We are live on ! Find out more
OTIS icon

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
CAG
751
Crestwood Advisors Group
Massachusetts
$269K -$15.7K -186 -6%
NECFA
752
New England Capital Financial Advisors
Connecticut
$269K -$2.95K -35 -1%
MC
753
Middleton & Co
Massachusetts
$269K -$174K -2,069 -41%
Capstone Investment Advisors
754
Capstone Investment Advisors
New York
$268K +$150K +1,783 +145%
LI
755
LMCG Investments
Massachusetts
$268K -$84 -1 -0%
FCP
756
Fidelis Capital Partners
Florida
$267K +$8.17K +97 +3%
HCM
757
Howland Capital Management
Massachusetts
$267K
BL
758
Bleichroeder LP
New York
$267K
GPI
759
General Partner Inc
Pennsylvania
$267K
SLT
760
St Louis Trust
Missouri
$267K
SFM
761
Systematic Financial Management
New Jersey
$267K
UM
762
UniSuper Management
Australia
$267K +$253K +3,000 New
PI
763
PFS Investments
Georgia
$266K +$28.7K +341 +13%
JMFC
764
J.M. Forbes & Co
Massachusetts
$265K -$421 -5 -0.2%
LCM
765
LCM Capital Management
Illinois
$265K -$758 -9 -0.3%
EST
766
EA Series Trust
Pennsylvania
$263K +$249K +2,950 New
EF
767
Empowered Funds
Pennsylvania
$263K +$249K +2,950 New
CPA
768
Court Place Advisors
Maryland
$261K -$4.89K -58 -2%
DJSG
769
D.J. St. Germain
Massachusetts
$260K +$247K +2,926 New
CWM
770
Calamos Wealth Management
Illinois
$260K +$421 +5 +0.2%
KTC
771
Kistler-Tiffany Companies
Pennsylvania
$260K +$84 +1 +0%
SAM
772
S.A. Mason
Michigan
$259K
SWMP
773
Signature Wealth Management Partners
New Jersey
$259K
ESB
774
Essex Savings Bank
Connecticut
$259K +$8.43K +100 +4%
GW
775
GW & Wade
Massachusetts
$259K -$84 -1 -0%