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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 %
JEST
951
JTC Employer Solutions Trustee
Jersey
$85K
MIM
952
Meridiem Investment Management
United Kingdom
$83.1K
O
953
Ossiam
France
$79.7K -$1.87K -18 -2%
CFFP
954
Center for Financial Planning
Michigan
$78.2K -$7.07K -68 -8%
CSB
955
City State Bank
Iowa
$77.7K -$1.77K -17 -2%
PP
956
Pacifica Partners
Canada
$77K
JFGIW
957
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$75.8K
CWC
958
Carolinas Wealth Consulting
North Carolina
$75.3K -$520 -5 -0.7%
CAL
959
Capital Analysts LLC
Pennsylvania
$75K +$209 +2 +0.3%
BAM
960
Bellevue Asset Management
Washington
$74.4K
PIS
961
POM Investment Strategies
North Carolina
$74K -$5.09K -49 -6%
RA
962
Rise Advisors
New York
$74K +$312 +3 +0.4%
CA
963
CoreCap Advisors
Michigan
$73.8K -$5.51K -53 -7%
MRCM
964
M&R Capital Management
New Jersey
$73.2K
SFCL
965
Strengthening Families & Communities LLC
Massachusetts
$72.9K
OSNBOA
966
Old Second National Bank of Aurora
Illinois
$72.8K
CSWM
967
Cassady Schiller Wealth Management
Ohio
$72.7K -$3.43K -33 -5%
IIM
968
Intact Investment Management
Quebec, Canada
$71.7K +$71.7K +690 New
HRC
969
Hoertkorn Richard Charles
$70.9K
FCT
970
First Community Trust
Iowa
$70.2K
OC
971
Oakmont Corp
California
$70.1K
ITIM
972
Indiana Trust & Investment Management
Indiana
$67.6K -$35.3K -340 -34%
APW
973
Acima Private Wealth
Virginia
$67.6K
AWM
974
Avior Wealth Management
Nebraska
$66.2K -$5.41K -52 -8%
KFI
975
Key Financial Inc
Pennsylvania
$66K +$520 +5 +0.8%