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Otis Worldwide

1,182 hedge funds and large institutions have $33B invested in Otis Worldwide in 2023 Q4 according to their latest regulatory filings, with 161 funds opening new positions, 323 increasing their positions, 477 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,182
Holders Change
+91
Holders Change %
+8.34%
% of All Funds
17.33%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
161
Increased
323
Reduced
477
Closed
57
Calls
$127M
Puts
$45.6M
Net Calls
+$81.1M
Net Calls Change
+$8.25M
Name Holding Trade Value Shares
Change
Shares
Change %
MFIM
601
Mesirow Financial Investment Management
Illinois
$484K +$484K +5,410 New
CT
602
Cambridge Trust
Massachusetts
$482K +$35.4K +396 +8%
MA
603
Mutual Advisors
Nebraska
$481K +$5.19K +58 +1%
WSTAM
604
Wilbanks Smith & Thomas Asset Management
Virginia
$480K
NAM
605
NorthCrest Asset Manangement
Minnesota
$476K -$5.82K -65 -1%
FCH
606
Freestone Capital Holdings
Washington
$476K -$447 -5 -0.1%
VBCG
607
Valley Brook Capital Group
Pennsylvania
$476K -$36.9K -412 -7%
LNC
608
Lincoln National Corp
Pennsylvania
$470K +$121K +1,347 +34%
PIM
609
Penobscot Investment Management
Massachusetts
$463K +$29.7K +332 +7%
BSA
610
Bull Street Advisors
Georgia
$463K
GC
611
Grimes & Company
Massachusetts
$460K -$9.57K -107 -2%
UB
612
UMB Bank
Missouri
$460K -$21.9K -245 -5%
TPI
613
Trust Point Inc
Wisconsin
$459K +$459K +5,125 New
OL
614
Optas LLC
Texas
$453K -$216K -2,414 -32%
Simplex Trading
615
Simplex Trading
Illinois
$452K +$153K +1,709 +51%
JWCA
616
J.W. Cole Advisors
Florida
$452K +$48.8K +546 +12%
MAS
617
Meeder Advisory Services
Ohio
$451K +$44.2K +494 +11%
SOS
618
Silver Oak Securities
Tennessee
$449K -$13.2K -148 -3%
GFA
619
Gifford Fong Associates
California
$447K
DT
620
Diversified Trust
Tennessee
$447K -$4.52M -50,559 -91%
BHWM
621
Bar Harbor Wealth Management
New Hampshire
$446K +$17.9K +200 +4%
TTWM
622
TCV Trust & Wealth Management
Virginia
$446K -$4.92K -55 -1%
P
623
Pitcairn
Pennsylvania
$445K -$2.06K -23 -0.5%
TBA
624
Tower Bridge Advisors
Pennsylvania
$444K
MPW
625
Monterey Private Wealth
California
$441K -$3.67K -41 -0.8%