OTIS icon

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 %
Capstone Investment Advisors
751
Capstone Investment Advisors
New York
$268K +$159K +1,783 +145%
LI
752
LMCG Investments
Massachusetts
$268K -$89 -1 -0%
FCP
753
Fidelis Capital Partners
Florida
$267K +$8.63K +97 +3%
HCM
754
Howland Capital Management
Massachusetts
$267K
SFM
755
Systematic Financial Management
New Jersey
$267K
SLT
756
St Louis Trust
Missouri
$267K
BL
757
Bleichroeder LP
New York
$267K
GPI
758
General Partner Inc
Pennsylvania
$267K
UM
759
UniSuper Management
Australia
$267K +$267K +3,000 New
PI
760
PFS Investments
Georgia
$266K +$30.4K +341 +13%
JMFC
761
J.M. Forbes & Co
Massachusetts
$265K -$445 -5 -0.2%
LCM
762
LCM Capital Management
Illinois
$265K -$801 -9 -0.3%
EST
763
EA Series Trust
Pennsylvania
$263K +$263K +2,950 New
EF
764
Empowered Funds
Pennsylvania
$263K +$263K +2,950 New
CPA
765
Court Place Advisors
Maryland
$261K -$5.16K -58 -2%
DJSG
766
D.J. St. Germain
Massachusetts
$260K +$260K +2,926 New
CWM
767
Calamos Wealth Management
Illinois
$260K +$445 +5 +0.2%
KTC
768
Kistler-Tiffany Companies
Pennsylvania
$260K +$89 +1 +0%
SAM
769
S.A. Mason
Michigan
$259K
SWMP
770
Signature Wealth Management Partners
New Jersey
$259K
ESB
771
Essex Savings Bank
Connecticut
$259K +$8.9K +100 +4%
GW
772
GW & Wade
Massachusetts
$259K -$89 -1 -0%
SCM
773
Shelton Capital Management
Colorado
$255K
AA
774
Ancora Advisors
Ohio
$255K +$89 +1 +0%
RMCM
775
Reynders McVeigh Capital Management
Massachusetts
$255K +$29.7K +333 +13%