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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 %
PS
1051
Planned Solutions
California
$16.6K +$16.6K +186 New
NFA
1052
Northwest Financial Advisors
Virginia
$16.1K +$16.1K +180 New
FP
1053
Financial Perspectives
Minnesota
$16.1K
PMFA
1054
Plante Moran Financial Advisors
Michigan
$15.7K
CMA
1055
Cedar Mountain Advisors
Oregon
$15.4K
MA
1056
MCF Advisors
Kentucky
$15.3K
FBC
1057
Fairfield, Bush & Co
Connecticut
$15.3K +$15.3K +171 New
WOC
1058
West Oak Capital
California
$15K
TFGT
1059
TS Financial Group (TSFG)
Illinois
$15K
GKIM
1060
GW&K Investment Management
Massachusetts
$15K +$640 +7 +4%
TLA
1061
Tanglewood Legacy Advisors
Texas
$14.9K
CFD
1062
Creative Financial Designs
Indiana
$14.8K +$1.61K +18 +12%
SIS
1063
Sound Income Strategies
Florida
$14.7K -$1.88K -21 -11%
CYG
1064
Clean Yield Group
Vermont
$14.7K -$1.52K -17 -9%
VCM
1065
Versant Capital Management
Arizona
$14.7K -$268 -3 -2%
LFA
1066
Level Financial Advisors
New York
$14.3K
WIA
1067
Wetzel Investment Advisors
Indiana
$14K +$14K +162 New
VWM
1068
Venturi Wealth Management
Texas
$13.8K +$7.25K +81 +111%
WIM
1069
Westside Investment Management
California
$13.4K
EDRH
1070
Edmond de Rothschild Holding
Switzerland
$13.4K
NSG
1071
Nalls Sherbakoff Group
Tennessee
$13.4K
AFS
1072
Annapolis Financial Services
Maryland
$13.4K
FWA
1073
FSC Wealth Advisors
New York
$12.9K
TSW
1074
Thompson Siegel & Walmsley
Virginia
$12K -$5.96K -69 -33%
FMP
1075
Financial Management Professionals
Texas
$12K +$6.69K +73 +126%