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Otis Worldwide

1,182 hedge funds and large institutions have $33B invested in Otis Worldwide in 2023 Q4 according to their latest regulatory filings, with 161 funds opening new positions, 323 increasing their positions, 477 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,182
Holders Change
+91
Holders Change %
+8.34%
% of All Funds
17.33%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
161
Increased
323
Reduced
477
Closed
57
Calls
$127M
Puts
$45.6M
Net Calls
+$81.1M
Net Calls Change
+$8.25M
Name Holding Trade Value Shares
Change
Shares
Change %
CA
651
Clearstead Advisors
Ohio
$404K -$545K -6,097 -57%
Balyasny Asset Management
652
Balyasny Asset Management
Illinois
$404K -$150K -1,680 -27%
EWA
653
Exencial Wealth Advisors
Oklahoma
$399K +$14K +156 +4%
EWA
654
EP Wealth Advisors
California
$396K +$18.6K +208 +5%
BF
655
BOK Financial
Oklahoma
$396K -$256K -2,858 -39%
GA
656
Geller Advisors
New York
$394K -$23.4K -261 -6%
WANY
657
Wealthspire Advisors (New York)
New York
$394K -$15.8K -177 -4%
SWM
658
SeaCrest Wealth Management
New York
$391K -$27.7K -317 -7%
WBC
659
Westpac Banking Corp
Australia
$390K -$610K -6,818 -61%
PCM
660
Pointe Capital Management
Michigan
$387K -$22.4K -250 -5%
LGF
661
LGT Group Foundation
Liechtenstein
$387K +$387K +4,316 New
EF
662
Empowered Funds
Pennsylvania
$387K +$71.8K +802 +23%
SACTSONJ
663
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$385K
CI
664
Cigna Investments
Connecticut
$384K -$11.9K -133 -3%
DMC
665
Drexel Morgan & Co
Pennsylvania
$384K
TC
666
TownSquare Capital
Utah
$383K +$383K +4,282 New
KIA
667
Kraematon Investment Advisors
Massachusetts
$380K -$26.2K -293 -6%
WPW
668
Waldron Private Wealth
Pennsylvania
$378K +$31.5K +352 +9%
EHC
669
Everett Harris & Co
California
$377K
BTW
670
Boston Trust Walden
Massachusetts
$376K -$4.47K -50 -1%
TAM
671
Tucker Asset Management
Colorado
$374K -$895 -10 -0.2%
BP
672
Ballentine Partners
Massachusetts
$371K -$137K -1,530 -27%
SCM
673
Schnieders Capital Management
California
$371K -$123K -1,378 -25%
SWM
674
Shakespeare Wealth Management
Wisconsin
$371K -$805 -9 -0.2%
AWM
675
Axxcess Wealth Management
California
$371K +$371K +4,142 New