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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 %
FL
801
Fort LP
Maryland
$269K -$12.6K -121 -4%
AIM
802
Avity Investment Management
Connecticut
$268K -$31.2K -300 -10%
FFM
803
Forum Financial Management
Illinois
$268K +$520 +5 +0.2%
SC
804
Sapient Capital
Indiana
$267K -$2.7K -26 -1%
CCM
805
Coldstream Capital Management
Washington
$267K +$28.1K +272 +12%
SCM
806
Shelton Capital Management
Colorado
$266K -$12.1K -116 -4%
LWANC
807
Laurel Wealth Advisors (North Carolina)
North Carolina
$266K
FCMC
808
Founders Capital Management (Connecticut)
Connecticut
$264K -$7.8K -75 -3%
COCM
809
Charter Oak Capital Management
New Hampshire
$263K +$22.4K +215 +9%
CPA
810
Court Place Advisors
Maryland
$262K -$19.5K -188 -7%
AIM
811
Anchor Investment Management
South Carolina
$261K
BJL
812
Brighton Jones LLC
Washington
$261K -$7.07K -68 -3%
SYBT
813
Stock Yards Bank & Trust
Kentucky
$260K -$14K -135 -5%
SFP
814
Sterling Financial Planning
New Jersey
$260K
SIG
815
Sky Investment Group
Connecticut
$260K -$3.33K -32 -1%
AWA
816
Arkadios Wealth Advisors
Georgia
$260K +$260K +2,497 New
PFS
817
Prospera Financial Services
Texas
$257K -$18.6K -179 -7%
Verition Fund Management
818
Verition Fund Management
Connecticut
$257K -$140K -1,346 -35%
HCM
819
Howland Capital Management
Massachusetts
$257K
FTC
820
Farmers Trust Company
Ohio
$256K +$1.35K +13 +0.5%
LI
821
LMCG Investments
Massachusetts
$255K
GLA
822
Great Lakes Advisors
Illinois
$255K +$255K +2,452 New
MCA
823
MSH Capital Advisors
Arizona
$254K
FFA
824
First Foundation Advisors
California
$254K -$64.4K -620 -20%
MNA
825
Manning & Napier Advisors
New York
$252K