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Otis Worldwide

1,188 hedge funds and large institutions have $36.6B invested in Otis Worldwide in 2024 Q3 according to their latest regulatory filings, with 95 funds opening new positions, 351 increasing their positions, 487 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,188
Holders Change
+8
Holders Change %
+0.68%
% of All Funds
17.18%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.12%
New
95
Increased
351
Reduced
487
Closed
73
Calls
$167M
Puts
$97.4M
Net Calls
+$70.1M
Net Calls Change
-$24.6M
Name Holding Trade Value Shares
Change
Shares
Change %
CW
851
CreativeOne Wealth
Kansas
$230K +$230K +2,210 New
TWP
852
Tyche Wealth Partners
Texas
$229K +$208 +2 +0.1%
NIM
853
Northeast Investment Management
Massachusetts
$228K -$31.2K -300 -12%
PCM
854
Prelude Capital Management
New York
$227K +$227K +2,182 New
OR
855
Olympiad Research
Connecticut
$227K +$227K +2,182 New
PA
856
Procyon Advisors
Connecticut
$226K
HI
857
Harbour Investments
Wisconsin
$226K +$23.1K +222 +11%
LIM
858
Leavell Investment Management
Alabama
$224K
GG
859
Greenwood Gearhart
Arkansas
$224K
PBC
860
Pavion Blue Capital
California
$224K
LSAG
861
Lake Street Advisors Group
New Hampshire
$223K -$416 -4 -0.2%
WSC
862
Wellington Shields & Co
New York
$222K +$2.18K +21 +1%
IAN
863
Integrated Advisors Network
Texas
$221K -$1.98K -19 -0.9%
BSI
864
Bennett Selby Investments
Maine
$221K
MPWT
865
MassMutual Private Wealth & Trust
Connecticut
$219K -$17.5K -168 -7%
MF
866
Montis Financial
Massachusetts
$219K -$22.3K -215 -9%
IFWM
867
Institute for Wealth Management
Colorado
$218K -$2.39K -23 -1%
RMCM
868
Reynders McVeigh Capital Management
Massachusetts
$218K -$1.25K -12 -0.6%
NAS
869
Nicolet Advisory Services
Wisconsin
$217K -$7.09K -68 -3%
AC
870
Avestar Capital
New York
$217K -$3.01K -29 -1%
AF
871
Arrow Financial
New York
$216K
CCA
872
Childress Capital Advisors
Texas
$215K -$4.47K -43 -2%
UFA
873
US Financial Advisors
Massachusetts
$213K +$213K +2,054 New
SPC
874
Sigma Planning Corp
Michigan
$213K -$6.44K -62 -3%
MCM
875
Manchester Capital Management
Vermont
$212K -$11.5K -111 -5%