We are live on ! Find out more
OTIS icon

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
PTC
526
Philadelphia Trust Company
Pennsylvania
$666K -$8K -95 -1%
SFA
527
Sequoia Financial Advisors
Ohio
$659K +$283K +3,357 +83%
HFM
528
Hartford Funds Management
Pennsylvania
$658K +$67.7K +803 +12%
OL
529
Optas LLC
Texas
$655K +$8.76K +104 +1%
FNFDCM
530
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$652K -$13.5K -160 -2%
WAM
531
Werlinich Asset Management
Connecticut
$652K
JF
532
Jump Financial
Illinois
$645K +$611K +7,247 New
AAM
533
AR Asset Management
California
$641K
TMAM
534
Tokio Marine Asset Management
Japan
$639K -$4.89K -58 -0.8%
SB
535
Simmons Bank
Arkansas
$636K -$8K -95 -1%
ZB
536
Zions Bancorporation
Utah
$635K +$260K +3,091 +76%
DWP
537
Daymark Wealth Partners
Ohio
$629K +$300K +3,558 +101%
EM
538
ELCO Management
New York
$627K -$51.8K -615 -8%
CC
539
Chicago Capital
Illinois
$622K +$8.68K +103 +1%
VBCG
540
Valley Brook Capital Group
Pennsylvania
$621K
WC
541
Westhampton Capital
North Carolina
$620K
AAM
542
Ascension Asset Management
New York
$615K +$582K +6,914 New
IGGA
543
Iron Gate Global Advisors
Utah
$609K -$674 -8 -0.1%
GI
544
GAMCO Investors
Connecticut
$605K -$674 -8 -0.1%
CFMC
545
Curbstone Financial Management Corp
New Hampshire
$602K -$16.9K -200 -3%
BCV
546
Banque Cantonale Vaudoise
Switzerland
$602K
WA
547
Waterford Advisors
New York
$595K
FTDI
548
First Trust Direct Indexing
Massachusetts
$594K +$85.3K +1,013 +18%
HWM
549
HB Wealth Management
Georgia
$589K -$1.18K -14 -0.2%
DTL
550
Dynamic Technology Lab
Singapore
$588K +$557K +6,608 New