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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
HFBOT
501
Home Federal Bank of Tennessee
Tennessee
$790K -$16.9K -200 -2%
GT
502
Glenview Trust
Kentucky
$787K -$19.4K -230 -3%
SNBOSD
503
Security National Bank of So Dak
Iowa
$784K +$742K +8,806 New
VAS
504
Vestmark Advisory Solutions
Massachusetts
$769K +$189K +2,249 +35%
WJWM
505
Williams Jones Wealth Management
New York
$760K -$67.7K -804 -9%
SIA
506
Sit Investment Associates
Minnesota
$757K
CANY
507
Caxton Associates (New York)
New York
$757K
FMB
508
Field & Main Bank
Kentucky
$751K -$17.4K -207 -2%
MNBTD
509
Moody National Bank Trust Division
Texas
$749K +$6.91K +82 +1%
TCM
510
Teza Capital Management
Illinois
$746K -$1.81M -21,536 -72%
TGAM
511
TBH Global Asset Management
Tennessee
$743K -$702K -8,337 -50%
PAM
512
Panagora Asset Management
Massachusetts
$734K -$8.93K -106 -1%
TPCW
513
TD Private Client Wealth
New York
$728K +$9.69K +115 +1%
MHIC
514
Marble Harbor Investment Counsel
Massachusetts
$718K
DBIA
515
Dumont & Blake Investment Advisors
New Jersey
$718K -$5.81K -69 -0.8%
PP
516
Paloma Partners
Connecticut
$714K +$675K +8,016 New
RBC
517
Romano Brothers & Co
Illinois
$713K -$16.9K -200 -2%
CTC
518
Central Trust Company
Missouri
$710K -$16.4K -195 -2%
NIMI
519
Natixis Investment Managers International
France
$705K -$236K -2,805 -26%
MWM
520
Modera Wealth Management
New Jersey
$691K +$654K +7,768 New
BIM
521
Baldwin Investment Management
Pennsylvania
$691K +$42.1K +500 +7%
CFG
522
Cooper Financial Group
California
$675K +$55.5K +659 +10%
KPWS
523
Kestra Private Wealth Services
Texas
$675K +$17.6K +209 +3%
PTCG
524
Pring Turner Capital Group
California
$674K
CWP
525
Curated Wealth Partners
California
$667K