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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
C
926
Covestor
United Kingdom
$70K +$674 +8 +1%
SWM
927
Spire Wealth Management
Virginia
$69.1K -$9.77K -116 -13%
MRCM
928
M&R Capital Management
New Jersey
$67.6K
CWC
929
Carolinas Wealth Consulting
North Carolina
$64.9K -$505 -6 -0.2%
OC
930
Oakmont Corp
California
$64.3K -$3.96K -47 -6%
BAM
931
Bellevue Asset Management
Washington
$63.7K
CBT
932
CoreFirst Bank & Trust
Kansas
$63.4K -$16.6K -197 -22%
OSNBOA
933
Old Second National Bank of Aurora
Illinois
$62.3K
FCT
934
First Community Trust
Iowa
$60.7K
HRC
935
Hoertkorn Richard Charles
$60.7K
BWM
936
Baystate Wealth Management
Massachusetts
$60.2K +$2.11K +25 +4%
JWA
937
JFS Wealth Advisors
Pennsylvania
$58.3K -$1.43K -17 -3%
MWM
938
Mascoma Wealth Management
New Hampshire
$55.6K -$67.4K -800 -56%
JGIA
939
Jackson Grant Investment Advisers
Connecticut
$53.6K +$253 +3 +0.5%
KFI
940
Key Financial Inc
Pennsylvania
$53.6K
EDRH
941
Edmond de Rothschild Holding
Switzerland
$53.3K
PIAS
942
PCA Investment Advisory Services
Ohio
$52.3K +$49.5K +587 New
GCM
943
Gables Capital Management
Florida
$51.2K
PB
944
Pinnacle Bancorp
Nebraska
$50.9K
SWM
945
Sugarloaf Wealth Management
Georgia
$50.4K -$1.94K -23 -4%
WSCM
946
Wellington Shields Capital Management
New York
$50.4K
CAL
947
Capital Analysts LLC
Pennsylvania
$50K +$505 +6 +1%
JFA
948
JNBA Financial Advisors
Minnesota
$49.9K +$21.1K +250 +80%
APC
949
Aspire Private Capital
North Carolina
$49.8K
BCMLT
950
Beacon Capital Management LLC (Tennessee)
Tennessee
$49.7K -$3.37K -40 -7%