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Otis Worldwide

1,192 hedge funds and large institutions have $34.7B invested in Otis Worldwide in 2024 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 383 increasing their positions, 442 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,192
Holders Change
+10
Holders Change %
+0.85%
% of All Funds
17.28%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
100
Increased
383
Reduced
442
Closed
76
Calls
$169M
Puts
$46.9M
Net Calls
+$123M
Net Calls Change
+$41.4M
Name Holding Trade Value Shares
Change
Shares
Change %
SIA
526
Sit Investment Associates
Minnesota
$835K
AIMCA
527
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$824K
TPCW
528
TD Private Client Wealth
New York
$820K -$81.1K -817 -9%
MHIC
529
Marble Harbor Investment Counsel
Massachusetts
$815K -$9.93K -100 -1%
ZB
530
Zions Bancorporation
Utah
$807K -$176K -1,774 -18%
TMAM
531
Tokio Marine Asset Management
Japan
$801K +$7.45K +75 +0.9%
SFA
532
Sequoia Financial Advisors
Ohio
$800K -$1.79M -18,051 -69%
AAM
533
Advisors Asset Management
Colorado
$799K +$192K +1,934 +32%
WJWM
534
Williams Jones Wealth Management
New York
$794K -$97.6K -983 -11%
AWM
535
Apollon Wealth Management
South Carolina
$792K +$312K +3,139 +65%
DBIA
536
Dumont & Blake Investment Advisors
New Jersey
$792K +$10.1K +102 +1%
AWM
537
Axxcess Wealth Management
California
$790K +$379K +3,818 +92%
VI
538
Vestcor Inc
New Brunswick, Canada
$782K -$96.9K -976 -11%
BIM
539
Baldwin Investment Management
Pennsylvania
$764K -$3.57K -36 -0.5%
DWP
540
Daymark Wealth Partners
Ohio
$757K -$77.3K -779 -9%
PTCG
541
Pring Turner Capital Group
California
$752K
CTC
542
Central Trust Company
Missouri
$750K -$25.3K -255 -3%
PTC
543
Philadelphia Trust Company
Pennsylvania
$738K -$8.93K -90 -1%
BAMF
544
BI Asset Management Fondsmaeglerselskab
Denmark
$737K -$151K -1,520 -17%
RBC
545
Romano Brothers & Co
Illinois
$733K -$2.18K -22 -0.3%
Lido Advisors
546
Lido Advisors
California
$733K +$64.9K +654 +10%
SIM
547
Sentry Investment Management
Wisconsin
$731K
HI
548
Horizon Investments
North Carolina
$719K -$6.95K -70 -1%
AAM
549
AR Asset Management
California
$715K
WAM
550
Werlinich Asset Management
Connecticut
$714K