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 %
MMPW
776
Mitchell McLeod Pugh & Williams
Alabama
$254K
LWCFA
777
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$254K +$8.9K +100 +4%
FHA
778
First Horizon Advisors
Tennessee
$252K -$6.59K -74 -3%
OIA
779
Optimum Investment Advisors
Illinois
$249K +$42.3K +475 +20%
PFSC
780
Peoples Financial Services Corp
Pennsylvania
$249K -$89K -1,000 -26%
PG
781
Proffitt & Goodson
Tennessee
$249K +$623 +7 +0.3%
NIM
782
Northeast Investment Management
Massachusetts
$248K
KOMWMG
783
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$246K +$355 +4 +0.1%
PFS
784
Prospera Financial Services
Texas
$246K -$1.61K -18 -0.6%
ATC
785
Adirondack Trust Company
New York
$244K -$2.73K -30 -1%
AA
786
Addison Advisors
Vermont
$244K -$1.78K -20 -0.7%
9WM
787
9258 Wealth Management
Ohio
$244K -$8.99K -101 -4%
ICG
788
InterOcean Capital Group
Tennessee
$243K
FFN
789
Focus Financial Network
Minnesota
$242K +$242K +2,717 New
PFGIA
790
Patriot Financial Group Insurance Agency
Massachusetts
$241K +$623 +7 +0.3%
FTC
791
Farmers Trust Company
Ohio
$240K
PGCM
792
Prescott Group Capital Management
Oklahoma
$240K
DOA
793
D'Orazio & Associates
Virginia
$240K +$240K +2,696 New
FCBT
794
First Citizens Bank & Trust
North Carolina
$240K -$8.55K -96 -3%
CW
795
CreativeOne Wealth
Kansas
$239K +$15K +168 +7%
MCA
796
MSH Capital Advisors
Arizona
$239K +$239K +2,685 New
ACP
797
Aveo Capital Partners
Colorado
$238K +$2.14K +24 +0.9%
LWANC
798
Laurel Wealth Advisors (North Carolina)
North Carolina
$238K -$22.7K -255 -9%
GLA
799
Great Lakes Advisors
Illinois
$237K +$237K +2,658 New
SIM
800
Sentry Investment Management
Wisconsin
$236K