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Otis Worldwide

1,182 hedge funds and large institutions have $33B invested in Otis Worldwide in 2023 Q4 according to their latest regulatory filings, with 161 funds opening new positions, 323 increasing their positions, 477 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,182
Holders Change
+91
Holders Change %
+8.34%
% of All Funds
17.33%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
161
Increased
323
Reduced
477
Closed
57
Calls
$127M
Puts
$45.6M
Net Calls
+$81.1M
Net Calls Change
+$8.25M
Name Holding Trade Value Shares
Change
Shares
Change %
AA
726
Addison Advisors
Vermont
$311K +$57.4K +641 +23%
MP
727
McDonald Partners
Ohio
$310K -$17.3K -193 -5%
FHA
728
Flagship Harbor Advisors
Massachusetts
$309K -$1.25K -14 -0.4%
EFSCE
729
Enterprise Financial Services Corp (EFSC)
Missouri
$308K -$268 -3 -0.1%
Members Trust
730
Members Trust
Florida
$308K
LRPA
731
L. Roy Papp & Associates
Arizona
$307K -$8.86K -99 -3%
BFS
732
Bard Financial Services
Connecticut
$306K
FNB
733
Farmers National Bank
Kentucky
$304K -$537 -6 -0.2%
NAM
734
NTV Asset Management
West Virginia
$303K -$16K -179 -5%
PWMAG
735
Pinnacle Wealth Management Advisory Group
New Jersey
$302K -$14.6K -163 -5%
CF
736
Centaurus Financial
California
$300K +$26.6K +297 +10%
FCP
737
Fidelis Capital Partners
Florida
$299K +$28.7K +321 +11%
DWM
738
Defined Wealth Management
Oregon
$299K +$1.97K +22 +0.7%
DCM
739
Donaldson Capital Management
Indiana
$295K -$31K -346 -9%
KIA
740
KCM Investment Advisors
California
$294K -$7.25K -81 -2%
SLT
741
St Louis Trust
Missouri
$293K +$24.8K +277 +9%
Bank Julius Baer & Co
742
Bank Julius Baer & Co
Switzerland
$292K +$52.2K +583 +22%
BWAM
743
Boyd Watterson Asset Management
Ohio
$291K -$895 -10 -0.3%
GWM
744
GSB Wealth Management
Connecticut
$291K +$268 +3 +0.1%
SC
745
SouthState Corp
Florida
$290K -$16K -179 -5%
SNB
746
Security National Bank
Nebraska
$289K
SWM
747
Scissortail Wealth Management
Oklahoma
$288K +$288K +3,229 New
RCA
748
Resonant Capital Advisors
Wisconsin
$287K +$626 +7 +0.2%
FMLI
749
Fukoku Mutual Life Insurance
Japan
$285K
FHA
750
First Horizon Advisors
Tennessee
$285K +$31.4K +351 +12%