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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
LNC
651
Lincoln National Corp
Pennsylvania
$401K -$7.67K -91 -2%
EWA
652
Exencial Wealth Advisors
Oklahoma
$397K -$41.5K -493 -10%
CI
653
CX Institutional
Indiana
$396K +$11.4K +135 +3%
S
654
SignatureFD
Georgia
$395K -$8.43K -100 -2%
FCCM
655
First City Capital Management
Georgia
$394K -$4.21K -50 -1%
WS
656
Wedbush Securities
California
$393K -$4.55K -54 -1%
CCB
657
Country Club Bank
Missouri
$392K -$15.6K -185 -4%
MYAM
658
Meiji Yasuda Asset Management
Japan
$390K -$11.8K -140 -3%
QT
659
Quantamental Technologies
New York
$389K +$368K +4,371 New
RWM
660
Ritholtz Wealth Management
New York
$385K +$56.9K +675 +18%
WT
661
Washington Trust
Rhode Island
$385K -$14.7K -175 -4%
FM
662
Foster & Motley
Ohio
$385K -$29.3K -348 -7%
SACTSONJ
663
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$383K
ALAM
664
Asahi Life Asset Management
Japan
$383K +$362K +4,300 New
DMC
665
Drexel Morgan & Co
Pennsylvania
$382K
FLPIM
666
F.L. Putnam Investment Management
Massachusetts
$380K +$39.6K +470 +12%
RIL
667
Rothschild Investment LLC
Illinois
$380K +$80.3K +953 +29%
FWTB
668
First Western Trust Bank
Colorado
$379K -$168 -2 -0%
ILI
669
Invesco LLC (Illinois)
Illinois
$378K +$358K +4,251 New
BTW
670
Boston Trust Walden
Massachusetts
$378K
CGL
671
Clarius Group LLC
Washington
$377K +$12.4K +147 +4%
EHC
672
Everett Harris & Co
California
$376K
TAM
673
Tucker Asset Management
Colorado
$373K
HSA
674
HBK Sorce Advisory
Pennsylvania
$372K +$3.62K +43 +1%
BFA
675
Bragg Financial Advisors
North Carolina
$370K