OTIS icon

Otis Worldwide

1,216 hedge funds and large institutions have $33.6B invested in Otis Worldwide in 2024 Q4 according to their latest regulatory filings, with 153 funds opening new positions, 379 increasing their positions, 416 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,216
Holders Change
+28
Holders Change %
+2.36%
% of All Funds
16.19%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
153
Increased
379
Reduced
416
Closed
107
Calls
$186M
Puts
$54.1M
Net Calls
+$132M
Net Calls Change
+$61.7M
Name Holding Trade Value Shares
Change
Shares
Change %
FNFDCM
601
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$543K -$15.9K -172 -3%
QWP
602
Quotient Wealth Partners
Texas
$541K +$13K +140 +2%
MSCM
603
McElhenny Sheffield Capital Management
Texas
$537K +$537K +5,802 New
BT
604
Banque Transatlantique
France
$534K +$534K +5,798 New
CAM
605
Cacti Asset Management
Georgia
$534K -$3.02M -32,639 -85%
GPA
606
Garrison Point Advisors
California
$532K
HIC
607
Holderness Investments Company
North Carolina
$530K -$1.85K -20 -0.3%
S
608
SignatureFD
Georgia
$528K +$66.5K +718 +14%
QI
609
Qtron Investments
Massachusetts
$526K +$111K +1,202 +27%
SG
610
StoneX Group
New York
$524K +$524K +5,657 New
BSA
611
Bull Street Advisors
Georgia
$522K
SCM
612
Stevens Capital Management
Pennsylvania
$522K +$522K +5,633 New
ISL
613
Ingalls & Snyder LLC
New York
$516K -$463 -5 -0.1%
BP
614
Ballentine Partners
Massachusetts
$513K +$27K +292 +6%
WDA
615
Wendell David Associates
New Hampshire
$509K -$2.32K -25 -0.5%
SIM
616
Sentry Investment Management
Wisconsin
$502K -$81.7K -882 -14%
MAMG
617
Milestone Asset Management Group
Connecticut
$495K +$495K +5,348 New
LGF
618
LGT Group Foundation
Liechtenstein
$491K -$19.4K -210 -4%
FCH
619
Freestone Capital Holdings
Washington
$491K
IAS
620
Investment Advisory Services
Texas
$485K -$5.84K -63 -1%
GWP
621
Gateway Wealth Partners
Wisconsin
$485K +$485K +5,240 New
LNWWM
622
Laird Norton Wetherby Wealth Management
California
$482K -$21.7K -234 -4%
MNBTD
623
Moody National Bank Trust Division
Texas
$482K -$32.3K -349 -6%
PIM
624
Penobscot Investment Management
Massachusetts
$481K -$83.8K -905 -15%
HH
625
Hilltop Holdings
Texas
$478K +$145K +1,564 +43%