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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 %
CFG
526
Cooper Financial Group
California
$734K +$30.2K +337 +4%
TMAM
527
Tokio Marine Asset Management
Japan
$715K +$46.4K +519 +7%
DBIA
528
Dumont & Blake Investment Advisors
New Jersey
$704K -$20.2K -226 -3%
NIMI
529
Natixis Investment Managers International
France
$704K -$4.92K -55 -0.7%
CTC
530
Central Trust Company
Missouri
$699K -$20.7K -231 -3%
FHB
531
First Hawaiian Bank
Hawaii
$693K -$213K -2,385 -24%
BIM
532
Baldwin Investment Management
Pennsylvania
$692K
QWP
533
Quotient Wealth Partners
Texas
$689K +$689K +7,699 New
CC
534
Centiva Capital
New York
$685K +$685K +7,655 New
HWM
535
HB Wealth Management
Georgia
$680K -$63K -704 -8%
PTCG
536
Pring Turner Capital Group
California
$678K
SCM
537
Stevens Capital Management
Pennsylvania
$676K +$397K +4,435 +142%
AWM
538
AE Wealth Management
Kansas
$674K -$308K -3,471 -31%
PTC
539
Philadelphia Trust Company
Pennsylvania
$674K
AWS
540
Atria Wealth Solutions
New York
$671K +$183K +2,042 +37%
CWP
541
Curated Wealth Partners
California
$670K
RBC
542
Romano Brothers & Co
Illinois
$663K -$40.9K -457 -6%
SIM
543
Sentry Investment Management
Wisconsin
$659K +$445K +4,976 +208%
First Eagle Investment Management
544
First Eagle Investment Management
New York
$655K +$652K +7,287 +18,685%
HI
545
Horizon Investments
North Carolina
$655K +$114K +1,272 +21%
AAM
546
AR Asset Management
California
$644K
WAM
547
Werlinich Asset Management
Connecticut
$641K -$17.2K -192 -3%
CC
548
Chicago Capital
Illinois
$634K
BRWA
549
B. Riley Wealth Advisors
Florida
$624K -$95.6K -1,068 -13%
CFMC
550
Curbstone Financial Management Corp
New Hampshire
$623K