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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
SWM
676
Shakespeare Wealth Management
Wisconsin
$369K
FFA
677
Fortune Financial Advisors
Kansas
$365K +$346K +4,101 New
FG
678
Fiduciary Group
Georgia
$365K -$24K -285 -7%
TCPWM
679
Traverso Chambers Private Wealth Management
California
$364K
EWA
680
EP Wealth Advisors
California
$363K +$830K +9,846 +837%
PL
681
Perpetual Ltd
Australia
$361K -$1.08M -12,835 -76%
SPC
682
Sigma Planning Corp
Michigan
$360K -$37.9K -450 -10%
DCM
683
Donaldson Capital Management
Indiana
$360K -$32.1K -381 -9%
AP
684
Atwood & Palmer
Missouri
$358K +$16.9K +200 +5%
AWM
685
Aberdeen Wealth Management
Illinois
$354K
SBH
686
Segall Bryant & Hamill
Illinois
$353K -$49.2K -584 -13%
CCT
687
Chemung Canal Trust
New York
$350K -$34.6K -411 -9%
CWM
688
Concentric Wealth Management
California
$350K -$12.6K -150 -4%
GFS
689
GYL Financial Synergies
Connecticut
$348K -$13.5K -160 -4%
GL
690
Graypoint LLC
New York
$348K -$53K -629 -14%
SVWAG
691
Sound View Wealth Advisors Group
Georgia
$347K -$35.2K -418 -10%
RCA
692
Resonant Capital Advisors
Wisconsin
$344K +$1.01K +12 +0.3%
FB
693
Fulton Bank
Pennsylvania
$344K -$4.89K -58 -1%
CT
694
Chicago Trust
Illinois
$342K -$1.43K -17 -0.4%
PP
695
Patten & Patten
Tennessee
$342K
IF
696
Intrua Financial
Texas
$340K +$83.5K +991 +35%
FAG
697
Financial Advisory Group
Texas
$339K -$12.6K -150 -4%
CTA
698
Colonial Trust Advisors
South Carolina
$337K -$10.1K -120 -3%
CC
699
Courier Capital
New York
$337K -$83.7K -994 -21%
ACIM
700
Azimuth Capital Investment Management
Michigan
$333K