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Otis Worldwide

1,216 hedge funds and large institutions have $33.6B invested in Otis Worldwide in 2024 Q4 according to their latest regulatory filings, with 153 funds opening new positions, 379 increasing their positions, 416 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,216
Holders Change
+28
Holders Change %
+2.36%
% of All Funds
16.19%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
153
Increased
379
Reduced
416
Closed
107
Calls
$186M
Puts
$54.1M
Net Calls
+$132M
Net Calls Change
+$61.7M
Name Holding Trade Value Shares
Change
Shares
Change %
SIA
526
Sit Investment Associates
Minnesota
$779K
GT
527
Glenview Trust
Kentucky
$777K
AWM
528
Apollon Wealth Management
South Carolina
$766K +$158K +1,706 +26%
PAM
529
Panagora Asset Management
Massachusetts
$761K +$23.4K +253 +3%
EMCIP
530
Ewing Morris & Co Investment Partners
Ontario, Canada
$754K +$754K +8,145 New
EF
531
Empowered Funds
Pennsylvania
$753K +$78.3K +845 +12%
MHIC
532
Marble Harbor Investment Counsel
Massachusetts
$752K
VA
533
Vident Advisory
Georgia
$750K +$94.7K +1,022 +14%
DBIA
534
Dumont & Blake Investment Advisors
New Jersey
$748K +$1.3K +14 +0.2%
STA
535
Summit Trail Advisors
New York
$747K +$89.9K +971 +14%
LDB
536
Lee, Danner & Bass
Tennessee
$739K -$47.9K -517 -6%
Lido Advisors
537
Lido Advisors
California
$739K -$27K -291 -4%
DWP
538
Daymark Wealth Partners
Ohio
$730K +$34.4K +371 +5%
VI
539
Vestcor Inc
New Brunswick, Canada
$728K -$833 -9 -0.1%
TPM
540
Triasima Portfolio Management
Quebec, Canada
$724K +$724K +7,820 New
LAM
541
LECAP Asset Management
United Kingdom
$709K +$709K +7,654 New
KWM
542
Kingsview Wealth Management
Oregon
$707K +$49.6K +536 +8%
PTCG
543
Pring Turner Capital Group
California
$702K
NONA
544
Ninety One North America
New York
$697K -$91.2K -985 -12%
EB
545
Eastern Bank
Massachusetts
$694K
CWP
546
Curated Wealth Partners
California
$690K -$3.43K -37 -0.5%
CC
547
Chicago Capital
Illinois
$686K +$1.2K +13 +0.2%
TPCW
548
TD Private Client Wealth
New York
$685K -$40K -432 -6%
CIA
549
Choate Investment Advisors
Massachusetts
$684K +$261K +2,817 +62%
FAN
550
Financial Advisors Network
California
$684K +$684K +7,386 New