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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 %
HFM
526
Hartford Funds Management
Pennsylvania
$658K +$71.5K +803 +12%
OL
527
Optas LLC
Texas
$655K +$9.26K +104 +1%
FNFDCM
528
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$652K -$14.2K -160 -2%
WAM
529
Werlinich Asset Management
Connecticut
$652K
JF
530
Jump Financial
Illinois
$645K +$645K +7,247 New
AAM
531
AR Asset Management
California
$641K
TMAM
532
Tokio Marine Asset Management
Japan
$639K -$5.16K -58 -0.8%
SB
533
Simmons Bank
Arkansas
$636K -$8.46K -95 -1%
ZB
534
Zions Bancorporation
Utah
$635K +$275K +3,091 +76%
DWP
535
Daymark Wealth Partners
Ohio
$629K +$317K +3,558 +101%
EM
536
ELCO Management
New York
$627K -$54.7K -615 -8%
CC
537
Chicago Capital
Illinois
$622K +$9.17K +103 +1%
VBCG
538
Valley Brook Capital Group
Pennsylvania
$621K
WC
539
Westhampton Capital
North Carolina
$620K
AAM
540
Ascension Asset Management
New York
$615K +$615K +6,914 New
IGGA
541
Iron Gate Global Advisors
Utah
$609K -$709 -8 -0.1%
GI
542
GAMCO Investors
Connecticut
$605K -$712 -8 -0.1%
CFMC
543
Curbstone Financial Management Corp
New Hampshire
$602K -$17.8K -200 -3%
BCV
544
Banque Cantonale Vaudoise
Switzerland
$602K
WA
545
Waterford Advisors
New York
$595K
FTDI
546
First Trust Direct Indexing
Massachusetts
$594K +$90.2K +1,013 +18%
HWM
547
HB Wealth Management
Georgia
$589K -$1.25K -14 -0.2%
DTL
548
Dynamic Technology Lab
Singapore
$588K +$588K +6,608 New
WPC
549
Wedmont Private Capital
Pennsylvania
$583K +$23.3K +263 +4%
LI
550
Lafayette Investments
Maryland
$578K +$34.4K +386 +6%