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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
ARMT
476
Amica Retiree Medical Trust
Rhode Island
$882K -$53.3K -633 -6%
PFO
477
Pathstone Family Office
New Jersey
$880K +$67.7K +803 +9%
VI
478
Vestcor Inc
New Brunswick, Canada
$880K -$429K -5,091 -34%
OC
479
Oppenheimer & Co
New York
$880K +$24.9K +295 +3%
QI
480
Qtron Investments
Massachusetts
$878K
JIC
481
Johnson Investment Counsel
Ohio
$864K +$83.5K +991 +11%
AWM
482
AE Wealth Management
Kansas
$855K +$18.5K +220 +2%
ANBT
483
American National Bank & Trust
Texas
$848K +$738K +8,760 +1,141%
MFG
484
Merit Financial Group
Georgia
$839K +$10.1K +120 +1%
FI
485
Fractal Investments
Connecticut
$837K
MM
486
MQS Management
New York
$834K +$790K +9,375 New
OAM
487
Ostrum Asset Management
France
$834K +$674 +8 +0.1%
BPWM
488
Badgley Phelps Wealth Managers
Washington
$833K +$788K +9,353 New
FNBT
489
FineMark National Bank & Trust
Florida
$826K +$67.7K +804 +9%
GAAM
490
Guinness Atkinson Asset Management
California
$815K +$113K +1,344 +17%
BIM
491
Bridges Investment Management
Nebraska
$814K
PA
492
Parallel Advisors
California
$811K +$21.6K +256 +3%
EI
493
Ellevest Inc
New York
$810K +$122K +1,447 +19%
GT
494
Greenleaf Trust
Michigan
$809K -$20.5K -243 -3%
IWC
495
Integrated Wealth Concepts
Massachusetts
$806K -$13.7K -163 -2%
HP
496
Holowesko Partners
Bahamas
$801K
IC
497
IEQ Capital
California
$801K -$223K -2,647 -23%
QP
498
Quilter Plc
United Kingdom
$801K -$10.5K -125 -13%
Cetera Investment Advisers
499
Cetera Investment Advisers
Illinois
$795K -$24.3K -289 -3%
SCA
500
Snowden Capital Advisors
New York
$794K -$7.58K -90 -1%