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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
CYG
1026
Clean Yield Group
Vermont
$16.1K
FP
1027
Financial Perspectives
Minnesota
$16K
PMFA
1028
Plante Moran Financial Advisors
Michigan
$15.7K
WOC
1029
West Oak Capital
California
$15.6K
CMA
1030
Cedar Mountain Advisors
Oregon
$15.3K
MA
1031
MCF Advisors
Kentucky
$15.2K
TFGT
1032
TS Financial Group (TSFG)
Illinois
$15K +$13.7K +163 New
TLA
1033
Tanglewood Legacy Advisors
Texas
$14.9K
VCM
1034
Versant Capital Management
Arizona
$14.9K +$337 +4 +2%
LFA
1035
Level Financial Advisors
New York
$14.2K
JWM
1036
Janiczek Wealth Management
Colorado
$14.1K
GKIM
1037
GW&K Investment Management
Massachusetts
$14K +$13K +154 New
JFGIW
1038
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$13.6K -$8.43K -100 -40%
TF
1039
Tompkins Financial
New York
$13.5K
WIM
1040
Westside Investment Management
California
$13.4K -$2.19K -26 -15%
AFS
1041
Annapolis Financial Services
Maryland
$13.4K
CAS
1042
Coppell Advisory Solutions
Texas
$13.3K +$12.6K +150 New
EWM
1043
Endurance Wealth Management
Rhode Island
$13K -$4.63K -55 -27%
FWA
1044
FSC Wealth Advisors
New York
$12.8K
MHR
1045
Matthew Hamilton Rosenberg
$12.6K
IWP
1046
IAG Wealth Partners
Wisconsin
$12.1K
NSG
1047
Nalls Sherbakoff Group
Tennessee
$11.9K
TIM
1048
Tortoise Investment Management
New York
$11.1K
FMP
1049
Financial Management Professionals
Texas
$11K -$1.09K -13 -10%
LWP
1050
Lumature Wealth Partners
Georgia
$10.8K