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Otis Worldwide

1,123 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, 333 increasing their positions, 445 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

97% more call options, than puts

Call options by funds: $193M | Put options by funds: $98.1M

46% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 65

2% more funds holding

Funds holding: 1,0991,123 (+24)

3% more capital invested

Capital invested by funds: $30.9B → $31.9B (+$1.02B)

10.61% less ownership

Funds ownership: 97.38%86.77% (-11%)

25% less repeat investments, than reductions

Existing positions increased: 333 | Existing positions reduced: 445

29% less funds holding in top 10

Funds holding in top 10: 1410 (-4)

Holders
1,123
Holders Change
+24
Holders Change %
+2.18%
% 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
333
Reduced
445
Closed
65
Calls
$193M
Puts
$98.1M
Net Calls
+$95.2M
Net Calls Change
+$151M
Name Holding Trade Value Shares
Change
Change in
Stake
WPC
551
Wedmont Private Capital
Pennsylvania
$583K +$22.2K +263 +4%
LI
552
Lafayette Investments
Maryland
$578K +$32.5K +386 +6%
SNBOSCI
553
Security National Bank of Sioux City Iowa
Iowa
$576K +$545K +6,471 New
SFG
554
Sovereign Financial Group
Connecticut
$572K +$20.6K +245 +4%
AOI
555
Auto-Owners Insurance
Michigan
$569K
ACM
556
Allred Capital Management
Texas
$565K -$20.9K -248 -4%
HI
557
Horizon Investments
North Carolina
$564K +$63.3K +751 +13%
LNWWM
558
Laird Norton Wetherby Wealth Management
California
$553K -$5.9K -70 -1%
HIC
559
Holderness Investments Company
North Carolina
$552K +$6.49K +77 +1%
MIC
560
Means Investment Company
Maine
$551K +$84 +1 +0%
IFU
561
iSAM Funds (UK)
United Kingdom
$547K +$518K +6,150 New
MC
562
Moors & Cabot
Massachusetts
$542K +$19.3K +229 +4%
TIM
563
Thornburg Investment Management
New Mexico
$539K
MM
564
Meridian Management
Arkansas
$539K +$1.35K +16 +0.3%
NAM
565
NorthCrest Asset Manangement
Minnesota
$536K -$17K -202 -3%
Credit Agricole
566
Credit Agricole
France
$535K +$101K +1,200 +25%
SI
567
Stephens Inc
Arkansas
$533K +$30.1K +357 +6%
SFFS
568
Stonehage Fleming Financial Services
Jersey
$533K -$13.4K -159 -3%
SWP
569
Stratos Wealth Partners
Ohio
$532K -$44.2K -525 -8%
AIM
570
AHL Investment Management
Florida
$530K -$7.75K -92 -2%
ONB
571
Old National Bancorp
Indiana
$529K -$138K -1,639 -22%
WDA
572
Wendell David Associates
New Hampshire
$528K -$4.21K -50 -0.8%
GPA
573
Garrison Point Advisors
California
$528K
Lido Advisors
574
Lido Advisors
California
$528K +$52K +617 +12%
E
575
Ergoteles
New York
$527K +$499K +5,922 New