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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 %
CWM
826
Congress Wealth Management
Massachusetts
$213K
NGA
827
Naples Global Advisors
Florida
$213K +$213K +2,390 New
PWPS
828
Pinnacle Wealth Planning Services
Ohio
$213K +$213K +2,389 New
CPA
829
Capital Planning Advisors
California
$212K
SSA
830
Schonfeld Strategic Advisors
New York
$212K +$212K +2,380 New
APWM
831
Atlas Private Wealth Management
New York
$211K +$211K +2,366 New
SL
832
Sentry LLC
Tennessee
$208K +$208K +2,335 New
CFAM
833
Center For Asset Management
Florida
$208K +$208K +2,334 New
AO
834
Advisor OS
Illinois
$206K +$206K +2,315 New
EH
835
Equitable Holdings
New York
$206K +$206K +2,312 New
GWP
836
Gateway Wealth Partners
Wisconsin
$205K +$205K +2,301 New
FIA
837
Foundations Investment Advisors
Arizona
$204K +$204K +2,296 New
USCWA
838
U.S. Capital Wealth Advisors
Texas
$204K +$204K +2,290 New
CCWM
839
Cassaday & Co Wealth Management
Virginia
$204K +$204K +2,287 New
GS
840
GTS Securities
New York
$203K +$203K +2,285 New
MPI
841
Mairs & Power Inc
Minnesota
$203K -$17.8K -200 -8%
CCA
842
Cobblestone Capital Advisors
New York
$202K +$202K +2,273 New
SVCP
843
Silicon Valley Capital Partners
California
$202K
CI
844
Conning Inc
Connecticut
$202K -$17.8K -200 -8%
FAFN
845
First Affirmative Financial Network
Colorado
$202K +$202K +2,266 New
RCM
846
Radnor Capital Management
Pennsylvania
$201K +$201K +2,259 New
LCM
847
Logan Capital Management
Pennsylvania
$201K
DMBA
848
Deseret Mutual Benefit Administrators
Utah
$198K +$4.27K +48 +2%
AF
849
Arrow Financial
New York
$193K
EWA
850
EverSource Wealth Advisors
Alabama
$188K -$712 -8 -0.4%