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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 %
KFS
1026
Kelly Financial Services
Massachusetts
$23.8K +$90 +1 +0.4%
CP
1027
Castleview Partners
Texas
$23.7K +$23.7K +265 New
AIC
1028
Archer Investment Corporation
Indiana
$23.5K
CAM
1029
Costello Asset Management
Pennsylvania
$23.4K
OCM
1030
Osterweis Capital Management
California
$22.4K
OPTFSNA
1031
Old Point Trust & Financial Services N A
Virginia
$22.4K +$22.4K +250 New
HCP
1032
Hexagon Capital Partners
Arkansas
$22.2K +$3.94K +44 +22%
AAG
1033
Armstrong Advisory Group
Massachusetts
$22.1K
CWP
1034
Concord Wealth Partners
Virginia
$21.1K
WBC
1035
West Branch Capital
Massachusetts
$20.8K
BCPWM
1036
Bradley & Co Private Wealth Management
Florida
$20.6K
DIP
1037
DT Investment Partners
Pennsylvania
$20.4K
TF
1038
Tompkins Financial
New York
$19.4K +$1.34K +15 +7%
MFA
1039
McClarren Financial Advisors
Pennsylvania
$19K +$8.84K +101 +87%
B
1040
Birchbrook
Maine
$19K +$19K +212 New
GEA
1041
Glen Eagle Advisors
New Jersey
$18.6K -$3.76K -42 -17%
TFIPS
1042
Towarzystwo Funduszy Inwestycyjnych PZU SA
$18.3K +$18.3K +204 New
HGA
1043
Hobbs Group Advisors
South Carolina
$18.2K +$18.2K +203 New
BC
1044
Barrett & Company
Rhode Island
$17.9K
RAM
1045
Riggs Asset Management
Pennsylvania
$17.8K
RTL
1046
Red Tortoise LLC
Georgia
$17.7K -$2.42K -27 -12%
SFCL
1047
Strengthening Families & Communities LLC
Massachusetts
$17.6K +$89 +1 +0.5%
HCM
1048
Highlander Capital Management
New Jersey
$17.5K
RG
1049
Retirement Group
California
$17.1K
MHR
1050
Matthew Hamilton Rosenberg
$16.8K +$4.12K +46 +32%