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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 %
FCM
551
Fire Capital Management
California
$680K +$680K +7,346 New
HI
552
Horizon Investments
North Carolina
$672K +$9.45K +102 +1%
RBC
553
Romano Brothers & Co
Illinois
$671K -$12.7K -137 -2%
JWCA
554
J.W. Cole Advisors
Florida
$667K +$5.83K +63 +0.9%
AAM
555
AR Asset Management
California
$667K
WAM
556
Werlinich Asset Management
Connecticut
$662K
TC
557
TownSquare Capital
Utah
$651K +$167K +1,801 +34%
ZB
558
Zions Bancorporation
Utah
$648K +$210K +2,268 +48%
DWT
559
Dorsey & Whitney Trust
South Dakota
$643K +$10.6K +114 +2%
IWC
560
Integrated Wealth Concepts
Massachusetts
$642K -$77K -831 -11%
DT
561
Diversified Trust
Tennessee
$633K +$5.83K +63 +0.9%
WJWM
562
Williams Jones Wealth Management
New York
$632K
LFG
563
Larson Financial Group
Missouri
$626K +$34.1K +368 +6%
CFMC
564
Curbstone Financial Management Corp
New Hampshire
$625K +$185 +2 +0%
OAM
565
Ostrum Asset Management
France
$623K +$293K +3,164 +89%
IGGA
566
Iron Gate Global Advisors
Utah
$623K +$623K +6,749 New
GI
567
GAMMA Investing
California
$620K +$121K +1,303 +24%
WA
568
Waterford Advisors
New York
$620K
EM
569
ELCO Management
New York
$618K
CCIA
570
Campbell & Co Investment Adviser
Maryland
$617K +$42.4K +458 +7%
EWA
571
EP Wealth Advisors
California
$614K +$20.2K +218 +3%
CFG
572
Cooper Financial Group
California
$612K +$21.9K +237 +4%
WC
573
Westhampton Capital
North Carolina
$610K
MGIA
574
Moneta Group Investment Advisors
Missouri
$610K +$84.6K +913 +16%
QC
575
Quantessence Capital
New York
$605K +$605K +6,536 New