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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
NRS
451
Neville Rodie & Shaw
New York
$1.03M
USAA
452
United Services Automobile Association
Texas
$1.03M +$971K +11,527 New
VHAM
453
Van Hulzen Asset Management
California
$1.02M
Assenagon Asset Management
454
Assenagon Asset Management
Luxembourg
$1.01M -$23.1M -274,416 -96%
IGAM
455
iA Global Asset Management
Quebec, Canada
$1.01M +$954K +11,327 New
BG
456
Bollard Group
Massachusetts
$991K +$4.3K +51 +0.5%
IAS
457
IMA Advisory Services
Colorado
$991K +$13.1K +156 +1%
CWM
458
Compass Wealth Management
Connecticut
$986K -$3.12K -37 -0.3%
OIA
459
OneDigital Investment Advisors
Kansas
$984K -$19.2K -228 -2%
DADC
460
D.A. Davidson & Co
Montana
$983K +$10K +119 +1%
DA
461
Dash Acquisitions
California
$980K +$927K +11,005 New
LCAM
462
London & Capital Asset Management
United Kingdom
$965K -$17.1M -202,501 -95%
AC
463
Abbrea Capital
California
$956K +$37.9K +450 +4%
ATC
464
Argent Trust Co
Tennessee
$955K +$111K +1,315 +14%
PWP
465
Principle Wealth Partners
Connecticut
$950K -$5.22K -62 -0.6%
SIC
466
Salem Investment Counselors
North Carolina
$943K -$10.3K -122 -1%
FMWA
467
Forvis Mazars Wealth Advisors
Missouri
$939K +$341K +4,048 +62%
AFA
468
Abacus FCF Advisors
Florida
$938K -$585K -6,947 -40%
BPA
469
Beacon Pointe Advisors
California
$937K -$307K -3,642 -26%
BFG
470
Bleakley Financial Group
New Jersey
$928K +$42.8K +508 +5%
SS
471
Simplicity Solutions
Minnesota
$927K +$41.2K +489 +5%
FHB
472
First Hawaiian Bank
Hawaii
$916K +$5.39K +64 +0.6%
CCG
473
Cypress Capital Group
Florida
$915K +$23.3K +277 +3%
CC
474
Centiva Capital
New York
$909K +$860K +10,213 New
CIC
475
Canal Insurance Company
South Carolina
$891K