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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 %
CFS
1051
CGC Financial Services
Oregon
$9.79K +$9.79K +110 New
First Eagle Investment Management
1052
First Eagle Investment Management
New York
$9.44K
QL
1053
Quarry LP
New York
$9.44K +$9.44K +106 New
DI
1054
Disciplined Investments
Oklahoma
$9.26K -$35.9K -403 -79%
WTG
1055
West Tower Group
Virginia
$9.17K +$9.17K +103 New
FPB
1056
First PREMIER Bank
South Dakota
$9K
FPFS
1057
First Personal Financial Services
North Carolina
$8.9K
AFG
1058
Albion Financial Group
Utah
$8.9K +$8.9K +100 New
CFD
1059
Creative Financial Designs
Indiana
$8.76K
BAAM
1060
Baker Avenue Asset Management
California
$8.63K
TC
1061
Trium Capital
United Kingdom
$8.27K +$1.46K +16,375 +21%
TWM
1062
Tradition Wealth Management
Minnesota
$8K +$1.18K +13 +17%
TSWM
1063
Tyler-Stone Wealth Management
Ohio
$8K +$8K +86 New
Kayne Anderson Rudnick Investment Management
1064
Kayne Anderson Rudnick Investment Management
California
$7.74K +$712 +8 +10%
RWPA
1065
Richard W. Paul & Associates
Michigan
$7.57K
WP
1066
WealthPLAN Partners
Nebraska
$7.57K
FWM
1067
Focused Wealth Management
New York
$7.43K
OP
1068
ORG Partners
Indiana
$7K +$7K +75 New
AWM
1069
Abound Wealth Management
Tennessee
$6.87K +$892 +10 +15%
MAWCM
1070
Mine & Arao Wealth Creation & Management
California
$6.68K
HF
1071
Halpern Financial
Virginia
$6.45K +$6.45K +73 New
MAM
1072
Marquette Asset Management
Minnesota
$6.14K +$4.54K +51 +283%
TIM
1073
Thompson Investment Management
Wisconsin
$5.96K
NFSG
1074
Newbridge Financial Services Group
Florida
$5.7K
SIC
1075
SJS Investment Consulting
Ohio
$5.34K -$267 -3 -5%