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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
AM
601
AGF Management
Ontario, Canada
$467K -$27.1K -322 -6%
GC
602
Grimes & Company
Massachusetts
$465K +$168 +2 +0%
AMIM
603
Aull & Monroe Investment Management
Alabama
$462K -$1.01K -12 -0.2%
LC
604
Lindbrook Capital
California
$461K -$16.3K -193 -4%
BSA
605
Bull Street Advisors
Georgia
$461K -$1.43K -17 -0.3%
SOW
606
State of Wyoming
Wyoming
$461K +$120K +1,425 +38%
MPW
607
Monterey Private Wealth
California
$458K -$43.9K -521 -9%
DA
608
Dover Advisors
Virginia
$454K
SJL
609
Shayne & Jacobs LLC
Tennessee
$453K
CT
610
Caldwell Trust
Florida
$449K -$5.48K -65 -1%
CI
611
Cigna Investments
Connecticut
$448K
CT
612
Cambridge Trust
Massachusetts
$447K -$5.39K -64 -1%
KWM
613
Kingsview Wealth Management
Oregon
$445K +$11K +131 +3%
GFA
614
Gifford Fong Associates
California
$445K
SOS
615
Silver Oak Securities
Tennessee
$445K +$421K +4,999 New
CIA
616
Choate Investment Advisors
Massachusetts
$445K -$1.94K -23 -0.5%
1SB
617
1ST Source Bank
Indiana
$445K +$1.35K +16 +0.3%
DI
618
DFPG Investments
Utah
$442K +$26.7K +317 +7%
CCA
619
Checchi Capital Advisers
California
$439K +$26.8K +318 +7%
TCM
620
Telos Capital Management
California
$439K -$922K -10,945 -69%
SP
621
Symmetry Partners
Connecticut
$435K
CA
622
Clearstead Advisors
Ohio
$432K +$83.5K +991 +26%
TBA
623
Tower Bridge Advisors
Pennsylvania
$432K -$144K -1,707 -26%
EM
624
Excalibur Management
Massachusetts
$429K -$14.5K -172 -3%
BP
625
Ballentine Partners
Massachusetts
$428K +$23.5K +279 +6%