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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 %
TCPWM
676
Traverso Chambers Private Wealth Management
California
$366K
FCCM
677
First City Capital Management
Georgia
$365K -$30.2K -338 -8%
ILI
678
Invesco LLC (Illinois)
Illinois
$364K -$5.82K -65 -2%
IWM
679
IHT Wealth Management
Illinois
$363K -$23K -257 -6%
MIM
680
Meridiem Investment Management
United Kingdom
$362K +$290K +3,245 +406%
CHC
681
City Holding Co
West Virginia
$361K -$25K -280 -6%
AP
682
Atwood & Palmer
Missouri
$360K
GL
683
Graypoint LLC
New York
$359K +$23.4K +261 +7%
AF
684
Allworth Financial
California
$359K -$9.49K -106 -3%
SVWAG
685
Sound View Wealth Advisors Group
Georgia
$357K +$5.64K +63 +2%
AWM
686
Aberdeen Wealth Management
Illinois
$356K
FG
687
Fiduciary Group
Georgia
$354K -$12.3K -137 -3%
FLPIM
688
F.L. Putnam Investment Management
Massachusetts
$353K -$10.6K -118 -3%
FWTB
689
First Western Trust Bank
Colorado
$352K -$13.4K -150 -4%
DA
690
Dover Advisors
Virginia
$350K -$61.7K -690 -15%
RIL
691
Rothschild Investment LLC
Illinois
$346K -$34.4K -385 -9%
GI
692
GAMCO Investors
Connecticut
$344K -$134K -1,500 -28%
PP
693
Patten & Patten
Tennessee
$344K
GIA
694
GHP Investment Advisors
Colorado
$344K -$27.9K -312 -8%
GFS
695
GYL Financial Synergies
Connecticut
$342K -$10.2K -114 -3%
NW
696
NewEdge Wealth
Pennsylvania
$340K -$5.1K -57 -1%
CCT
697
Chemung Canal Trust
New York
$338K -$5.73K -64 -2%
RSWA
698
Robinson Smith Wealth Advisors
Maine
$338K +$338K +3,776 New
CI
699
CX Institutional
Indiana
$337K -$12.4K -139 -4%
ACIM
700
Azimuth Capital Investment Management
Michigan
$337K +$2.33K +26 +0.7%