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Otis Worldwide

1,188 hedge funds and large institutions have $36.6B invested in Otis Worldwide in 2024 Q3 according to their latest regulatory filings, with 95 funds opening new positions, 351 increasing their positions, 487 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,188
Holders Change
+8
Holders Change %
+0.68%
% of All Funds
17.18%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.12%
New
95
Increased
351
Reduced
487
Closed
73
Calls
$167M
Puts
$97.4M
Net Calls
+$70.1M
Net Calls Change
-$24.6M
Name Holding Trade Value Shares
Change
Shares
Change %
LDB
501
Lee, Danner & Bass
Tennessee
$883K -$13K -125 -1%
SIA
502
Sit Investment Associates
Minnesota
$875K
GT
503
Glenview Trust
Kentucky
$873K -$18.2K -175 -2%
Lido Advisors
504
Lido Advisors
California
$860K +$52K +500 +6%
MAS
505
Meeder Advisory Services
Ohio
$859K +$40.1K +386 +5%
DDC
506
DF Dent & Co
Maryland
$857K +$209K +2,012 +32%
MHIC
507
Marble Harbor Investment Counsel
Massachusetts
$844K -$9.87K -95 -1%
DBIA
508
Dumont & Blake Investment Advisors
New Jersey
$838K -$838K -8,059 -50%
PAM
509
Panagora Asset Management
Massachusetts
$828K -$1.04K -10 -0.1%
BFG
510
Bleakley Financial Group
New Jersey
$823K -$37.1K -357 -4%
VI
511
Vestcor Inc
New Brunswick, Canada
$819K
BIM
512
Baldwin Investment Management
Pennsylvania
$817K
TPCW
513
TD Private Client Wealth
New York
$813K -$14.9K -143 -2%
VSQM
514
V-Square Quantitative Management
Illinois
$808K +$104K +1,003 +15%
IWC
515
Integrated Wealth Concepts
Massachusetts
$807K -$85.9K -826 -10%
PTCG
516
Pring Turner Capital Group
California
$787K
GAM
517
Groupama Asset Management
France
$787K +$11K +132 +1%
JIC
518
Johnson Investment Counsel
Ohio
$782K -$257K -2,468 -25%
DWP
519
Daymark Wealth Partners
Ohio
$781K +$8.32K +80 +1%
EB
520
Eastern Bank
Massachusetts
$779K +$779K +7,498 New
CWP
521
Curated Wealth Partners
California
$778K -$104 -1 -0%
SWP
522
Stratos Wealth Partners
Ohio
$771K -$55.2K -531 -7%
VF
523
Virtu Financial
New York
$769K -$51.1K -492 -6%
CC
524
Chicago Capital
Illinois
$768K +$16.6K +160 +2%
RBC
525
Romano Brothers & Co
Illinois
$767K