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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 %
PIM
626
Penobscot Investment Management
Massachusetts
$389K +$94.4K +1,176 +32%
EM
627
Excalibur Management
Massachusetts
$387K
SWM
628
SeaCrest Wealth Management
New York
$385K +$4.02K +50 +1%
CCA
629
Checchi Capital Advisers
California
$385K -$11.5K -143 -3%
BHWM
630
Bar Harbor Wealth Management
New Hampshire
$384K
SW
631
SVB Wealth
Massachusetts
$380K -$69.3K -863 -15%
SFG
632
Sovereign Financial Group
Connecticut
$379K -$137K -1,703 -27%
PA
633
Profund Advisors
Maryland
$378K -$8.03K -100 -2%
S
634
SignatureFD
Georgia
$378K +$21.4K +267 +6%
GA
635
Geller Advisors
New York
$375K +$375K +4,666 New
VA
636
Vident Advisory
Georgia
$374K +$374K +4,651 New
1SB
637
1ST Source Bank
Indiana
$370K -$31.1K -387 -8%
DA
638
Dover Advisors
Virginia
$370K -$40.2K -500 -10%
SIA
639
Schechter Investment Advisors
Michigan
$369K -$6.35K -79 -2%
WANY
640
Wealthspire Advisors (New York)
New York
$368K +$3.69K +46 +1%
PCM
641
Pointe Capital Management
Michigan
$367K
CWP
642
Core Wealth Partners
California
$367K +$367K +4,570 New
TCM
643
Telos Capital Management
California
$367K -$28.9K -360 -7%
A
644
AustralianSuper
Australia
$366K
MAS
645
Meeder Advisory Services
Ohio
$365K -$83.1K -1,035 -19%
BMO
646
Beck Mack & Oliver
New York
$365K
KIA
647
Kraematon Investment Advisors
Massachusetts
$364K +$883 +11 +0.2%
JWCA
648
J.W. Cole Advisors
Florida
$361K -$883 -11 -0.2%
WSFS
649
Wilmington Savings Fund Society
Delaware
$361K -$72.3K -900 -17%
WS
650
Wedbush Securities
California
$360K +$5.85K +73 +2%