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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
SCM
776
Shelton Capital Management
Colorado
$255K
AA
777
Ancora Advisors
Ohio
$255K +$84 +1 +0%
RMCM
778
Reynders McVeigh Capital Management
Massachusetts
$255K +$28.1K +333 +13%
MMPW
779
Mitchell McLeod Pugh & Williams
Alabama
$254K
LWCFA
780
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$254K +$8.43K +100 +4%
FHA
781
First Horizon Advisors
Tennessee
$252K -$6.23K -74 -3%
OIA
782
Optimum Investment Advisors
Illinois
$249K +$40K +475 +20%
PFSC
783
Peoples Financial Services Corp
Pennsylvania
$249K -$84.2K -1,000 -26%
PG
784
Proffitt & Goodson
Tennessee
$249K +$590 +7 +0.3%
NIM
785
Northeast Investment Management
Massachusetts
$248K
KOMWMG
786
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$246K +$337 +4 +0.1%
PFS
787
Prospera Financial Services
Texas
$246K -$1.52K -18 -0.6%
ATC
788
Adirondack Trust Company
New York
$244K -$2.53K -30 -1%
AA
789
Addison Advisors
Vermont
$244K -$1.69K -20 -0.7%
9WM
790
9258 Wealth Management
Ohio
$244K -$8.51K -101 -4%
ICG
791
InterOcean Capital Group
Tennessee
$243K
FFN
792
Focus Financial Network
Minnesota
$242K +$229K +2,717 New
PFGIA
793
Patriot Financial Group Insurance Agency
Massachusetts
$241K +$590 +7 +0.3%
FTC
794
Farmers Trust Company
Ohio
$240K
PGCM
795
Prescott Group Capital Management
Oklahoma
$240K
DOA
796
D'Orazio & Associates
Virginia
$240K +$227K +2,696 New
FCBT
797
First Citizens Bank & Trust
North Carolina
$240K -$8.09K -96 -3%
CW
798
CreativeOne Wealth
Kansas
$239K +$14.2K +168 +7%
MCA
799
MSH Capital Advisors
Arizona
$239K +$226K +2,685 New
ACP
800
Aveo Capital Partners
Colorado
$238K +$2.02K +24 +0.9%