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Otis Worldwide

1,216 hedge funds and large institutions have $33.6B invested in Otis Worldwide in 2024 Q4 according to their latest regulatory filings, with 153 funds opening new positions, 379 increasing their positions, 416 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,216
Holders Change
+28
Holders Change %
+2.36%
% of All Funds
16.19%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
153
Increased
379
Reduced
416
Closed
107
Calls
$186M
Puts
$54.1M
Net Calls
+$132M
Net Calls Change
+$61.7M
Name Holding Trade Value Shares
Change
Shares
Change %
PA
676
Profund Advisors
Maryland
$392K -$63K -680 -14%
AMIM
677
Aull & Monroe Investment Management
Alabama
$391K -$46.3K -500 -11%
SCM
678
Schnieders Capital Management
California
$390K
BTW
679
Boston Trust Walden
Massachusetts
$389K
BWP
680
BSW Wealth Partners
Colorado
$388K +$19.1K +206 +5%
FHA
681
First Horizon Advisors
Tennessee
$387K +$1.76K +19 +0.5%
IAA
682
Independent Advisor Alliance
North Carolina
$386K +$202K +2,176 +110%
SWM
683
Shakespeare Wealth Management
Wisconsin
$385K
Bank Julius Baer & Co
684
Bank Julius Baer & Co
Switzerland
$384K -$60.7K -594 -14%
SVWAG
685
Sound View Wealth Advisors Group
Georgia
$382K +$17.1K +185 +5%
MAM
686
Mystic Asset Management
Rhode Island
$382K +$382K +4,122 New
CI
687
Cigna Investments
Connecticut
$381K -$4.35K -47 -1%
FG
688
Fiduciary Group
Georgia
$378K
BHWM
689
Bar Harbor Wealth Management
New Hampshire
$374K -$47K -508 -11%
KIA
690
Kraematon Investment Advisors
Massachusetts
$372K +$833 +9 +0.2%
MPW
691
Monterey Private Wealth
California
$371K -$15.5K -167 -4%
KIA
692
Knollwood Investment Advisory
Maryland
$371K
ILI
693
Invesco LLC (Illinois)
Illinois
$369K
AP
694
Atwood & Palmer
Missouri
$369K +$648 +7 +0.2%
QCG
695
Quadrant Capital Group
Ohio
$369K +$926 +10 +0.3%
AIP
696
Ameritas Investment Partners
Nebraska
$360K -$15.3K -165 -4%
RWM
697
Rialto Wealth Management
New York
$360K +$360K +3,889 New
CI
698
CX Institutional
Indiana
$356K +$8.99K +97 +3%
HSA
699
HBK Sorce Advisory
Pennsylvania
$354K +$1.67K +18 +0.5%
WPW
700
Waldron Private Wealth
Pennsylvania
$354K -$73.1K -789 -17%