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Otis Worldwide

1,118 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, 332 increasing their positions, 441 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,118
Holders Change
+24
Holders Change %
+2.19%
% 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
332
Reduced
441
Closed
65
Calls
$193M
Puts
$98.1M
Net Calls
+$95.2M
Net Calls Change
+$151M
Name Holding Trade Value Shares
Change
Shares
Change %
BAM
926
Bellevue Asset Management
Washington
$63.7K
CBT
927
CoreFirst Bank & Trust
Kansas
$63.4K -$17.5K -197 -22%
OSNBOA
928
Old Second National Bank of Aurora
Illinois
$62.3K
HRC
929
Hoertkorn Richard Charles
$60.7K
FCT
930
First Community Trust
Iowa
$60.7K
BWM
931
Baystate Wealth Management
Massachusetts
$60.2K +$2.23K +25 +4%
JWA
932
JFS Wealth Advisors
Pennsylvania
$58.3K -$1.51K -17 -3%
MWM
933
Mascoma Wealth Management
New Hampshire
$55.6K -$71.2K -800 -56%
JGIA
934
Jackson Grant Investment Advisers
Connecticut
$53.6K +$267 +3 +0.5%
KFI
935
Key Financial Inc
Pennsylvania
$53.6K
EDRH
936
Edmond de Rothschild Holding
Switzerland
$53.3K
PIAS
937
PCA Investment Advisory Services
Ohio
$52.3K +$52.3K +587 New
GCM
938
Gables Capital Management
Florida
$51.2K
PB
939
Pinnacle Bancorp
Nebraska
$50.9K
SWM
940
Sugarloaf Wealth Management
Georgia
$50.4K -$2.05K -23 -4%
WSCM
941
Wellington Shields Capital Management
New York
$50.4K
CAL
942
Capital Analysts LLC
Pennsylvania
$50K +$530 +6 +1%
JFA
943
JNBA Financial Advisors
Minnesota
$49.9K +$22.3K +250 +80%
APC
944
Aspire Private Capital
North Carolina
$49.8K
BCMLT
945
Beacon Capital Management LLC (Tennessee)
Tennessee
$49.7K -$3.56K -40 -7%
IBOK
946
Independence Bank of Kentucky
Kentucky
$49K
SSG
947
Summit Securities Group
New York
$48K -$24.4K -274 -34%
SCA
948
Stonebridge Capital Advisors
Minnesota
$46.9K
CAL
949
Capital Advisors Ltd
Ohio
$46K +$29.7K +336 +183%
CPG
950
Cornerstone Planning Group
New Jersey
$45.8K +$45.8K +515 New