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Otis Worldwide

1,188 hedge funds and large institutions have $36.6B invested in Otis Worldwide in 2024 Q3 according to their latest regulatory filings, with 95 funds opening new positions, 351 increasing their positions, 487 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,188
Holders Change
+8
Holders Change %
+0.68%
% of All Funds
17.18%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.12%
New
95
Increased
351
Reduced
487
Closed
73
Calls
$167M
Puts
$97.4M
Net Calls
+$70.1M
Net Calls Change
-$24.6M
Name Holding Trade Value Shares
Change
Shares
Change %
SLT
751
St Louis Trust
Missouri
$312K
SAM
752
S.A. Mason
Michigan
$311K +$104 +1 +0%
NECFA
753
New England Capital Financial Advisors
Connecticut
$307K +$832 +8 +0.3%
CF
754
Centaurus Financial
California
$305K -$9.37K -90 -3%
LCM
755
LCM Capital Management
Illinois
$304K -$832 -8 -0.3%
RP
756
Riverwater Partners
Wisconsin
$303K -$5.77K -55 -2%
TW
757
TritonPoint Wealth
Maryland
$303K +$4.39K +42 +1%
SWMP
758
Signature Wealth Management Partners
New Jersey
$302K
EFSCE
759
Enterprise Financial Services Corp (EFSC)
Missouri
$301K -$3.95K -38 -1%
KIA
760
KCM Investment Advisors
California
$300K -$10.8K -104 -3%
BTI
761
Blue Trust Inc
Georgia
$299K +$170K +1,771 +133%
RCAG
762
Rehmann Capital Advisory Group
Michigan
$299K +$12.7K +122 +4%
DJSG
763
D.J. St. Germain
Massachusetts
$299K -$5.3K -51 -2%
DLA
764
Douglas Lane & Associates
New York
$298K -$55.2K -531 -16%
FCG
765
Fielder Capital Group
Tennessee
$297K -$15.3K -147 -5%
JMFC
766
J.M. Forbes & Co
Massachusetts
$297K
FCM
767
Fourpath Capital Management
Oklahoma
$297K +$297K +2,853 New
RWM
768
Ritholtz Wealth Management
New York
$296K -$62K -596 -17%
CWP
769
Cyndeo Wealth Partners
Florida
$295K +$30.7K +295 +12%
ACIM
770
Azimuth Capital Investment Management
Michigan
$295K -$73.5K -707 -20%
EWA
771
EverSource Wealth Advisors
Alabama
$295K +$36K +346 +14%
RC
772
Rovin Capital
Arizona
$294K +$294K +2,826 New
RWP
773
RWA Wealth Partners
Massachusetts
$293K +$293K +2,818 New
SC
774
SouthState Corp
Florida
$292K -$7.9K -76 -3%
MPIA
775
Mountain Pacific Investment Advisers
Idaho
$290K