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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 %
CFGS
901
Concourse Financial Group Securities
Alabama
$174K -$5.82K -56 -3%
ST
902
Smithfield Trust
Pennsylvania
$173K
HIA
903
Harbor Investment Advisory
Maryland
$172K -$728 -7 -0.4%
VFA
904
Values First Advisors
Tennessee
$172K +$172K +1,654 New
WB
905
Webster Bank
Connecticut
$172K -$20.8K -200 -11%
GM
906
GeoWealth Management
Illinois
$172K -$17.6K -169 -9%
DMBA
907
Deseret Mutual Benefit Administrators
Utah
$171K -$10.4K -100 -6%
FFA
908
Farther Finance Advisors
California
$168K +$6.65K +64 +4%
BONH
909
Bank of New Hampshire
New Hampshire
$163K
IA
910
IFP Advisors
Florida
$160K +$4.99K +48 +3%
FMTCOCP
911
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$159K -$10.4K -100 -6%
SAM
912
Smartleaf Asset Management
Massachusetts
$157K +$85.8K +822 +120%
RMC
913
Resources Management Corp
Connecticut
$154K +$120K +1,154 +354%
AIM
914
Acropolis Investment Management
Missouri
$150K -$2.7K -26 -2%
ETC
915
Exchange Traded Concepts
Oklahoma
$145K +$133K +1,281 +1,095%
PMFA
916
Plante Moran Financial Advisors
Michigan
$144K +$118K +1,134 +452%
CSC
917
Caldwell Sutter Capital
California
$142K
FDCP
918
Foster Dykema Cabot & Partners
Massachusetts
$142K +$4.99K +48 +4%
AWM
919
AllSquare Wealth Management
New York
$140K
QC
920
Quent Capital
New York
$139K -$2.19K -21 -2%
GWM
921
Geneos Wealth Management
Colorado
$138K +$23K +221 +20%
GAG
922
Goodman Advisory Group
Massachusetts
$131K -$684K -6,580 -84%
SC
923
Steph & Co
Wisconsin
$131K
MAM
924
Morse Asset Management
Connecticut
$130K +$130K +1,250 New
CFO
925
CVA Family Office
Colorado
$129K -$6.24K -60 -5%