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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 %
GPI
776
General Partner Inc
Pennsylvania
$265K
EW
777
Evoke Wealth
California
$265K -$6.92M -77,312 -96%
FCG
778
Fielder Capital Group
Tennessee
$265K +$265K +2,958 New
LCM
779
LCM Capital Management
Illinois
$264K -$1.25K -14 -0.5%
BPWM
780
Badgley Phelps Wealth Managers
Washington
$264K -$122K -1,367 -32%
SIG
781
Sky Investment Group
Connecticut
$263K -$11.2K -125 -4%
NECFA
782
New England Capital Financial Advisors
Connecticut
$262K +$716 +8 +0.3%
FL
783
Fort LP
Maryland
$261K -$19.7K -220 -7%
SWMP
784
Signature Wealth Management Partners
New Jersey
$260K
CT
785
Colonial Trust
South Carolina
$260K +$82.8K +925 +47%
AIM
786
Avity Investment Management
Connecticut
$258K +$26.8K +300 +12%
FFS
787
Founders Financial Securities
Maryland
$257K +$18K +201 +8%
CPA
788
Court Place Advisors
Maryland
$257K -$4.38K -49 -2%
HH
789
Hilltop Holdings
Texas
$256K +$23.6K +264 +10%
GW
790
GW & Wade
Massachusetts
$256K -$44.8K -500 -15%
MMPW
791
Mitchell McLeod Pugh & Williams
Alabama
$255K
AA
792
Ancora Advisors
Ohio
$254K +$89 +1 +0%
CRI
793
Colonial River Investments
Virginia
$253K +$253K +2,831 New
EH
794
Equitable Holdings
New York
$252K +$7.78K +87 +3%
APP
795
Avantax Planning Partners
Iowa
$251K +$251K +2,809 New
SCM
796
Shelton Capital Management
Colorado
$249K -$7.52K -84 -3%
KOMWMG
797
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$247K -$358 -4 -0.1%
TSS
798
Two Sigma Securities
New York
$247K +$247K +2,761 New
TW
799
TritonPoint Wealth
Maryland
$247K +$247K +2,756 New
WTA
800
Washington Trust Advisors
Massachusetts
$246K -$77.4K -865 -24%