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Otis Worldwide

1,091 hedge funds and large institutions have $28.7B invested in Otis Worldwide in 2023 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 352 increasing their positions, 400 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,091
Holders Change
-27
Holders Change %
-2.42%
% of All Funds
17.39%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.11%
New
83
Increased
352
Reduced
400
Closed
93
Calls
$112M
Puts
$39.1M
Net Calls
+$72.8M
Net Calls Change
-$22.4M
Name Holding Trade Value Shares
Change
Shares
Change %
GI
601
GAMCO Investors
Connecticut
$429K -$116K -1,450 -21%
FCH
602
Freestone Capital Holdings
Washington
$428K -$9.88K -123 -2%
MA
603
Mutual Advisors
Nebraska
$427K -$1.37K -17 -0.3%
CG
604
Caprock Group
Idaho
$425K -$10K -125 -2%
GC
605
Grimes & Company
Massachusetts
$422K +$1.85K +23 +0.4%
CIA
606
Choate Investment Advisors
Massachusetts
$420K +$18.7K +233 +5%
LC
607
Lindbrook Capital
California
$416K +$80 +1 +0%
BSA
608
Bull Street Advisors
Georgia
$416K
PSP
609
Principal Street Partners
Tennessee
$415K +$208K +2,585 +100%
SOS
610
Silver Oak Securities
Tennessee
$415K +$13.1K +163 +3%
NIM
611
NEOS Investment Management
Connecticut
$414K +$414K +5,150 New
AMIM
612
Aull & Monroe Investment Management
Alabama
$410K -$6.91K -86 -2%
MYLI
613
Meiji Yasuda Life Insurance
Japan
$409K +$409K +5,090 New
SJL
614
Shayne & Jacobs LLC
Tennessee
$409K
TTWM
615
TCV Trust & Wealth Management
Virginia
$405K +$21.7K +270 +6%
VCA
616
Verdence Capital Advisors
Maryland
$403K +$19.3K +240 +5%
BB
617
Busey Bank
Illinois
$403K -$25.1K -313 -6%
GFA
618
Gifford Fong Associates
California
$402K
P
619
Pitcairn
Pennsylvania
$401K +$29K +361 +8%
CT
620
Cambridge Trust
Massachusetts
$401K -$2.89K -36 -0.7%
MPW
621
Monterey Private Wealth
California
$400K -$13.3K -166 -3%
VSQM
622
V-Square Quantitative Management
Illinois
$399K +$195K +2,430 +96%
TBA
623
Tower Bridge Advisors
Pennsylvania
$398K +$8.59K +107 +2%
CSPIA
624
Cary Street Partners Investment Advisory
Virginia
$395K +$19.4K +242 +5%
SP
625
Symmetry Partners
Connecticut
$393K