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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 %
HIC
576
Holderness Investments Company
North Carolina
$597K -$4.89K -47 -0.8%
QWP
577
Quotient Wealth Partners
Texas
$592K -$18.1K -174 -3%
MGIA
578
Moneta Group Investment Advisors
Missouri
$590K -$6.13K -59 -1%
GC
579
Grimes & Company
Massachusetts
$585K +$42.9K +413 +8%
BSA
580
Bull Street Advisors
Georgia
$585K -$1.35K -13 -0.2%
MA
581
Montag & Associates
Georgia
$584K -$3.01K -29 -0.5%
ISL
582
Ingalls & Snyder LLC
New York
$580K -$2.6K -25 -0.4%
LGF
583
LGT Group Foundation
Liechtenstein
$578K +$22K +210 +4%
MNBTD
584
Moody National Bank Trust Division
Texas
$577K +$90.4K +870 +19%
WDA
585
Wendell David Associates
New Hampshire
$574K -$45.8K -440 -7%
OL
586
Optas LLC
Texas
$574K +$12.3K +118 +2%
IWM
587
IHT Wealth Management
Illinois
$568K +$97.2K +935 +21%
LNWWM
588
Laird Norton Wetherby Wealth Management
California
$565K -$67K -645 -11%
GI
589
GAMMA Investing
California
$560K -$2.6K -25 -0.5%
Jones Financial Companies
590
Jones Financial Companies
Missouri
$555K +$226K +2,169 +69%
IAS
591
Investment Advisory Services
Texas
$551K -$26.6K -256 -5%
FCH
592
Freestone Capital Holdings
Washington
$551K +$1.98K +19 +0.4%
Acadian Asset Management
593
Acadian Asset Management
Massachusetts
$550K -$833K -8,033 -60%
BP
594
Ballentine Partners
Massachusetts
$546K -$157K -1,506 -22%
TC
595
TownSquare Capital
Utah
$543K +$37.3K +359 +7%
Bank Julius Baer & Co
596
Bank Julius Baer & Co
Switzerland
$537K +$229K +1,857 +74%
VBCG
597
Valley Brook Capital Group
Pennsylvania
$532K -$10.4K -100 -2%
NAM
598
NorthCrest Asset Manangement
Minnesota
$531K +$18.3K +176 +4%
DAS
599
Diversify Advisory Services
Utah
$529K -$83.1K -807 -14%
FWCM
600
Ferguson Wellman Capital Management
Oregon
$529K -$6.24K -60 -1%