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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 %
CI Investments Inc
526
CI Investments Inc
Ontario, Canada
$759K +$49K +471 +7%
EF
527
Empowered Funds
Pennsylvania
$757K +$69.4K +668 +10%
AAM
528
AR Asset Management
California
$748K
HI
529
Horizon Investments
North Carolina
$744K -$10.9K -105 -1%
WAM
530
Werlinich Asset Management
Connecticut
$744K
JWCA
531
J.W. Cole Advisors
Florida
$742K +$77.3K +744 +12%
PP
532
Prudential plc
United Kingdom
$739K -$2.54M -24,406 -77%
KWM
533
Kingsview Wealth Management
Oregon
$738K +$85.2K +820 +13%
STA
534
Summit Trail Advisors
New York
$738K -$113K -1,088 -13%
VA
535
Vident Advisory
Georgia
$735K +$109K +1,049 +17%
CSPIA
536
Cary Street Partners Investment Advisory
Virginia
$728K +$20.4K +196 +3%
FFM
537
Fullerton Fund Management
Singapore
$721K +$228K +2,190 +46%
DWT
538
Dorsey & Whitney Trust
South Dakota
$710K +$455K +4,377 +178%
WJWM
539
Williams Jones Wealth Management
New York
$709K -$122K -1,174 -15%
MYAM
540
Meiji Yasuda Asset Management
Japan
$705K +$38.5K +370 +6%
DT
541
Diversified Trust
Tennessee
$704K +$190K +1,825 +37%
CFMC
542
Curbstone Financial Management Corp
New Hampshire
$701K -$7.48K -72 -1%
AM
543
AGF Management
Ontario, Canada
$701K +$701K +6,743 New
WA
544
Waterford Advisors
New York
$695K
BRWA
545
B. Riley Wealth Advisors
Florida
$694K -$416 -4 -0.1%
EM
546
ELCO Management
New York
$694K -$27.2K -262 -4%
WC
547
Westhampton Capital
North Carolina
$685K
AWM
548
Apollon Wealth Management
South Carolina
$683K -$99.7K -959 -13%
LCM
549
Landscape Capital Management
New Jersey
$676K +$676K +6,508 New
NP
550
NorthRock Partners
Minnesota
$673K -$16.3K -157 -2%