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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
SN
1051
Sittner & Nelson
Oregon
$10.5K
1832 Asset Management
1052
1832 Asset Management
Ontario, Canada
$10.4K
PP
1053
PrairieView Partners
Minnesota
$10K
MFA
1054
McClarren Financial Advisors
Pennsylvania
$10K +$84 +1 +0.9%
DF
1055
DecisionPoint Financial
Arizona
$9.79K
CFS
1056
CGC Financial Services
Oregon
$9.79K +$9.27K +110 New
First Eagle Investment Management
1057
First Eagle Investment Management
New York
$9.44K
QL
1058
Quarry LP
New York
$9.44K +$8.93K +106 New
DI
1059
Disciplined Investments
Oklahoma
$9.26K -$34K -403 -79%
WTG
1060
West Tower Group
Virginia
$9.17K +$8.68K +103 New
FPB
1061
First PREMIER Bank
South Dakota
$9K
FPFS
1062
First Personal Financial Services
North Carolina
$8.9K
AFG
1063
Albion Financial Group
Utah
$8.9K +$8.43K +100 New
CFD
1064
Creative Financial Designs
Indiana
$8.76K
BAAM
1065
Baker Avenue Asset Management
California
$8.63K
TC
1066
Trium Capital
United Kingdom
$8.27K +$1.38M +16,375 +21%
TWM
1067
Tradition Wealth Management
Minnesota
$8K +$1.09K +13 +17%
TSWM
1068
Tyler-Stone Wealth Management
Ohio
$8K +$7.25K +86 New
Kayne Anderson Rudnick Investment Management
1069
Kayne Anderson Rudnick Investment Management
California
$7.74K +$674 +8 +10%
RWPA
1070
Richard W. Paul & Associates
Michigan
$7.57K
WP
1071
WealthPLAN Partners
Nebraska
$7.57K
FWM
1072
Focused Wealth Management
New York
$7.43K
OP
1073
ORG Partners
Indiana
$7K +$6.32K +75 New
AWM
1074
Abound Wealth Management
Tennessee
$6.87K +$842 +10 +15%
MAWCM
1075
Mine & Arao Wealth Creation & Management
California
$6.68K