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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 %
VHAM
451
Van Hulzen Asset Management
California
$1.02M
Assenagon Asset Management
452
Assenagon Asset Management
Luxembourg
$1.01M -$24.4M -274,416 -96%
IGAM
453
iA Global Asset Management
Quebec, Canada
$1.01M +$1.01M +11,327 New
BG
454
Bollard Group
Massachusetts
$991K +$4.54K +51 +0.5%
IAS
455
IMA Advisory Services
Colorado
$991K +$13.9K +156 +1%
CWM
456
Compass Wealth Management
Connecticut
$986K -$3.29K -37 -0.3%
OIA
457
OneDigital Investment Advisors
Kansas
$984K -$20.3K -228 -2%
DADC
458
D.A. Davidson & Co
Montana
$983K +$10.6K +119 +1%
DA
459
Dash Acquisitions
California
$980K +$980K +11,005 New
LCAM
460
London & Capital Asset Management
United Kingdom
$965K -$18M -202,501 -95%
AC
461
Abbrea Capital
California
$956K +$40.1K +450 +4%
ATC
462
Argent Trust Co
Tennessee
$955K +$117K +1,315 +14%
PWP
463
Principle Wealth Partners
Connecticut
$950K -$5.52K -62 -0.6%
SIC
464
Salem Investment Counselors
North Carolina
$943K -$10.9K -122 -1%
FMWA
465
Forvis Mazars Wealth Advisors
Missouri
$939K +$360K +4,048 +62%
AFA
466
Abacus FCF Advisors
Florida
$938K -$618K -6,947 -40%
BPA
467
Beacon Pointe Advisors
California
$937K -$324K -3,642 -26%
BFG
468
Bleakley Financial Group
New Jersey
$928K +$45.2K +508 +5%
SS
469
Simplicity Solutions
Minnesota
$927K +$43.5K +489 +5%
FHB
470
First Hawaiian Bank
Hawaii
$916K +$5.7K +64 +0.6%
CCG
471
Cypress Capital Group
Florida
$915K +$24.7K +277 +3%
CC
472
Centiva Capital
New York
$909K +$909K +10,213 New
CIC
473
Canal Insurance Company
South Carolina
$891K
ARMT
474
Amica Retiree Medical Trust
Rhode Island
$882K -$56.3K -633 -6%
PFO
475
Pathstone Family Office
New Jersey
$880K +$73.4K +803 +9%