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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 %
EWA
551
EP Wealth Advisors
California
$666K +$44.5K +428 +7%
LFG
552
Larson Financial Group
Missouri
$665K +$232K +2,230 +54%
AOI
553
Auto-Owners Insurance
Michigan
$664K
CFG
554
Cooper Financial Group
California
$663K -$94.9K -913 -13%
MFIM
555
Mesirow Financial Investment Management
Illinois
$661K +$23.6K +227 +4%
SB
556
Simmons Bank
Arkansas
$660K -$11.4K -110 -2%
IIA
557
ICW Investment Advisors
Arizona
$658K +$8.52K +82 +1%
SIM
558
Sentry Investment Management
Wisconsin
$655K +$19.4K +187 +3%
AC
559
AXQ Capital
New Jersey
$652K +$652K +6,274 New
DWM
560
Diversify Wealth Management
Utah
$646K +$73.8K +717 +13%
CCIA
561
Campbell & Co Investment Adviser
Maryland
$645K +$280K +2,698 +77%
MIC
562
Means Investment Company
Maine
$643K
A
563
AlphaQuest
New York
$643K -$560K -5,384 -47%
WPC
564
Wedmont Private Capital
Pennsylvania
$635K -$40.6K -390 -6%
MM
565
Meridian Management
Arkansas
$634K -$2.08K -20 -0.3%
CTC
566
Central Trust Company
Missouri
$634K -$133K -1,279 -17%
PIM
567
Penobscot Investment Management
Massachusetts
$634K +$78.8K +758 +14%
SIA
568
Soltis Investment Advisors
Utah
$633K +$416 +4 +0.1%
FNFDCM
569
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$627K -$49.1K -472 -7%
AIM
570
AHL Investment Management
Florida
$618K
LC
571
Lindbrook Capital
California
$615K -$17.7K -170 -3%
ACM
572
Allred Capital Management
Texas
$614K
BAMF
573
BI Asset Management Fondsmaeglerselskab
Denmark
$608K -$884K -8,508 -59%
SOS
574
Silver Oak Securities
Tennessee
$597K +$72.1K +710 +14%
GPA
575
Garrison Point Advisors
California
$597K