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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 %
ST
801
Sentinel Trust
Texas
$246K
ICG
802
InterOcean Capital Group
Tennessee
$245K +$1.43K +16 +0.6%
ACA
803
Aptus Capital Advisors
Alabama
$245K -$54.5K -609 -18%
LWCFA
804
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$245K -$8.84K -100 -3%
FNT
805
First National Trust
Pennsylvania
$244K -$21.3K -238 -8%
EAM
806
Erste Asset Management
Austria
$242K -$4.5M -50,160 -95%
SWA
807
Stratos Wealth Advisors
Ohio
$242K -$6.89K -77 -3%
ACP
808
Aveo Capital Partners
Colorado
$242K +$7.87K +88 +3%
RWM
809
Ritholtz Wealth Management
New York
$242K -$5.01K -56 -2%
9WM
810
9258 Wealth Management
Ohio
$240K -$5.1K -57 -2%
SC
811
Sapient Capital
Indiana
$238K +$238K +2,663 New
MCA
812
MSH Capital Advisors
Arizona
$238K -$2.33K -26 -1%
CT
813
Chicago Trust
Illinois
$238K -$72.8K -814 -23%
PPWP
814
Premier Path Wealth Partners
New Jersey
$238K +$238K +2,658 New
PFS
815
Prospera Financial Services
Texas
$237K -$7.34K -82 -3%
CCM
816
Cullen Capital Management
New York
$237K
B
817
Bellecapital
Switzerland
$235K
BJL
818
Brighton Jones LLC
Washington
$234K -$3.76K -42 -2%
PSP
819
Principal Street Partners
Tennessee
$234K -$228K -2,551 -49%
AIM
820
Anchor Investment Management
South Carolina
$234K
PFP
821
Pinnacle Financial Partners
Tennessee
$234K +$201K +2,243 +603%
EWA
822
EverSource Wealth Advisors
Alabama
$233K +$44.1K +493 +23%
LWANC
823
Laurel Wealth Advisors (North Carolina)
North Carolina
$232K -$1.52K -17 -0.7%
CWP
824
Cyndeo Wealth Partners
Florida
$230K +$2.42K +27 +1%
MYIA
825
Mount Yale Investment Advisors
Colorado
$228K -$69.4K -776 -23%