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Otis Worldwide

1,123 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, 333 increasing their positions, 445 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

97% more call options, than puts

Call options by funds: $193M | Put options by funds: $98.1M

46% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 65

2% more funds holding

Funds holding: 1,0991,123 (+24)

3% more capital invested

Capital invested by funds: $30.9B → $31.9B (+$1.02B)

10.61% less ownership

Funds ownership: 97.38%86.77% (-11%)

25% less repeat investments, than reductions

Existing positions increased: 333 | Existing positions reduced: 445

29% less funds holding in top 10

Funds holding in top 10: 1410 (-4)

Holders
1,123
Holders Change
+24
Holders Change %
+2.18%
% 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
333
Reduced
445
Closed
65
Calls
$193M
Puts
$98.1M
Net Calls
+$95.2M
Net Calls Change
+$151M
Name Holding Trade Value Shares
Change
Change in
Stake
PA
626
Profund Advisors
Maryland
$428K +$31.6K +375 +8%
BHWM
627
Bar Harbor Wealth Management
New Hampshire
$426K -$19.4K -230 -5%
VCA
628
Verdence Capital Advisors
Maryland
$426K +$21.4K +254 +6%
TTWM
629
TCV Trust & Wealth Management
Virginia
$425K -$10.1K -120 -2%
TWC
630
TD Waterhouse Canada
Ontario, Canada
$424K -$24.4K -290 -6%
GIA
631
GHP Investment Advisors
Colorado
$423K -$58.9K -699 -13%
Federated Hermes
632
Federated Hermes
Pennsylvania
$422K -$207K -2,456 -34%
SWM
633
SeaCrest Wealth Management
New York
$422K +$927 +11 +0.2%
VFA
634
Valeo Financial Advisors
Indiana
$422K +$26.5K +315 +7%
PCM
635
Penserra Capital Management
California
$420K +$213K +2,528 +114%
CSPIA
636
Cary Street Partners Investment Advisory
Virginia
$417K
SIA
637
Schechter Investment Advisors
Michigan
$416K -$62.3K -740 -14%
QPBE
638
Quintet Private Bank (Europe)
Luxembourg
$415K +$241K +2,861 +157%
CLOS
639
Compagnie Lombard Odier SCmA
Switzerland
$414K +$188K +2,230 +92%
P
640
Pitcairn
Pennsylvania
$412K -$17.2K -204 -4%
AAM
641
Advisors Asset Management
Colorado
$408K +$38.3K +455 +11%
PCM
642
Pointe Capital Management
Michigan
$407K
AWM
643
Apollon Wealth Management
South Carolina
$407K -$56.5K -671 -13%
A
644
AustralianSuper
Australia
$406K -$22.6M -268,346 -98%
TC
645
TownSquare Capital
Utah
$405K +$22.4K +266 +6%
WPW
646
Waldron Private Wealth
Pennsylvania
$405K -$37.9K -450 -9%
BMO
647
Beck Mack & Oliver
New York
$405K -$2.11K -25 -0.5%
WANY
648
Wealthspire Advisors (New York)
New York
$403K -$1.52K -18 -0.4%
KIA
649
Kraematon Investment Advisors
Massachusetts
$403K -$26.3K -312 -6%
JWCA
650
J.W. Cole Advisors
Florida
$402K -$22K -261 -5%