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Otis Worldwide

1,118 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, 332 increasing their positions, 441 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,118
Holders Change
+24
Holders Change %
+2.19%
% 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
332
Reduced
441
Closed
65
Calls
$193M
Puts
$98.1M
Net Calls
+$95.2M
Net Calls Change
+$151M
Name Holding Trade Value Shares
Change
Shares
Change %
AAG
1001
Armstrong Advisory Group
Massachusetts
$22K
CB
1002
CNB Bank
Pennsylvania
$21.1K
CWP
1003
Concord Wealth Partners
Virginia
$21K
PK
1004
Pflug Koory
Nebraska
$20.8K
WBC
1005
West Branch Capital
Massachusetts
$20.7K
DIP
1006
DT Investment Partners
Pennsylvania
$20.5K
BCPWM
1007
Bradley & Co Private Wealth Management
Florida
$20.5K
RTL
1008
Red Tortoise LLC
Georgia
$20K -$3.65K -41 -15%
OA
1009
Operose Advisors
Wisconsin
$20K
BFEC
1010
Benjamin F. Edwards & Company
Missouri
$20K
TSW
1011
Thompson Siegel & Walmsley
Virginia
$19K
HCP
1012
Hexagon Capital Partners
Arkansas
$18.8K -$4.54K -51 -19%
CCA
1013
Column Capital Advisors
Indiana
$18.4K
AS
1014
Altshuler Shaham
Israel
$18.4K +$18.4K +207 New
BC
1015
Barrett & Company
Rhode Island
$17.8K
RAM
1016
Riggs Asset Management
Pennsylvania
$17.7K
EARNEST Partners
1017
EARNEST Partners
Georgia
$17.4K
SIS
1018
Sound Income Strategies
Florida
$17.4K -$7.02K -79 -29%
RG
1019
Retirement Group
California
$17.2K
LJHT
1020
Laurie J. Hall Trustee
$17K
CYG
1021
Clean Yield Group
Vermont
$16.1K
FP
1022
Financial Perspectives
Minnesota
$16K
PMFA
1023
Plante Moran Financial Advisors
Michigan
$15.7K
WOC
1024
West Oak Capital
California
$15.6K
CMA
1025
Cedar Mountain Advisors
Oregon
$15.3K