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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 %
UCB
1026
United Community Bank
South Carolina
$31.2K
HFS
1027
Hantz Financial Services
Michigan
$31K
DSC
1028
Duncker Streett & Co
Missouri
$30.7K +$5.2K +50 +20%
GSEP
1029
Golden State Equity Partners
California
$30.7K +$30.7K +295 New
CB
1030
CNB Bank
Pennsylvania
$30.4K
JPWM
1031
Jamison Private Wealth Management
Georgia
$30.2K
CCA
1032
Criterion Capital Advisors
Tennessee
$30.2K -$1.15K -12 -4%
VWM
1033
Venturi Wealth Management
Texas
$29.8K -$44K -423 -60%
ATS
1034
Ashton Thomas Securities
New York
$29.2K +$29.2K +281 New
NIC
1035
Northwest Investment Counselors
Oregon
$28.3K +$28.3K +272 New
AIC
1036
Archer Investment Corporation
Indiana
$27.3K
CAM
1037
Costello Asset Management
Pennsylvania
$27.2K
CWP
1038
Concord Wealth Partners
Virginia
$26K -$832 -8 -3%
OCM
1039
Osterweis Capital Management
California
$26K
LB
1040
Legacy Bridge
Iowa
$26K
MWM
1041
Mascoma Wealth Management
New Hampshire
$26K
OPTFSNA
1042
Old Point Trust & Financial Services N A
Virginia
$26K
RTC
1043
Riverview Trust Company
Washington
$25.2K +$25.2K +242 New
NS
1044
NBC Securities
Alabama
$25K
SWM
1045
Sugarloaf Wealth Management
Georgia
$24.5K
CPBTD
1046
Central Pacific Bank - Trust Division
Hawaii
$24.4K
WBC
1047
West Branch Capital
Massachusetts
$24.1K
DIP
1048
DT Investment Partners
Pennsylvania
$23.6K
AS
1049
Altshuler Shaham
Israel
$23.6K +$1.87K +18 +9%
NFSG
1050
Newbridge Financial Services Group
Florida
$23K +$17.8K +171 +342%