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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
PFBT
901
Parkside Financial Bank & Trust
Missouri
$92.2K -$8.17K -97 -9%
CTWM
902
Cherry Tree Wealth Management
Minnesota
$91.6K +$86.7K +1,029 New
PAG
903
Paladin Advisory Group
Iowa
$87.2K +$168 +2 +0.2%
EBA
904
Eagle Bay Advisors
New York
$86.1K -$2.78K -33 -3%
TFP
905
Tilia Fiduciary Partners
North Carolina
$85.6K -$337 -4 -0.4%
GRP
906
Global Retirement Partners
California
$84.7K -$337 -4 -0.4%
CCMI
907
Creative Capital Management Investments
California
$84.3K +$44.2K +525 +124%
HDIM
908
Hanson & Doremus Investment Management
Vermont
$84K
MTIC
909
Missouri Trust & Investment Company
Missouri
$83.8K +$37K +439 +87%
FCA
910
FinTrust Capital Advisors
South Carolina
$83.7K
DAC
911
Dividend Assets Capital
South Carolina
$82K -$347K -4,113 -82%
RFG
912
RFP Financial Group
Georgia
$80.8K +$67.4K +800 +741%
LSA
913
Leonteq Securities AG
Switzerland
$80.1K -$80.8K -959 -52%
CSWM
914
Cassady Schiller Wealth Management
Ohio
$78.5K +$2.78K +33 +4%
CT
915
Clearstead Trust
Maine
$78.2K -$8.34K -99 -10%
FBC
916
Fairfield, Bush & Co
Connecticut
$76.8K +$72.7K +863 New
APW
917
Acima Private Wealth
Virginia
$74.2K
MSFP
918
Mark Sheptoff Financial Planning
Connecticut
$74.1K -$18.4K -218 -21%
JEST
919
JTC Employer Solutions Trustee
Jersey
$74K
GWS
920
Glassman Wealth Services
Virginia
$73.4K -$5.05K -60 -7%
EWM
921
Evermay Wealth Management
Virginia
$73.2K -$84 -1 -0.1%
CFFP
922
Center for Financial Planning
Michigan
$73K
CFO
923
CVA Family Office
Colorado
$71.4K +$1.69K +20 +3%
MIM
924
Meridiem Investment Management
United Kingdom
$71.2K
RFA
925
Register Financial Advisors
Georgia
$71.2K +$12.6K +150 +23%