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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 %
TTWM
626
TCV Trust & Wealth Management
Virginia
$425K -$10.7K -120 -2%
TWC
627
TD Waterhouse Canada
Ontario, Canada
$424K -$26K -290 -6%
GIA
628
GHP Investment Advisors
Colorado
$423K -$61.1K -699 -13%
Federated Hermes
629
Federated Hermes
Pennsylvania
$422K -$219K -2,456 -34%
SWM
630
SeaCrest Wealth Management
New York
$422K +$979 +11 +0.2%
VFA
631
Valeo Financial Advisors
Indiana
$422K +$28K +315 +7%
PCM
632
Penserra Capital Management
California
$420K +$224K +2,528 +114%
CSPIA
633
Cary Street Partners Investment Advisory
Virginia
$417K
SIA
634
Schechter Investment Advisors
Michigan
$416K -$65.9K -740 -14%
QPBE
635
Quintet Private Bank (Europe)
Luxembourg
$415K +$253K +2,861 +157%
CLOS
636
Compagnie Lombard Odier SCmA
Switzerland
$414K +$198K +2,230 +92%
P
637
Pitcairn
Pennsylvania
$412K -$18.2K -204 -4%
AAM
638
Advisors Asset Management
Colorado
$408K +$40.5K +455 +11%
PCM
639
Pointe Capital Management
Michigan
$407K
AWM
640
Apollon Wealth Management
South Carolina
$407K -$59.7K -671 -13%
A
641
AustralianSuper
Australia
$406K -$23.9M -268,346 -98%
TC
642
TownSquare Capital
Utah
$405K +$23.7K +266 +6%
WPW
643
Waldron Private Wealth
Pennsylvania
$405K -$40.1K -450 -9%
BMO
644
Beck Mack & Oliver
New York
$405K -$2.23K -25 -0.5%
WANY
645
Wealthspire Advisors (New York)
New York
$403K -$1.6K -18 -0.4%
KIA
646
Kraematon Investment Advisors
Massachusetts
$403K -$27.8K -312 -6%
JWCA
647
J.W. Cole Advisors
Florida
$402K -$23.2K -261 -5%
LNC
648
Lincoln National Corp
Pennsylvania
$401K -$8.1K -91 -2%
EWA
649
Exencial Wealth Advisors
Oklahoma
$397K -$43.9K -493 -10%
CI
650
CX Institutional
Indiana
$396K +$12K +135 +3%