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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 %
RI
626
Ridgewood Investments
New Jersey
$475K +$144K +1,558 +44%
VBCG
627
Valley Brook Capital Group
Pennsylvania
$474K
SOS
628
Silver Oak Securities
Tennessee
$472K -$72.2K -780 -13%
CCA
629
Checchi Capital Advisers
California
$469K +$2.87K +31 +0.6%
BRWA
630
B. Riley Wealth Advisors
Florida
$464K -$153K -1,652 -25%
CHC
631
City Holding Co
West Virginia
$463K +$33.1K +357 +8%
ACA
632
Aptus Capital Advisors
Alabama
$460K +$30.2K +326 +7%
EHC
633
Everett Harris & Co
California
$460K
FWTB
634
First Western Trust Bank
Colorado
$458K +$109K +1,180 +31%
MA
635
Montag & Associates
Georgia
$458K -$61.8K -667 -12%
GS
636
GWN Securities
Florida
$457K +$457K +4,726 New
UB
637
UMB Bank
Missouri
$456K +$12.7K +137 +3%
MC
638
Moors & Cabot
Massachusetts
$456K -$6.39K -69 -1%
PCIA
639
Prime Capital Investment Advisors
Kansas
$456K +$5.65K +61 +1%
CSP
640
Cary Street Partners
Virginia
$454K +$454K +4,902 New
BAAM
641
Baker Avenue Asset Management
California
$454K +$1.57K +17 +0.3%
IWM
642
IHT Wealth Management
Illinois
$441K -$64.6K -698 -13%
SI
643
Stephens Inc
Arkansas
$438K -$20.8K -225 -5%
TTWM
644
TCV Trust & Wealth Management
Virginia
$430K -$4.72K -51 -1%
GC
645
Grimes & Company
Massachusetts
$428K -$93.4K -1,009 -18%
Twin Tree Management
646
Twin Tree Management
Texas
$425K +$425K +4,593 New
TWC
647
TD Waterhouse Canada
Ontario, Canada
$425K
CWP
648
Core Wealth Partners
California
$423K
SFG
649
Sovereign Financial Group
Connecticut
$423K -$6.21K -67 -1%
RCM
650
Radnor Capital Management
Pennsylvania
$422K -$20.8K -224 -5%