OTIS icon

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 %
SNBOSD
501
Security National Bank of So Dak
Iowa
$784K +$784K +8,806 New
VAS
502
Vestmark Advisory Solutions
Massachusetts
$769K +$200K +2,249 +35%
WJWM
503
Williams Jones Wealth Management
New York
$760K -$71.6K -804 -9%
SIA
504
Sit Investment Associates
Minnesota
$757K
CANY
505
Caxton Associates (New York)
New York
$757K
FMB
506
Field & Main Bank
Kentucky
$751K -$18.4K -207 -2%
MNBTD
507
Moody National Bank Trust Division
Texas
$749K +$7.3K +82 +1%
TCM
508
Teza Capital Management
Illinois
$746K -$1.92M -21,536 -72%
TGAM
509
TBH Global Asset Management
Tennessee
$743K -$742K -8,337 -50%
PAM
510
Panagora Asset Management
Massachusetts
$734K -$9.44K -106 -1%
TPCW
511
TD Private Client Wealth
New York
$728K +$10.2K +115 +1%
MHIC
512
Marble Harbor Investment Counsel
Massachusetts
$718K
DBIA
513
Dumont & Blake Investment Advisors
New Jersey
$718K -$6.14K -69 -0.8%
PP
514
Paloma Partners
Connecticut
$714K +$714K +8,016 New
RBC
515
Romano Brothers & Co
Illinois
$713K -$17.8K -200 -2%
CTC
516
Central Trust Company
Missouri
$710K -$17.4K -195 -2%
NIMI
517
Natixis Investment Managers International
France
$705K -$250K -2,805 -26%
MWM
518
Modera Wealth Management
New Jersey
$691K +$691K +7,768 New
BIM
519
Baldwin Investment Management
Pennsylvania
$691K +$44.5K +500 +7%
CFG
520
Cooper Financial Group
California
$675K +$58.7K +659 +10%
KPWS
521
Kestra Private Wealth Services
Texas
$675K +$18.6K +209 +3%
PTCG
522
Pring Turner Capital Group
California
$674K
CWP
523
Curated Wealth Partners
California
$667K
PTC
524
Philadelphia Trust Company
Pennsylvania
$666K -$8.45K -95 -1%
SFA
525
Sequoia Financial Advisors
Ohio
$659K +$299K +3,357 +83%