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Otis Worldwide

1,216 hedge funds and large institutions have $33.6B invested in Otis Worldwide in 2024 Q4 according to their latest regulatory filings, with 153 funds opening new positions, 379 increasing their positions, 416 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,216
Holders Change
+28
Holders Change %
+2.36%
% of All Funds
16.19%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
153
Increased
379
Reduced
416
Closed
107
Calls
$186M
Puts
$54.1M
Net Calls
+$132M
Net Calls Change
+$61.7M
Name Holding Trade Value Shares
Change
Shares
Change %
KFS
776
Keynote Financial Services
Connecticut
$276K -$6.95K -75 -2%
FFS
777
Founders Financial Securities
Maryland
$275K +$21.4K +231 +8%
MWM
778
Mission Wealth Management
California
$274K -$20.8K -225 -7%
TCM
779
Telos Capital Management
California
$271K -$8.33K -90 -3%
LCM
780
LCM Capital Management
Illinois
$271K
NECFA
781
New England Capital Financial Advisors
Connecticut
$271K -$2.78K -30 -1%
CW
782
CreativeOne Wealth
Kansas
$270K +$65.5K +707 +32%
SWMP
783
Signature Wealth Management Partners
New Jersey
$269K
RBI
784
Raiffeisen Bank International
Austria
$269K +$269K +2,910 New
MMPW
785
Mitchell McLeod Pugh & Williams
Alabama
$269K -$19.2K -207 -7%
CAG
786
Cypress Advisory Group
Arizona
$269K +$269K +2,900 New
FCG
787
Fielder Capital Group
Tennessee
$268K +$3.61K +39 +1%
EFSCE
788
Enterprise Financial Services Corp (EFSC)
Missouri
$268K
FFM
789
Forum Financial Management
Illinois
$268K +$28.8K +311 +12%
SAM
790
S.A. Mason
Michigan
$268K -$9.17K -99 -3%
TW
791
TritonPoint Wealth
Maryland
$268K -$463 -5 -0.2%
VT
792
Vise Technologies
New York
$267K +$267K +2,884 New
CF
793
Centaurus Financial
California
$267K -$3.88K -42 -1%
EWA
794
EverSource Wealth Advisors
Alabama
$267K +$4.35K +47 +2%
DJSG
795
D.J. St. Germain
Massachusetts
$266K
PCM
796
Penserra Capital Management
California
$266K +$87.4K +948 +49%
BFA
797
Bragg Financial Advisors
North Carolina
$266K -$27.8K -300 -9%
GVAG
798
Great Valley Advisor Group
Delaware
$265K +$11.7K +126 +5%
FCM
799
Fourpath Capital Management
Oklahoma
$264K
HCM
800
Howland Capital Management
Massachusetts
$264K +$35.5K +383 +16%