1.11M +$71.2K +800 +7%
MGP
436
Metis Global Partners
California
$1.1M -$253K -2,841 -19%
LA
437
LBP AM
France
$1.1M +$345K +3,877 +46%
Bessemer Group
438
Bessemer Group
New Jersey
$1.1M +$113K +1,267 +11%
BF
439
BOK Financial
Oklahoma
$1.08M -$65.6K -737 -6%
ST
440
Sabal Trust
Florida
$1.06M +$1.06M +11,951 New
RJT
441
Raymond James Trust
Florida
$1.06M -$47.8K -537 -4%
RPC
442
Rossmore Private Capital
Connecticut
$1.05M -$22.3K -250 -2%
BCWM
443
Bartlett & Co Wealth Management
Ohio
$1.05M -$27.9K -314 -3%
TCOT
444
Trust Company of Toledo
Ohio
$1.05M -$4.45K -50 -0.4%
BC
445
Bartlett & Co
Ohio
$1.05M -$27.9K -314 -3%
BC
446
Burney Company
Virginia
$1.04M -$40.7K -457 -4%
EWM
447
Empirical Wealth Management
Washington
$1.04M +$1.04M +11,689 New
MCM
448
Monarch Capital Management
Indiana
$1.03M -$173K -1,943 -14%
NRS
449
Neville Rodie & Shaw
New York
$1.03M
USAA
450
United Services Automobile Association
Texas
$1.03M +$1.03M +11,527 New