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Otis Worldwide

1,188 hedge funds and large institutions have $36.6B invested in Otis Worldwide in 2024 Q3 according to their latest regulatory filings, with 95 funds opening new positions, 351 increasing their positions, 487 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,188
Holders Change
+8
Holders Change %
+0.68%
% of All Funds
17.18%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.12%
New
95
Increased
351
Reduced
487
Closed
73
Calls
$167M
Puts
$97.4M
Net Calls
+$70.1M
Net Calls Change
-$24.6M
Name Holding Trade Value Shares
Change
Shares
Change %
NB
701
Northwest Bancshares
Pennsylvania
$364K -$7.9K -76 -2%
CT
702
ClearAlpha Technologies
Connecticut
$362K -$261K -2,509 -42%
ESB
703
Essex Savings Bank
Connecticut
$360K +$1.66K +16 +0.5%
PWMAG
704
Pinnacle Wealth Management Advisory Group
New Jersey
$360K -$2.5K -24 -0.7%
AA
705
Addison Advisors
Vermont
$360K +$312 +3 +0.1%
TBA
706
Tower Bridge Advisors
Pennsylvania
$359K
MIS
707
Morningstar Investment Services
Illinois
$359K -$19.7K -189 -5%
FAFN
708
First Affirmative Financial Network
Colorado
$356K +$208 +2 +0.1%
NAM
709
NTV Asset Management
West Virginia
$354K
FIM
710
Fruth Investment Management
Texas
$353K -$15.6K -150 -4%
AWM
711
Axxcess Wealth Management
California
$352K -$82.6K -795 -19%
MG
712
Mather Group
Illinois
$351K -$44.5K -428 -11%
FHA
713
Flagship Harbor Advisors
Massachusetts
$350K +$350K +3,367 New
RCA
714
Resonant Capital Advisors
Wisconsin
$348K -$7.9K -76 -2%
DWM
715
Defined Wealth Management
Oregon
$347K -$312 -3 -0.1%
FLPIM
716
F.L. Putnam Investment Management
Massachusetts
$346K +$9.63K +94 +3%
FCBT
717
First Citizens Bank & Trust
North Carolina
$344K -$30.7K -295 -8%
TH
718
TCTC Holdings
Texas
$338K
CCB
719
Country Club Bank
Missouri
$337K -$9.92K -95 -3%
BWAM
720
Boyd Watterson Asset Management
Ohio
$336K -$19.4K -187 -5%
PI
721
PFG Investments
New York
$334K -$6.86K -66 -2%
DCM
722
Donaldson Capital Management
Indiana
$333K -$1.98K -19 -0.6%
TPI
723
Trust Point Inc
Wisconsin
$332K -$1.98K -19 -0.6%
NW
724
NewEdge Wealth
Pennsylvania
$331K -$35.1K -338 -10%
MWM
725
Mission Wealth Management
California
$331K -$2.18K -21 -0.7%