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Otis Worldwide

1,118 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, 332 increasing their positions, 441 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,118
Holders Change
+24
Holders Change %
+2.19%
% 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
332
Reduced
441
Closed
65
Calls
$193M
Puts
$98.1M
Net Calls
+$95.2M
Net Calls Change
+$151M
Name Holding Trade Value Shares
Change
Shares
Change %
DWM
726
Defined Wealth Management
Oregon
$295K +$178 +2 +0.1%
FL
727
Fort LP
Maryland
$295K -$42.4K -476 -13%
GVAG
728
Great Valley Advisor Group
Delaware
$292K -$21.4K -241 -7%
BWAM
729
Boyd Watterson Asset Management
Ohio
$292K -$1.07K -12 -0.4%
WB
730
Webster Bank
Connecticut
$289K -$5.43K -61 -2%
GWM
731
GSB Wealth Management
Connecticut
$287K +$287K +3,229 New
SNB
732
Security National Bank
Nebraska
$287K
ST
733
Spinnaker Trust
Maine
$287K +$32.5K +365 +13%
Verition Fund Management
734
Verition Fund Management
Connecticut
$287K -$4.61M -51,777 -94%
FNT
735
First National Trust
Pennsylvania
$286K -$11.5K -129 -4%
FMLI
736
Fukoku Mutual Life Insurance
Japan
$284K -$33.2K -373 -10%
MWM
737
Meridian Wealth Management
Kentucky
$284K +$89 +1 +0%
LBC
738
Lowe Brockenbrough & Co
Virginia
$282K
MPIA
739
Mountain Pacific Investment Advisers
Idaho
$281K -$13.4K -150 -5%
IFAM
740
Institutional & Family Asset Management
Colorado
$281K
ASN
741
Advisory Services Network
Georgia
$280K +$17.1K +192 +7%
QCG
742
Quadrant Capital Group
Ohio
$278K -$2.14K -24 -0.8%
JLBC
743
J.L. Bainbridge & Co
Florida
$277K +$1.07K +12 +0.4%
HW
744
Hancock Whitney
Mississippi
$276K +$20K +225 +8%
TIA
745
Tiemann Investment Advisors
California
$276K
SIG
746
Sky Investment Group
Connecticut
$272K -$55.7K -626 -17%
MC
747
Machina Capital
France
$271K -$378K -4,246 -58%
CAG
748
Crestwood Advisors Group
Massachusetts
$269K -$16.6K -186 -6%
NECFA
749
New England Capital Financial Advisors
Connecticut
$269K -$3.12K -35 -1%
MC
750
Middleton & Co
Massachusetts
$269K -$184K -2,069 -41%