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Otis Worldwide

1,118 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, 332 increasing their positions, 441 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,118
Holders Change
+24
Holders Change %
+2.19%
% 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
332
Reduced
441
Closed
65
Calls
$193M
Puts
$98.1M
Net Calls
+$95.2M
Net Calls Change
+$151M
Name Holding Trade Value Shares
Change
Shares
Change %
CL
576
Choreo LLC
Illinois
$521K -$5.79K -65 -1%
WSTAM
577
Wilbanks Smith & Thomas Asset Management
Virginia
$520K +$22.5K +253 +5%
IAS
578
Investment Advisory Services
Texas
$509K +$89 +1 +0%
MA
579
Montag & Associates
Georgia
$509K -$10.4K -117 -2%
AWS
580
Atria Wealth Solutions
New York
$500K -$40.3K -453 -7%
SW
581
SVB Wealth
Massachusetts
$498K -$48.9K -549 -9%
MAS
582
Meeder Advisory Services
Ohio
$497K +$33.6K +378 +7%
NA
583
NewEdge Advisors
Louisiana
$497K +$28.1K +316 +6%
AIP
584
Ameritas Investment Partners
Nebraska
$496K -$71.7K -806 -13%
FC
585
Forte Capital
New York
$494K -$39.2K -440 -7%
HL
586
HeadInvest LLC
Maine
$493K -$66.6K -762 -12%
SCM
587
Schnieders Capital Management
California
$492K
VVP
588
Venture Visionary Partners
Ohio
$488K -$244K -2,739 -33%
UB
589
UMB Bank
Missouri
$486K -$22.3K -250 -4%
FCH
590
Freestone Capital Holdings
Washington
$485K +$9.79K +110 +2%
IIA
591
ICW Investment Advisors
Arizona
$483K +$38.1K +428 +9%
CG
592
Caprock Group
Idaho
$482K +$174K +1,950 +56%
WSFS
593
Wilmington Savings Fund Society
Delaware
$480K
SWS
594
SYSTM Wealth Solutions
Illinois
$479K +$74.7K +839 +18%
FMAEN1
595
Fund Management at Engine No 1
California
$479K +$31.2K +350 +7%
BB
596
Busey Bank
Illinois
$475K +$44.6K +501 +10%
MA
597
Mutual Advisors
Nebraska
$475K -$15K -169 -3%
BRWA
598
B. Riley Wealth Advisors
Florida
$473K -$45.9K -516 -9%
AM
599
AGF Management
Ontario, Canada
$467K -$28.7K -322 -6%
GC
600
Grimes & Company
Massachusetts
$465K +$178 +2 +0%