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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 %
NAM
701
NorthCrest Asset Manangement
Minnesota
$352K -$122K -1,312 -26%
HL
702
HeadInvest LLC
Maine
$351K -$9.35K -101 -3%
RIL
703
Rothschild Investment LLC
Illinois
$350K +$4.08K +44 +1%
RSWA
704
Robinson Smith Wealth Advisors
Maine
$350K
FRA
705
Frank Rimerman Advisors
California
$349K +$349K +3,773 New
CP
706
Clarendon Private
Massachusetts
$349K +$349K +3,772 New
FM
707
Foster & Motley
Ohio
$346K
GI
708
GAMCO Investors
Connecticut
$345K
FCP
709
Fidelis Capital Partners
Florida
$344K +$7.09K +75 +2%
QEI
710
QSV Equity Investors
Illinois
$343K +$648 +7 +0.2%
GRP
711
Global Retirement Partners
California
$341K -$278 -3 -0.1%
KA
712
Kintegral Advisory
New York
$340K -$15.8K -171 -4%
SW
713
SVB Wealth
Massachusetts
$337K +$337K +3,644 New
CIA
714
Concurrent Investment Advisors
Florida
$337K -$5.37K -58 -2%
BF
715
BOK Financial
Oklahoma
$335K +$908 +10 +0.3%
AWM
716
Aprio Wealth Management
Georgia
$335K +$83K +896 +33%
GWM
717
GSB Wealth Management
Connecticut
$332K +$1.2K +13 +0.4%
AWA
718
Aaron Wealth Advisors
Illinois
$332K +$332K +3,584 New
CFO
719
Callan Family Office
Pennsylvania
$331K +$331K +3,575 New
FFA
720
Fortune Financial Advisors
Kansas
$331K +$463 +5 +0.1%
AWM
721
Aberdeen Wealth Management
Illinois
$331K -$4.63K -50 -1%
BIA
722
Bell Investment Advisors
California
$328K -$4.72K -51 -1%
AP
723
Americana Partners
Texas
$327K
WT
724
Washington Trust
Rhode Island
$327K +$278 +3 +0.1%
PP
725
Patten & Patten
Tennessee
$327K -$926 -10 -0.3%