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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
NB
701
Northwest Bancshares
Pennsylvania
$333K
AF
702
Allworth Financial
California
$331K -$9.02K -107 -3%
NAM
703
NTV Asset Management
West Virginia
$329K -$20.4K -242 -6%
SYBT
704
Stock Yards Bank & Trust
Kentucky
$329K
EFSCE
705
Enterprise Financial Services Corp (EFSC)
Missouri
$328K -$10.3K -122 -3%
CHC
706
City Holding Co
West Virginia
$328K -$10.7K -127 -3%
MP
707
McDonald Partners
Ohio
$327K -$25.4K -301 -8%
PIM
708
Penobscot Investment Management
Massachusetts
$326K -$13.5K -160 -4%
FHA
709
Flagship Harbor Advisors
Massachusetts
$322K -$56.4K -669 -16%
FIM
710
Fruth Investment Management
Texas
$322K
WTA
711
Washington Trust Advisors
Massachusetts
$322K
SC
712
SouthState Corp
Florida
$320K -$11.4K -135 -4%
PCM
713
Prelude Capital Management
New York
$319K -$71.9K -853 -19%
BIA
714
Bell Investment Advisors
California
$316K -$927 -11 -0.3%
PWMAG
715
Pinnacle Wealth Management Advisory Group
New Jersey
$316K -$4.21K -50 -1%
KIA
716
KCM Investment Advisors
California
$312K -$55K -653 -16%
TH
717
TCTC Holdings
Texas
$312K
SFI
718
Siemens Fonds Invest
Germany
$311K
NW
719
NewEdge Wealth
Pennsylvania
$311K +$294K +3,495 New
FFM
720
Forum Financial Management
Illinois
$309K +$36K +427 +14%
Members Trust
721
Members Trust
Florida
$306K +$289K +3,433 New
BFS
722
Bard Financial Services
Connecticut
$304K -$10.5K -125 -4%
LRPA
723
L. Roy Papp & Associates
Arizona
$304K -$77.3K -917 -21%
MYIA
724
Mount Yale Investment Advisors
Colorado
$304K +$758 +9 +0.3%
FNB
725
Farmers National Bank
Kentucky
$302K -$2.19K -26 -0.8%