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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
DMBA
851
Deseret Mutual Benefit Administrators
Utah
$198K +$4.04K +48 +2%
AF
852
Arrow Financial
New York
$193K
EWA
853
EverSource Wealth Advisors
Alabama
$188K -$674 -8 -0.4%
FFC
854
First Financial Corp
Indiana
$185K -$4.72K -56 -3%
HIA
855
Harbor Investment Advisory
Maryland
$185K -$21.3K -253 -11%
GBT
856
Grove Bank & Trust
Florida
$185K
HT
857
Headlands Technologies
Illinois
$183K +$173K +2,054 New
IA
858
IFP Advisors
Florida
$180K +$18.4K +218 +12%
CT
859
Colonial Trust
South Carolina
$176K +$14.3K +170 +9%
CHA
860
Carmichael Hill & Associates
Maryland
$172K
WSC
861
Wellington Shields & Co
New York
$170K
ST
862
Smithfield Trust
Pennsylvania
$161K -$2.36K -28 -2%
CFGS
863
Concourse Financial Group Securities
Alabama
$159K +$8.68K +103 +6%
MPWT
864
MassMutual Private Wealth & Trust
Connecticut
$151K +$5.39K +64 +4%
BWA
865
BDO Wealth Advisors
Florida
$146K
CNBTD
866
Citizens National Bank Trust Department
Mississippi
$145K
BSB
867
Bangor Savings Bank
Maine
$140K -$5.48K -65 -4%
PG
868
Prostatis Group
Maryland
$140K +$11.8M +139,835 New
BONH
869
Bank of New Hampshire
New Hampshire
$139K
HI
870
Harbour Investments
Wisconsin
$137K +$842 +10 +0.7%
FMTCOCP
871
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$137K
AIM
872
Acropolis Investment Management
Missouri
$136K
NSIM
873
North Star Investment Management
Illinois
$133K
TWI
874
Thomas White International
Illinois
$132K
FDCC
875
Foster Dykema Cabot & Co
Massachusetts
$130K +$12.1K +144 +11%