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Otis Worldwide

1,182 hedge funds and large institutions have $33B invested in Otis Worldwide in 2023 Q4 according to their latest regulatory filings, with 161 funds opening new positions, 323 increasing their positions, 477 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,182
Holders Change
+91
Holders Change %
+8.34%
% of All Funds
17.33%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
161
Increased
323
Reduced
477
Closed
57
Calls
$127M
Puts
$45.6M
Net Calls
+$81.1M
Net Calls Change
+$8.25M
Name Holding Trade Value Shares
Change
Shares
Change %
BWP
926
Baldwin Wealth Partners
Massachusetts
$89.5K
MCM
927
MV Capital Management
Maryland
$89.2K +$9.04K +101 +11%
FCA
928
FinTrust Capital Advisors
South Carolina
$87.5K -$4.83K -54 -5%
PIM
929
Plato Investment Management
Australia
$87.1K +$87.1K +973 New
BWM
930
Baystate Wealth Management
Massachusetts
$86.3K +$12.4K +138 +17%
HDIM
931
Hanson & Doremus Investment Management
Vermont
$85K
CCMI
932
Creative Capital Management Investments
California
$84.7K
PFBT
933
Parkside Financial Bank & Trust
Missouri
$84.4K +$13.5K +151 +19%
EBA
934
Eagle Bay Advisors
New York
$83.7K -$13.2K -148 -14%
CFO
935
CVA Family Office
Colorado
$82.5K +$82.5K +922 New
SWM
936
Spire Wealth Management
Virginia
$81.8K +$13.1K +149 +19%
IBOK
937
Independence Bank of Kentucky
Kentucky
$80.6K +$31.3K +350 +64%
CT
938
Clearstead Trust
Maine
$79K +$179 +2 +0.2%
JWA
939
JFS Wealth Advisors
Pennsylvania
$78.6K +$20.3K +227 +35%
PSB
940
Piscataqua Savings Bank
New Hampshire
$76.7K -$31.3K -350 -29%
RIM
941
Rockbridge Investment Management
New York
$76.5K +$76.5K +855 New
MSFP
942
Mark Sheptoff Financial Planning
Connecticut
$74.5K
JEST
943
JTC Employer Solutions Trustee
Jersey
$74K
EWM
944
Evermay Wealth Management
Virginia
$73.9K +$358 +4 +0.5%
CFFP
945
Center for Financial Planning
Michigan
$73.4K
GWS
946
Glassman Wealth Services
Virginia
$71.8K -$716 -8 -1%
RFG
947
RFP Financial Group
Georgia
$71.6K -$9.66K -108 -12%
MRCM
948
M&R Capital Management
New Jersey
$69.2K +$5.73K +64 +9%
DAC
949
Dividend Assets Capital
South Carolina
$69K
FUBT
950
First United Bank & Trust
Maryland
$67.7K +$67.7K +757 New