We are live on ! Find out more
OTIS icon

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
NF
976
Norwood Financial
Pennsylvania
$35K -$3.12K -37 -9%
PWMG
977
Prestige Wealth Management Group
New Jersey
$34.4K
RFA
978
Resurgent Financial Advisors
Georgia
$33.7K
PFPT
979
Pinnacle Financial Partners (Tennessee)
Tennessee
$33.1K
HFS
980
Hantz Financial Services
Michigan
$33K -$842 -10 -3%
DSC
981
Duncker Streett & Co
Missouri
$32.9K -$758 -9 -2%
M
982
MOTCO
Texas
$32.6K
BCA
983
Bray Capital Advisors
Florida
$31.2K
TC
984
Truvestments Capital
Florida
$31.2K
FRA
985
Front Row Advisors
California
$31K -$84 -1 -0.3%
BWM
986
BerganKDV Wealth Management
Minnesota
$30.6K -$12.3K -146 -30%
AWM
987
Avior Wealth Management
Nebraska
$30.1K -$4.3K -51 -13%
LTI
988
Laffer Tengler Investments
Tennessee
$29.8K
ACM
989
Antonetti Capital Management
Florida
$28.9K
AWM
990
Atticus Wealth Management
Florida
$28.8K
IFS
991
Intelligent Financial Strategies
Minnesota
$28.1K
AssetMark Inc
992
AssetMark Inc
California
$27.3K
CAC
993
Core Alternative Capital
Georgia
$26.9K +$12.1K +144 +91%
FNBOSM
994
First National Bank of South Miami
Florida
$26.7K
SFCL
995
Strengthening Families & Communities LLC
Massachusetts
$26K +$24K +285 +2,591%
NRG
996
Nemes Rush Group
Michigan
$25.9K +$24.5K +291 New
FA
997
Fiduciary Alliance
South Carolina
$25.3K +$23.9K +284 New
GEA
998
Glen Eagle Advisors
New Jersey
$24.5K -$1.26K -15 -5%
KFS
999
Kelly Financial Services
Massachusetts
$23.5K +$84 +1 +0.4%
AIC
1000
Archer Investment Corporation
Indiana
$23.4K