OTIS icon

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 %
EP
726
Essential Planning
New Hampshire
$326K +$326K +3,250 New
NB
727
Northwest Bancshares
Pennsylvania
$325K
FAFN
728
First Affirmative Financial Network
Colorado
$324K +$6.76K +73 +2%
ESB
729
Essex Savings Bank
Connecticut
$321K
PWMAG
730
Pinnacle Wealth Management Advisory Group
New Jersey
$321K
AA
731
Addison Advisors
Vermont
$321K -$93 -1 -0%
RCA
732
Resonant Capital Advisors
Wisconsin
$320K +$9.72K +105 +3%
FNB
733
Farmers National Bank
Kentucky
$318K +$318K +3,429 New
CT
734
Chicago Trust
Illinois
$317K +$69.5K +750 +28%
MG
735
Mather Group
Illinois
$316K +$3.7K +40 +1%
FIM
736
Fruth Investment Management
Texas
$315K
VFA
737
Values First Advisors
Tennessee
$313K +$160K +1,727 +104%
NAM
738
NTV Asset Management
West Virginia
$311K -$4.63K -50 -1%
TBA
739
Tower Bridge Advisors
Pennsylvania
$310K -$10.4K -112 -3%
DWM
740
Defined Wealth Management
Oregon
$310K +$185 +2 +0.1%
PI
741
PFG Investments
New York
$309K +$12.1K +131 +4%
AWM
742
Axxcess Wealth Management
California
$308K -$5.28K -57 -2%
NW
743
NewEdge Wealth
Pennsylvania
$307K +$12.8K +138 +4%
FCBT
744
First Citizens Bank & Trust
North Carolina
$307K +$1.11K +12 +0.4%
IF
745
Intrua Financial
Texas
$306K -$22.7K -245 -7%
ONB
746
Old National Bancorp
Indiana
$306K -$24.7K -267 -7%
TH
747
TCTC Holdings
Texas
$301K
CCB
748
Country Club Bank
Missouri
$299K
QL
749
Quarry LP
New York
$298K +$294K +3,179 +7,948%
FLPIM
750
F.L. Putnam Investment Management
Massachusetts
$297K -$16K -173 -5%