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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 %
AA
776
Ancora Advisors
Ohio
$289K -$6.65K -64 -2%
MBT
777
Montecito Bank & Trust
California
$289K +$289K +2,777 New
CC
778
Callan Capital
California
$289K +$31.8K +306 +12%
CT
779
Colonial Trust
South Carolina
$288K +$1.04K +10 +0.4%
KOMWMG
780
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$287K
HS
781
Horan Securities
United States
$287K +$208 +2 +0.1%
ASN
782
Advisory Services Network
Georgia
$287K
ST
783
Sentinel Trust
Texas
$286K
GIA
784
GHP Investment Advisors
Colorado
$285K -$12.2K -117 -4%
Members Trust
785
Members Trust
Florida
$285K -$22.3K -215 -7%
FFS
786
Founders Financial Securities
Maryland
$284K -$13.5K -130 -5%
GVAG
787
Great Valley Advisor Group
Delaware
$284K +$5.62K +54 +2%
AWM
788
Aprio Wealth Management
Georgia
$283K -$26.4K -254 -9%
Teacher Retirement System of Texas
789
Teacher Retirement System of Texas
Texas
$281K -$538K -5,186 -66%
CAG
790
Crestwood Advisors Group
Massachusetts
$281K +$28.4K +273 +11%
EH
791
Equitable Holdings
New York
$280K +$22.2K +214 +9%
9WM
792
9258 Wealth Management
Ohio
$278K
CT
793
Chicago Trust
Illinois
$278K +$49.4K +475 +22%
CGL
794
Clarius Group LLC
Washington
$278K -$10.9K -105 -4%
CCA
795
Cobblestone Capital Advisors
New York
$277K +$20.2K +194 +8%
ACP
796
Aveo Capital Partners
Colorado
$276K
PPWP
797
Premier Path Wealth Partners
New Jersey
$273K -$9.46K -91 -3%
B
798
Bellecapital
Switzerland
$273K
HCM
799
Howard Capital Management
Georgia
$270K +$270K +2,602 New
FNT
800
First National Trust
Pennsylvania
$270K -$2.18K -21 -0.8%