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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
CCFCSB
726
Cape Cod Five Cents Savings Bank
Massachusetts
$297K
RP
727
Riverwater Partners
Wisconsin
$296K +$1.43K +17 +0.5%
OR
728
Olympiad Research
Connecticut
$296K -$95.8K -1,137 -26%
DWM
729
Defined Wealth Management
Oregon
$295K +$168 +2 +0.1%
FL
730
Fort LP
Maryland
$295K -$40.1K -476 -13%
GVAG
731
Great Valley Advisor Group
Delaware
$292K -$20.3K -241 -7%
BWAM
732
Boyd Watterson Asset Management
Ohio
$292K -$1.01K -12 -0.4%
WB
733
Webster Bank
Connecticut
$289K -$5.14K -61 -2%
GWM
734
GSB Wealth Management
Connecticut
$287K +$272K +3,229 New
SNB
735
Security National Bank
Nebraska
$287K
ST
736
Spinnaker Trust
Maine
$287K +$30.8K +365 +13%
Verition Fund Management
737
Verition Fund Management
Connecticut
$287K -$4.36M -51,777 -94%
FNT
738
First National Trust
Pennsylvania
$286K -$10.9K -129 -4%
FMLI
739
Fukoku Mutual Life Insurance
Japan
$284K -$31.4K -373 -10%
MWM
740
Meridian Wealth Management
Kentucky
$284K +$84 +1 +0%
LBC
741
Lowe Brockenbrough & Co
Virginia
$282K
MPIA
742
Mountain Pacific Investment Advisers
Idaho
$281K -$12.6K -150 -5%
IFAM
743
Institutional & Family Asset Management
Colorado
$281K
ASN
744
Advisory Services Network
Georgia
$280K +$16.2K +192 +7%
QCG
745
Quadrant Capital Group
Ohio
$278K -$2.02K -24 -0.8%
JLBC
746
J.L. Bainbridge & Co
Florida
$277K +$1.01K +12 +0.4%
HW
747
Hancock Whitney
Mississippi
$276K +$19K +225 +8%
TIA
748
Tiemann Investment Advisors
California
$276K
SIG
749
Sky Investment Group
Connecticut
$272K -$52.7K -626 -17%
MC
750
Machina Capital
France
$271K -$358K -4,246 -58%