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Otis Worldwide

1,118 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, 332 increasing their positions, 441 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,118
Holders Change
+24
Holders Change %
+2.19%
% 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
332
Reduced
441
Closed
65
Calls
$193M
Puts
$98.1M
Net Calls
+$95.2M
Net Calls Change
+$151M
Name Holding Trade Value Shares
Change
Shares
Change %
TCPWM
676
Traverso Chambers Private Wealth Management
California
$364K
EWA
677
EP Wealth Advisors
California
$363K +$324K +9,846 +837%
PL
678
Perpetual Ltd
Australia
$361K -$1.14M -12,835 -76%
SPC
679
Sigma Planning Corp
Michigan
$360K -$40.1K -450 -10%
DCM
680
Donaldson Capital Management
Indiana
$360K -$33.9K -381 -9%
AP
681
Atwood & Palmer
Missouri
$358K +$17.8K +200 +5%
AWM
682
Aberdeen Wealth Management
Illinois
$354K
SBH
683
Segall Bryant & Hamill
Illinois
$353K -$52K -584 -13%
CCT
684
Chemung Canal Trust
New York
$350K -$36.6K -411 -9%
CWM
685
Concentric Wealth Management
California
$350K -$13.4K -150 -4%
GFS
686
GYL Financial Synergies
Connecticut
$348K -$14.2K -160 -4%
GL
687
Graypoint LLC
New York
$348K -$56K -629 -14%
SVWAG
688
Sound View Wealth Advisors Group
Georgia
$347K -$37.2K -418 -10%
RCA
689
Resonant Capital Advisors
Wisconsin
$344K +$1.07K +12 +0.3%
FB
690
Fulton Bank
Pennsylvania
$344K -$5.16K -58 -1%
CT
691
Chicago Trust
Illinois
$342K -$1.51K -17 -0.4%
PP
692
Patten & Patten
Tennessee
$342K
IF
693
Intrua Financial
Texas
$340K +$88.2K +991 +35%
FAG
694
Financial Advisory Group
Texas
$339K -$13.4K -150 -4%
CTA
695
Colonial Trust Advisors
South Carolina
$337K -$10.7K -120 -3%
CC
696
Courier Capital
New York
$337K -$88.5K -994 -21%
ACIM
697
Azimuth Capital Investment Management
Michigan
$333K
NB
698
Northwest Bancshares
Pennsylvania
$333K
AF
699
Allworth Financial
California
$331K -$9.52K -107 -3%
NAM
700
NTV Asset Management
West Virginia
$329K -$21.5K -242 -6%