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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 %
JFA
976
JNBA Financial Advisors
Minnesota
$49.5K -$716 -8 -1%
CCA
977
Criterion Capital Advisors
Tennessee
$49.2K +$49.2K +550 New
FGAM
978
Financial Gravity Asset Management
Texas
$49.2K +$9.83K +48 +25%
CAL
979
Capital Advisors Ltd
Ohio
$47K
PB
980
Pinnacle Bancorp
Nebraska
$46.1K -$5.1K -57 -10%
BCMLT
981
Beacon Capital Management LLC (Tennessee)
Tennessee
$44.8K
AWM
982
Avior Wealth Management
Nebraska
$43.6K +$537 +6 +1%
CPG
983
Cornerstone Planning Group
New Jersey
$43.2K
EC
984
EntryPoint Capital
New York
$40.4K +$40.4K +452 New
FCAS
985
First Command Advisory Services
Texas
$40.1K
RMC
986
Resources Management Corp
Connecticut
$40K -$1.35K -15 -3%
ITIM
987
Indiana Trust & Investment Management
Indiana
$39.4K
USB
988
Union Savings Bank
Connecticut
$39K +$2.24K +25 +6%
CB
989
CNB Bank
Pennsylvania
$38.4K
AAP
990
Arax Advisory Partners
Colorado
$37.5K +$89 +1 +0.2%
OC
991
Oakworth Capital
Alabama
$37.2K -$3.85K -43 -9%
SWM
992
Sugarloaf Wealth Management
Georgia
$36.6K -$14.1K -158 -28%
PAG
993
Paladin Advisory Group
Iowa
$36.4K -$77.1K -862 -68%
CFG
994
CKW Financial Group
Hawaii
$36K +$90 +1 +0.2%
ACM
995
Accent Capital Management
Ohio
$35.8K +$35.8K +400 New
CB
996
Community Bank
New York
$35.8K
TFM
997
TFC Financial Management
Massachusetts
$35.5K -$805 -9 -2%
CWM
998
CarsonAllaria Wealth Management
Illinois
$35.3K
HFM
999
Harvest Fund Management
China
$35K
CG
1000
Cutler Group
California
$35K +$35K +400 New