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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 %
FMWA
501
Forvis Mazars Wealth Advisors
Missouri
$827K -$26.4K -295 -3%
KPWS
502
Kestra Private Wealth Services
Texas
$827K +$174K +1,949 +27%
BIM
503
Bridges Investment Management
Nebraska
$818K
FTDI
504
First Trust Direct Indexing
Massachusetts
$815K +$248K +2,771 +44%
TPCW
505
TD Private Client Wealth
New York
$812K +$156K +1,745 +24%
OIA
506
OneDigital Investment Advisors
Kansas
$811K -$161K -1,798 -17%
GS
507
GTS Securities
New York
$810K +$446K +4,985 +123%
HP
508
Holowesko Partners
Bahamas
$805K
PA
509
Parallel Advisors
California
$804K -$12.2K -136 -1%
WJWM
510
Williams Jones Wealth Management
New York
$804K +$40.3K +450 +5%
BAMF
511
BI Asset Management Fondsmaeglerselskab
Denmark
$800K -$294K -3,281 -27%
VI
512
Vestcor Inc
New Brunswick, Canada
$792K -$10.3K -115 -1%
HFBOT
513
Home Federal Bank of Tennessee
Tennessee
$789K
DI
514
DFPG Investments
Utah
$785K +$18.7K +213 +2%
NRD
515
Nebula Research & Development
New York
$778K +$778K +8,697 New
GT
516
Glenview Trust
Kentucky
$778K -$85.4K -955 -10%
LI
517
Lafayette Investments
Maryland
$777K +$46.3K +517 +6%
Caisse de Depot et Placement du Quebec (CDPQ)
518
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$764K -$5.88M -65,720 -89%
LDB
519
Lee, Danner & Bass
Tennessee
$755K -$340K -3,801 -31%
SIA
520
Sit Investment Associates
Minnesota
$753K -$8.05K -90 -1%
DWP
521
Daymark Wealth Partners
Ohio
$752K +$6.44K +72 +0.9%
MHIC
522
Marble Harbor Investment Counsel
Massachusetts
$744K +$8.95K +100 +1%
AIMCA
523
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$743K
SCA
524
Snowden Capital Advisors
New York
$735K +$24.9K +278 +4%
IWC
525
Integrated Wealth Concepts
Massachusetts
$735K -$94.8K -1,060 -11%