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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 %
PCWA
1001
Pacific Capital Wealth Advisors
California
$34.8K +$34.8K +389 New
PWMG
1002
Prestige Wealth Management Group
New Jersey
$34.5K
HFS
1003
Hantz Financial Services
Michigan
$34K -$181 -2 -0.5%
OCM
1004
Orion Capital Management
California
$33.6K
JWM
1005
Janiczek Wealth Management
Colorado
$33.1K -$984 -11 -3%
DSC
1006
Duncker Streett & Co
Missouri
$33.1K
NS
1007
NBC Securities
Alabama
$33K -$3.23K -37 -9%
M
1008
MOTCO
Texas
$32.7K -$3.22K -36 -9%
GI
1009
Gradient Investments
Minnesota
$32.5K
BCA
1010
Bray Capital Advisors
Florida
$31.3K
TC
1011
Truvestments Capital
Florida
$31.3K
AssetMark Inc
1012
AssetMark Inc
California
$31.3K +$3.76K +42 +14%
AF
1013
Advisornet Financial
Minnesota
$30.4K +$5.91K +66 +24%
ACA
1014
American Capital Advisory
Idaho
$30.1K +$30.1K +336 New
LTI
1015
Laffer Tengler Investments
Tennessee
$30K
NF
1016
Norwood Financial
Pennsylvania
$30K -$4.29K -48 -13%
AWM
1017
Atticus Wealth Management
Florida
$29K
IFS
1018
Intelligent Financial Strategies
Minnesota
$28.3K
TCWA
1019
Turtle Creek Wealth Advisors
Texas
$28.2K +$28.2K +315 New
UCB
1020
United Community Bank
South Carolina
$26.8K
CTC
1021
Cetera Trust Company
Minnesota
$26.8K +$26.8K +300 New
NRG
1022
Nemes Rush Group
Michigan
$26K
BFEC
1023
Benjamin F. Edwards & Company
Missouri
$25K
CAC
1024
Core Alternative Capital
Georgia
$24.6K -$2.41K -27 -9%
SIC
1025
SJS Investment Consulting
Ohio
$24.1K +$18.7K +209 +348%