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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
DFCM
576
Dark Forest Capital Management
Puerto Rico
$526K +$498K +5,910 New
SIA
577
Soltis Investment Advisors
Utah
$524K +$1.94K +23 +0.4%
CL
578
Choreo LLC
Illinois
$521K -$5.48K -65 -1%
WSTAM
579
Wilbanks Smith & Thomas Asset Management
Virginia
$520K +$21.3K +253 +5%
IAS
580
Investment Advisory Services
Texas
$509K +$84 +1 +0%
MA
581
Montag & Associates
Georgia
$509K -$9.86K -117 -2%
AWS
582
Atria Wealth Solutions
New York
$500K -$38.2K -453 -7%
SW
583
SVB Wealth
Massachusetts
$498K -$46.3K -549 -9%
MAS
584
Meeder Advisory Services
Ohio
$497K +$31.8K +378 +7%
NA
585
NewEdge Advisors
Louisiana
$497K +$26.6K +316 +6%
AIP
586
Ameritas Investment Partners
Nebraska
$496K -$67.9K -806 -13%
FC
587
Forte Capital
New York
$494K -$37.1K -440 -7%
HL
588
HeadInvest LLC
Maine
$493K -$64.2K -762 -12%
SCM
589
Schnieders Capital Management
California
$492K
VVP
590
Venture Visionary Partners
Ohio
$488K -$231K -2,739 -33%
UB
591
UMB Bank
Missouri
$486K -$21.1K -250 -4%
FCH
592
Freestone Capital Holdings
Washington
$485K +$9.27K +110 +2%
IIA
593
ICW Investment Advisors
Arizona
$483K +$36.1K +428 +9%
CG
594
Caprock Group
Idaho
$482K +$164K +1,950 +56%
WSFS
595
Wilmington Savings Fund Society
Delaware
$480K
SWS
596
SYSTM Wealth Solutions
Illinois
$479K +$70.7K +839 +18%
FMAEN1
597
Fund Management at Engine No 1
California
$479K +$29.5K +350 +7%
BB
598
Busey Bank
Illinois
$475K +$42.2K +501 +10%
MA
599
Mutual Advisors
Nebraska
$475K -$14.2K -169 -3%
BRWA
600
B. Riley Wealth Advisors
Florida
$473K -$43.5K -516 -9%