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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
CAM
1001
Costello Asset Management
Pennsylvania
$23.3K
MFT
1002
Moisand Fitzgerald Tamayo
Florida
$23.2K
OCM
1003
Osterweis Capital Management
California
$22.3K
OPTFSNA
1004
Old Point Trust & Financial Services N A
Virginia
$22.3K +$21.1K +250 New
KFP
1005
KB Financial Partners
New Jersey
$22K -$168 -2 -0.8%
AAG
1006
Armstrong Advisory Group
Massachusetts
$22K
CB
1007
CNB Bank
Pennsylvania
$21.1K
CWP
1008
Concord Wealth Partners
Virginia
$21K
PK
1009
Pflug Koory
Nebraska
$20.8K
WBC
1010
West Branch Capital
Massachusetts
$20.7K
DIP
1011
DT Investment Partners
Pennsylvania
$20.5K
BCPWM
1012
Bradley & Co Private Wealth Management
Florida
$20.5K
RTL
1013
Red Tortoise LLC
Georgia
$20K -$3.45K -41 -15%
OA
1014
Operose Advisors
Wisconsin
$20K
BFEC
1015
Benjamin F. Edwards & Company
Missouri
$20K
TSW
1016
Thompson Siegel & Walmsley
Virginia
$19K
HCP
1017
Hexagon Capital Partners
Arkansas
$18.8K -$4.3K -51 -19%
CCA
1018
Column Capital Advisors
Indiana
$18.4K
AS
1019
Altshuler Shaham
Israel
$18.4K +$17.4K +207 New
BC
1020
Barrett & Company
Rhode Island
$17.8K
RAM
1021
Riggs Asset Management
Pennsylvania
$17.7K
EARNEST Partners
1022
EARNEST Partners
Georgia
$17.4K
SIS
1023
Sound Income Strategies
Florida
$17.4K -$6.66K -79 -29%
RG
1024
Retirement Group
California
$17.2K
LJHT
1025
Laurie J. Hall Trustee
$17K