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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 %
GVAG
751
Great Valley Advisor Group
Delaware
$285K +$20K +224 +8%
DLA
752
Douglas Lane & Associates
New York
$285K
MPIA
753
Mountain Pacific Investment Advisers
Idaho
$283K
IFAM
754
Institutional & Family Asset Management
Colorado
$283K
MWM
755
Meridian Wealth Management
Kentucky
$281K +$626 +7 +0.2%
RAM
756
Ramirez Asset Management
New York
$279K
CGL
757
Clarius Group LLC
Washington
$279K -$28.5K -318 -9%
TIA
758
Tiemann Investment Advisors
California
$277K
WB
759
Webster Bank
Connecticut
$277K -$716 -8 -0.3%
FB
760
Fulton Bank
Pennsylvania
$274K -$42.9K -479 -14%
SPC
761
Sigma Planning Corp
Michigan
$274K -$101K -1,127 -27%
JLBC
762
J.L. Bainbridge & Co
Florida
$274K -$5.82K -65 -2%
DJSG
763
D.J. St. Germain
Massachusetts
$273K -$2.68K -30 -1%
SYBT
764
Stock Yards Bank & Trust
Kentucky
$273K -$65.6K -733 -19%
RP
765
Riverwater Partners
Wisconsin
$271K -$21.3K -238 -7%
VAS
766
Vestmark Advisory Solutions
Massachusetts
$271K -$5.28K -59 -2%
ASN
767
Advisory Services Network
Georgia
$271K -$45.9K -513 -15%
FFM
768
Forum Financial Management
Illinois
$270K -$40.5K -453 -13%
ST
769
Spinnaker Trust
Maine
$269K -$32.7K -365 -11%
LI
770
LMCG Investments
Massachusetts
$269K -$179 -2 -0.1%
BL
771
Bleichroeder LP
New York
$268K
SFM
772
Systematic Financial Management
New Jersey
$268K
ESB
773
Essex Savings Bank
Connecticut
$268K
SAM
774
S.A. Mason
Michigan
$267K -$1.07K -12 -0.4%
JMFC
775
J.M. Forbes & Co
Massachusetts
$266K