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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 %
CA
826
Cullinan Associates
Kentucky
$228K -$4.56K -51 -2%
PFGIA
827
Patriot Financial Group Insurance Agency
Massachusetts
$228K -$13.2K -148 -5%
HCM
828
Howland Capital Management
Massachusetts
$227K
SFP
829
Sterling Financial Planning
New Jersey
$224K +$224K +2,500 New
NIM
830
Northeast Investment Management
Massachusetts
$223K -$97.2K -1,086 -30%
GLA
831
Great Lakes Advisors
Illinois
$223K -$16.6K -186 -7%
MF
832
Montis Financial
Massachusetts
$221K +$221K +2,473 New
WFAG
833
Wescott Financial Advisory Group
Pennsylvania
$220K +$220K +2,458 New
FCMC
834
Founders Capital Management (Connecticut)
Connecticut
$219K +$219K +2,450 New
FTC
835
Farmers Trust Company
Ohio
$219K +$219K +2,450 New
GC
836
Gratus Capital
Georgia
$219K -$6.44K -72 -3%
LSAG
837
Lake Street Advisors Group
New Hampshire
$218K +$218K +2,438 New
SOW
838
State of Wyoming
Wyoming
$218K -$58.7K -656 -21%
HW
839
Hancock Whitney
Mississippi
$218K -$9.04K -101 -4%
ATC
840
Adirondack Trust Company
New York
$218K -$35.5K -372 -14%
RCM
841
Radnor Capital Management
Pennsylvania
$217K +$217K +2,423 New
MNG
842
Manning & Napier Group
New York
$217K +$217K +2,424 New
COCM
843
Charter Oak Capital Management
New Hampshire
$217K -$7.78K -87 -3%
CTA
844
Colonial Trust Advisors
South Carolina
$217K -$120K -1,338 -36%
AA
845
Advisory Alpha
Michigan
$215K +$215K +2,408 New
CWM
846
Congress Wealth Management
Massachusetts
$215K +$215K +2,407 New
CC
847
Callan Capital
California
$215K +$215K +2,400 New
ADL
848
Asset Dedication LLC
California
$214K -$12.8K -140 -6%
JFGIW
849
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$213K +$199K +2,226 +1,455%
GG
850
Greenwood Gearhart
Arkansas
$213K -$12.7M -141,493 -98%