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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 %
RMCM
851
Reynders McVeigh Capital Management
Massachusetts
$212K -$60.1K -673 -22%
APWM
852
Atlas Private Wealth Management
New York
$212K +$212K +2,366 New
DWT
853
Dorsey & Whitney Trust
South Dakota
$212K +$212K +2,364 New
FCBT
854
First Citizens Bank & Trust
North Carolina
$211K -$30.3K -339 -13%
AO
855
Advisor OS
Illinois
$211K +$211K +2,352 New
SL
856
Sentry LLC
Tennessee
$209K +$209K +2,341 New
HT
857
Headlands Technologies
Illinois
$209K +$209K +2,341 New
IFWM
858
Institute for Wealth Management
Colorado
$209K +$209K +2,337 New
CFAM
859
Center For Asset Management
Florida
$209K +$209K +2,334 New
OIA
860
Optimum Investment Advisors
Illinois
$208K -$42.5K -475 -17%
PWPS
861
Pinnacle Wealth Planning Services
Ohio
$208K +$208K +2,322 New
CPA
862
Capital Planning Advisors
California
$207K +$207K +2,316 New
NPA
863
Nichols & Pratt Advisers
Massachusetts
$207K +$207K +2,315 New
WI
864
WBI Investments
New Jersey
$207K +$207K +2,312 New
BWP
865
BSW Wealth Partners
Colorado
$206K +$206K +2,304 New
MWM
866
Mission Wealth Management
California
$206K +$206K +2,304 New
ST
867
Sabal Trust
Florida
$206K +$206K +2,303 New
MC
868
Middleton & Co
Massachusetts
$206K +$206K +2,300 New
SRL
869
Scientech Research LLC
New Jersey
$205K +$205K +2,288 New
PHK
870
Point72 Hong Kong
Hong Kong
$204K +$204K +2,275 New
CCA
871
Cobblestone Capital Advisors
New York
$203K +$203K +2,273 New
NGA
872
Naples Global Advisors
Florida
$203K +$203K +2,265 New
DDC
873
DF Dent & Co
Maryland
$202K +$202K +2,260 New
LCM
874
Logan Capital Management
Pennsylvania
$202K
TWP
875
Tyche Wealth Partners
Texas
$202K +$202K +2,255 New