We are live on ! Find out more
OTIS icon

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
FCMC
826
Founders Capital Management (Connecticut)
Connecticut
$218K
Voloridge Investment Management
827
Voloridge Investment Management
Florida
$216K -$7.41M -87,998 -97%
ADL
828
Asset Dedication LLC
California
$215K -$6.49K -77 -3%
CWM
829
Congress Wealth Management
Massachusetts
$213K
NGA
830
Naples Global Advisors
Florida
$213K +$201K +2,390 New
PWPS
831
Pinnacle Wealth Planning Services
Ohio
$213K +$201K +2,389 New
CPA
832
Capital Planning Advisors
California
$212K
SSA
833
Schonfeld Strategic Advisors
New York
$212K +$201K +2,380 New
APWM
834
Atlas Private Wealth Management
New York
$211K +$199K +2,366 New
SL
835
Sentry LLC
Tennessee
$208K +$197K +2,335 New
CFAM
836
Center For Asset Management
Florida
$208K +$197K +2,334 New
AO
837
Advisor OS
Illinois
$206K +$195K +2,315 New
EH
838
Equitable Holdings
New York
$206K +$195K +2,312 New
GWP
839
Gateway Wealth Partners
Wisconsin
$205K +$194K +2,301 New
FIA
840
Foundations Investment Advisors
Arizona
$204K +$193K +2,296 New
USCWA
841
U.S. Capital Wealth Advisors
Texas
$204K +$193K +2,290 New
CCWM
842
Cassaday & Co Wealth Management
Virginia
$204K +$193K +2,287 New
GS
843
GTS Securities
New York
$203K +$193K +2,285 New
MPI
844
Mairs & Power Inc
Minnesota
$203K -$16.9K -200 -8%
CCA
845
Cobblestone Capital Advisors
New York
$202K +$191K +2,273 New
SVCP
846
Silicon Valley Capital Partners
California
$202K
CI
847
Conning Inc
Connecticut
$202K -$16.9K -200 -8%
FAFN
848
First Affirmative Financial Network
Colorado
$202K +$191K +2,266 New
RCM
849
Radnor Capital Management
Pennsylvania
$201K +$190K +2,259 New
LCM
850
Logan Capital Management
Pennsylvania
$201K