OTIS icon

Otis Worldwide

1,094 hedge funds and large institutions have $30.9B invested in Otis Worldwide in 2023 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 342 increasing their positions, 434 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,094
Holders Change
-7
Holders Change %
-0.64%
% of All Funds
17.51%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.22%
New
90
Increased
342
Reduced
434
Closed
70
Calls
$214M
Puts
$270M
Net Calls
-$55.3M
Net Calls Change
+$143M
Name Holding Trade Value Shares
Change
Shares
Change %
CAM
976
Costello Asset Management
Pennsylvania
$22.1K
MFT
977
Moisand Fitzgerald Tamayo
Florida
$22K
JFGIW
978
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$21.4K +$12.9K +153 +153%
OCM
979
Osterweis Capital Management
California
$21.1K
KFP
980
KB Financial Partners
New Jersey
$21K -$6.63K -78 -24%
AAG
981
Armstrong Advisory Group
Massachusetts
$20.8K
CB
982
CNB Bank
Pennsylvania
$20K
CWP
983
Concord Wealth Partners
Virginia
$19.9K -$1.35K -16 -6%
PK
984
Pflug Koory
Nebraska
$19.8K
WBC
985
West Branch Capital
Massachusetts
$19.6K -$5.23K -62 -21%
DIP
986
DT Investment Partners
Pennsylvania
$19.5K
BCPWM
987
Bradley & Co Private Wealth Management
Florida
$19.4K
BFEC
988
Benjamin F. Edwards & Company
Missouri
$19K -$10K -117 -35%
OA
989
Operose Advisors
Wisconsin
$19K
TSW
990
Thompson Siegel & Walmsley
Virginia
$18K
CCA
991
Column Capital Advisors
Indiana
$17.5K -$760 -9 -4%
PCTC
992
Perkins Coie Trust Company
Washington
$17.5K -$54.8K -649 -76%
EWM
993
Endurance Wealth Management
Rhode Island
$17K
BC
994
Barrett & Company
Rhode Island
$16.9K
RAM
995
Riggs Asset Management
Pennsylvania
$16.8K
EARNEST Partners
996
EARNEST Partners
Georgia
$16.5K
CAL
997
Capital Advisors Ltd
Ohio
$16K -$31.4K -361 -66%
LJHT
998
Laurie J. Hall Trustee
$16K
ETC
999
Exchange Traded Concepts
Oklahoma
$16K +$5.91K +70 +59%
CYG
1000
Clean Yield Group
Vermont
$15.3K