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Otis Worldwide

1,118 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, 332 increasing their positions, 441 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,118
Holders Change
+24
Holders Change %
+2.19%
% 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
332
Reduced
441
Closed
65
Calls
$193M
Puts
$98.1M
Net Calls
+$95.2M
Net Calls Change
+$151M
Name Holding Trade Value Shares
Change
Shares
Change %
APP
801
Avantax Planning Partners
Iowa
$236K +$7.83K +88 +3%
HH
802
Hilltop Holdings
Texas
$236K +$19.2K +216 +9%
CCM
803
Cullen Capital Management
New York
$236K
B
804
Bellecapital
Switzerland
$234K
SWA
805
Stratos Wealth Advisors
Ohio
$233K +$178 +2 +0.1%
AIM
806
Anchor Investment Management
South Carolina
$233K
ST
807
Sentinel Trust
Texas
$232K +$89 +1 +0%
LB
808
Legacy Bridge
Iowa
$231K -$28K -315 -11%
PSP
809
Principal Street Partners
Tennessee
$230K
AIM
810
Avity Investment Management
Connecticut
$230K -$66.8K -750 -23%
IFWM
811
Institute for Wealth Management
Colorado
$229K -$1.34K -15 -0.6%
CWP
812
Cyndeo Wealth Partners
Florida
$228K -$5.43K -61 -2%
VSQM
813
V-Square Quantitative Management
Illinois
$226K -$2.05K -23 -0.9%
CF
814
Centaurus Financial
California
$226K -$31.3K -351 -12%
GC
815
Gratus Capital
Georgia
$224K -$3.2K -36 -1%
COCM
816
Charter Oak Capital Management
New Hampshire
$223K -$1.25K -14 -0.6%
CA
817
Cullinan Associates
Kentucky
$223K +$4.45K +50 +2%
BEAM
818
Baker Ellis Asset Management
Washington
$222K
MF
819
Montis Financial
Massachusetts
$221K
DAS
820
Dynamic Advisor Solutions
Arizona
$221K +$221K +2,480 New
BJL
821
Brighton Jones LLC
Washington
$219K +$2.14K +24 +1%
WFAG
822
Wescott Financial Advisory Group
Pennsylvania
$219K
FCMC
823
Founders Capital Management (Connecticut)
Connecticut
$218K
Voloridge Investment Management
824
Voloridge Investment Management
Florida
$216K -$7.83M -87,998 -97%
ADL
825
Asset Dedication LLC
California
$215K -$6.94K -77 -3%