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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
17.19%
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 %
TF
1051
Tompkins Financial
New York
$22.6K
B
1052
Birchbrook
Maine
$22K
GEA
1053
Glen Eagle Advisors
New Jersey
$21.6K
RAM
1054
Riggs Asset Management
Pennsylvania
$21.4K
HGA
1055
Hobbs Group Advisors
South Carolina
$21.1K
GKIM
1056
GW&K Investment Management
Massachusetts
$21K +$2.44K +23 +13%
AAG
1057
Armstrong Advisory Group
Massachusetts
$20.9K
OW
1058
Olistico Wealth
Oklahoma
$20.8K
BC
1059
Barrett & Company
Rhode Island
$20.8K
RTL
1060
Red Tortoise LLC
Georgia
$20.6K
HCP
1061
Hexagon Capital Partners
Arkansas
$20.6K +$935 +9 +5%
CP
1062
Castleview Partners
Texas
$20.5K +$1.46K +14 +8%
PS
1063
Planned Solutions
California
$19.3K +$19.3K +186 New
AF
1064
Advisornet Financial
Minnesota
$19K +$416 +4 +2%
AAG
1065
Accordant Advisory Group
Maryland
$18.8K +$5.82K +56 +45%
NFA
1066
Northwest Financial Advisors
Virginia
$18.8K +$18.8K +181 New
FP
1067
Financial Perspectives
Minnesota
$18.7K
HC
1068
Hara Capital
Washington
$18.7K +$18.7K +180 New
CMA
1069
Cedar Mountain Advisors
Oregon
$18K
NRG
1070
Nemes Rush Group
Michigan
$17.8K
TLA
1071
Tanglewood Legacy Advisors
Texas
$17.4K
TFGT
1072
TS Financial Group (TSFG)
Illinois
$17K
CWM
1073
Cranbrook Wealth Management
Michigan
$16.8K -$13K -125 -44%
VCM
1074
Versant Capital Management
Arizona
$16K -$22.3K -215 -58%
AFS
1075
Annapolis Financial Services
Maryland
$15.7K +$104 +1 +0.7%