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Otis Worldwide

1,182 hedge funds and large institutions have $33B invested in Otis Worldwide in 2023 Q4 according to their latest regulatory filings, with 161 funds opening new positions, 323 increasing their positions, 477 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,182
Holders Change
+91
Holders Change %
+8.34%
% of All Funds
17.33%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
161
Increased
323
Reduced
477
Closed
57
Calls
$127M
Puts
$45.6M
Net Calls
+$81.1M
Net Calls Change
+$8.25M
Name Holding Trade Value Shares
Change
Shares
Change %
IGAM
476
iA Global Asset Management
Quebec, Canada
$918K -$425K -4,752 -32%
PAM
477
Panagora Asset Management
Massachusetts
$913K
MFG
478
Merit Financial Group
Georgia
$911K +$33.8K +378 +4%
OC
479
Oppenheimer & Co
New York
$911K -$6.71K -75 -0.7%
ATC
480
Argent Trust Co
Tennessee
$905K -$9.48K -106 -1%
LOAMS
481
Lombard Odier Asset Management (Switzerland)
Switzerland
$903K +$903K +10,090 New
TCOT
482
Trust Company of Toledo
Ohio
$896K -$29.1K -325 -3%
CIC
483
Canal Insurance Company
South Carolina
$895K
ZB
484
Zions Bancorporation
Utah
$886K +$53.7K +600 +6%
FMB
485
Field & Main Bank
Kentucky
$880K -$8.23K -92 -0.9%
IAS
486
IMA Advisory Services
Colorado
$878K -$88.3K -987 -9%
BHIA
487
Birch Hill Investment Advisors
Massachusetts
$878K -$255K -2,850 -23%
CCG
488
Cypress Capital Group
Florida
$874K -$54.9K -614 -6%
SIC
489
Salem Investment Counselors
North Carolina
$861K -$32.2K -360 -4%
VSQM
490
V-Square Quantitative Management
Illinois
$860K +$416K +4,647 +94%
SS
491
Simplicity Solutions
Minnesota
$860K -$4.3K -48 -0.5%
BFG
492
Bleakley Financial Group
New Jersey
$860K -$4.3K -48 -0.5%
IMCOOI
493
Investment Management Corp of Ontario (IMCO)
Canada
$860K +$860K +9,608 New
GAAM
494
Guinness Atkinson Asset Management
California
$855K -$25.1K -280 -3%
GT
495
Greenleaf Trust
Michigan
$847K +$38.7K +433 +5%
Public Sector Pension Investment Board (PSP Investments)
496
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$842K -$3.1M -34,693 -79%
FI
497
Fractal Investments
Connecticut
$841K
MWM
498
Modera Wealth Management
New Jersey
$837K +$1.61K +18 +0.2%
JIC
499
Johnson Investment Counsel
Ohio
$835K +$15.7K +175 +2%
FNBT
500
FineMark National Bank & Trust
Florida
$829K -$2.06K -23 -0.2%