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Otis Worldwide

1,188 hedge funds and large institutions have $36.6B invested in Otis Worldwide in 2024 Q3 according to their latest regulatory filings, with 95 funds opening new positions, 351 increasing their positions, 487 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,188
Holders Change
+8
Holders Change %
+0.68%
% of All Funds
17.18%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.12%
New
95
Increased
351
Reduced
487
Closed
73
Calls
$167M
Puts
$97.4M
Net Calls
+$70.1M
Net Calls Change
-$24.6M
Name Holding Trade Value Shares
Change
Shares
Change %
WSCM
1001
Wellington Shields Capital Management
New York
$41.6K -$17.3K -166 -29%
ACM
1002
Accent Capital Management
Ohio
$41.6K
CB
1003
Community Bank
New York
$41.6K
M
1004
MOTCO
Texas
$41.5K
TFM
1005
TFC Financial Management
Massachusetts
$41.3K
GWSG
1006
GPS Wealth Strategies Group
Colorado
$41.2K
CWM
1007
CarsonAllaria Wealth Management
Illinois
$41.1K +$104 +1 +0.3%
PCWA
1008
Pacific Capital Wealth Advisors
California
$40.4K
FAM
1009
Flaharty Asset Management
Florida
$38.6K +$38.6K +372 New
CA
1010
Continuum Advisory
Idaho
$38K +$299 +3 +0.8%
PAG
1011
Paladin Advisory Group
Iowa
$36.7K
BCA
1012
Bray Capital Advisors
Florida
$36.4K
TC
1013
Truvestments Capital
Florida
$36.4K +$36.4K +350 New
CPG
1014
Cornerstone Planning Group
New Jersey
$36.2K -$507 -5 -1%
MTIC
1015
Missouri Trust & Investment Company
Missouri
$35.9K
ACA
1016
American Capital Advisory
Idaho
$34.9K
CPA
1017
Capital Performance Advisors
California
$34.4K +$34.4K +331 New
OC
1018
Oakworth Capital
Alabama
$34.3K +$624 +6 +2%
FUBT
1019
First United Bank & Trust
Maryland
$33.8K -$44.9K -432 -57%
AWM
1020
Atticus Wealth Management
Florida
$33.5K -$208 -2 -0.6%
PWMG
1021
Prestige Wealth Management Group
New Jersey
$33.5K
SIC
1022
SJS Investment Consulting
Ohio
$33.3K +$5.2K +50 +19%
HWM
1023
Hemington Wealth Management
Virginia
$33K +$33K +341 New
IFS
1024
Intelligent Financial Strategies
Minnesota
$32.8K
UCB
1025
United Community Bank
South Carolina
$31.2K