OTIS icon

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 %
MA
1026
MCF Advisors
Kentucky
$15.2K
TFGT
1027
TS Financial Group (TSFG)
Illinois
$15K +$15K +163 New
TLA
1028
Tanglewood Legacy Advisors
Texas
$14.9K
VCM
1029
Versant Capital Management
Arizona
$14.9K +$356 +4 +2%
LFA
1030
Level Financial Advisors
New York
$14.2K
JWM
1031
Janiczek Wealth Management
Colorado
$14.1K
GKIM
1032
GW&K Investment Management
Massachusetts
$14K +$14K +154 New
JFGIW
1033
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$13.6K -$8.9K -100 -40%
TF
1034
Tompkins Financial
New York
$13.5K
WIM
1035
Westside Investment Management
California
$13.4K -$2.31K -26 -15%
AFS
1036
Annapolis Financial Services
Maryland
$13.4K
CAS
1037
Coppell Advisory Solutions
Texas
$13.3K +$13.3K +150 New
EWM
1038
Endurance Wealth Management
Rhode Island
$13K -$4.77K -55 -27%
FWA
1039
FSC Wealth Advisors
New York
$12.8K
MHR
1040
Matthew Hamilton Rosenberg
$12.6K
IWP
1041
IAG Wealth Partners
Wisconsin
$12.1K
NSG
1042
Nalls Sherbakoff Group
Tennessee
$11.9K
TIM
1043
Tortoise Investment Management
New York
$11.1K
FMP
1044
Financial Management Professionals
Texas
$11K -$1.2K -13 -10%
LWP
1045
Lumature Wealth Partners
Georgia
$10.8K
SN
1046
Sittner & Nelson
Oregon
$10.5K
1832 Asset Management
1047
1832 Asset Management
Ontario, Canada
$10.4K
PP
1048
PrairieView Partners
Minnesota
$10K
MFA
1049
McClarren Financial Advisors
Pennsylvania
$10K +$86 +1 +0.9%
DF
1050
DecisionPoint Financial
Arizona
$9.79K