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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 %
PCM
651
Penserra Capital Management
California
$358K -$21.4K -267 -6%
BAM
652
Blueshift Asset Management
New Jersey
$355K +$355K +4,424 New
FCCM
653
First City Capital Management
Georgia
$354K -$1.37K -17 -0.4%
CI
654
Cigna Investments
Connecticut
$354K -$49.8K -622 -12%
VFA
655
Valeo Financial Advisors
Indiana
$352K -$28.4K -353 -7%
AWM
656
Apollon Wealth Management
South Carolina
$351K -$16.5K -206 -5%
IWM
657
IHT Wealth Management
Illinois
$347K +$347K +4,319 New
BPWM
658
Badgley Phelps Wealth Managers
Washington
$347K -$404K -5,036 -54%
CHC
659
City Holding Co
West Virginia
$346K +$50.6K +630 +17%
EWA
660
Exencial Wealth Advisors
Oklahoma
$346K -$12.7K -158 -4%
SACTSONJ
661
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$345K
DMC
662
Drexel Morgan & Co
Pennsylvania
$344K
IF
663
Intrua Financial
Texas
$344K +$37.1K +462 +12%
RIL
664
Rothschild Investment LLC
Illinois
$342K -$884 -11 -0.3%
BTW
665
Boston Trust Walden
Massachusetts
$341K
EHC
666
Everett Harris & Co
California
$339K
EWA
667
EP Wealth Advisors
California
$339K -$546K -6,803 -62%
TAM
668
Tucker Asset Management
Colorado
$336K
SPC
669
Sigma Planning Corp
Michigan
$336K +$11.3K +141 +3%
SWM
670
Shakespeare Wealth Management
Wisconsin
$333K
GIA
671
GHP Investment Advisors
Colorado
$332K -$55.4K -692 -14%
ILI
672
Invesco LLC (Illinois)
Illinois
$332K -$9.4K -117 -3%
AF
673
Allworth Financial
California
$330K +$31.2K +388 +10%
FFA
674
Fortune Financial Advisors
Kansas
$330K +$723 +9 +0.2%
FG
675
Fiduciary Group
Georgia
$329K