OTIS icon

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 %
AMIM
601
Aull & Monroe Investment Management
Alabama
$462K -$1.07K -12 -0.2%
LC
602
Lindbrook Capital
California
$461K -$17.2K -193 -4%
BSA
603
Bull Street Advisors
Georgia
$461K -$1.51K -17 -0.3%
SOW
604
State of Wyoming
Wyoming
$461K +$127K +1,425 +38%
MPW
605
Monterey Private Wealth
California
$458K -$46.4K -521 -9%
DA
606
Dover Advisors
Virginia
$454K
SJL
607
Shayne & Jacobs LLC
Tennessee
$453K
CI
608
Cigna Investments
Connecticut
$448K
CT
609
Cambridge Trust
Massachusetts
$447K -$5.7K -64 -1%
KWM
610
Kingsview Wealth Management
Oregon
$445K +$11.7K +131 +3%
GFA
611
Gifford Fong Associates
California
$445K
SOS
612
Silver Oak Securities
Tennessee
$445K +$445K +4,999 New
CIA
613
Choate Investment Advisors
Massachusetts
$445K -$2.05K -23 -0.5%
1SB
614
1ST Source Bank
Indiana
$445K +$1.42K +16 +0.3%
DI
615
DFPG Investments
Utah
$442K +$27.9K +317 +7%
CCA
616
Checchi Capital Advisers
California
$439K +$28.3K +318 +7%
TCM
617
Telos Capital Management
California
$439K -$974K -10,945 -69%
SP
618
Symmetry Partners
Connecticut
$435K
CA
619
Clearstead Advisors
Ohio
$432K +$88.2K +991 +26%
TBA
620
Tower Bridge Advisors
Pennsylvania
$432K -$152K -1,707 -26%
EM
621
Excalibur Management
Massachusetts
$429K -$15.3K -172 -3%
BP
622
Ballentine Partners
Massachusetts
$428K +$24.8K +279 +6%
PA
623
Profund Advisors
Maryland
$428K +$33.4K +375 +8%
BHWM
624
Bar Harbor Wealth Management
New Hampshire
$426K -$20.5K -230 -5%
VCA
625
Verdence Capital Advisors
Maryland
$426K +$22.6K +254 +6%