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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
LWANC
801
Laurel Wealth Advisors (North Carolina)
North Carolina
$238K -$21.5K -255 -9%
GLA
802
Great Lakes Advisors
Illinois
$237K +$224K +2,658 New
SIM
803
Sentry Investment Management
Wisconsin
$236K
APP
804
Avantax Planning Partners
Iowa
$236K +$7.41K +88 +3%
HH
805
Hilltop Holdings
Texas
$236K +$18.2K +216 +9%
CCM
806
Cullen Capital Management
New York
$236K
B
807
Bellecapital
Switzerland
$234K
SWA
808
Stratos Wealth Advisors
Ohio
$233K +$168 +2 +0.1%
AIM
809
Anchor Investment Management
South Carolina
$233K
ST
810
Sentinel Trust
Texas
$232K +$84 +1 +0%
LB
811
Legacy Bridge
Iowa
$231K -$26.5K -315 -11%
PSP
812
Principal Street Partners
Tennessee
$230K
AIM
813
Avity Investment Management
Connecticut
$230K -$63.2K -750 -23%
IFWM
814
Institute for Wealth Management
Colorado
$229K -$1.26K -15 -0.6%
CWP
815
Cyndeo Wealth Partners
Florida
$228K -$5.14K -61 -2%
VSQM
816
V-Square Quantitative Management
Illinois
$226K -$1.94K -23 -0.9%
CF
817
Centaurus Financial
California
$226K -$29.6K -351 -12%
GC
818
Gratus Capital
Georgia
$224K -$3.03K -36 -1%
COCM
819
Charter Oak Capital Management
New Hampshire
$223K -$1.18K -14 -0.6%
CA
820
Cullinan Associates
Kentucky
$223K +$4.21K +50 +2%
BEAM
821
Baker Ellis Asset Management
Washington
$222K
MF
822
Montis Financial
Massachusetts
$221K
DAS
823
Dynamic Advisor Solutions
Arizona
$221K +$209K +2,480 New
BJL
824
Brighton Jones LLC
Washington
$219K +$2.02K +24 +1%
WFAG
825
Wescott Financial Advisory Group
Pennsylvania
$219K