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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
HF
1076
Halpern Financial
Virginia
$6.45K +$6.15K +73 New
MAM
1077
Marquette Asset Management
Minnesota
$6.14K +$4.3K +51 +283%
TIM
1078
Thompson Investment Management
Wisconsin
$5.96K
NFSG
1079
Newbridge Financial Services Group
Florida
$5.7K
SIC
1080
SJS Investment Consulting
Ohio
$5.34K -$253 -3 -5%
GFL
1081
Granite FO LLC
New Hampshire
$5.07K
HIIFS
1082
Harel Insurance Investments & Financial Services
Israel
$5K
TVWM
1083
Tower View Wealth Management
Wisconsin
$5K +$4.8K +57 New
GJIA
1084
Glass Jacobson Investment Advisors
Maryland
$4.84K +$4.55K +54 New
SS
1085
Sunbelt Securities
Texas
$4.63K
WWP
1086
WR Wealth Planners
Missouri
$4.45K -$505 -6 -11%
HI
1087
Hoey Investments
Pennsylvania
$4.09K
TFA
1088
Toth Financial Advisory
Virginia
$4.01K -$5.98K -71 -61%
ME
1089
McIlrath & Eck
Washington
$4K
SWA
1090
SOA Wealth Advisors
New York
$3.56K
LFG
1091
Larson Financial Group
Missouri
$3.52K +$84 +1 +3%
TWD
1092
True Wealth Design
Ohio
$2.94K
GWSG
1093
GPS Wealth Strategies Group
Colorado
$2.49K +$2.36K +28 New
FFL
1094
Financial Freedom LLC
Ohio
$2.42K
PP
1095
PFS Partners
New Jersey
$2.3K
PCFFS
1096
Pacific Center for Financial Services
California
$2.23K
NCM
1097
Northwest Capital Management
Oregon
$2.05K +$1.94K +23 New
TLCM
1098
Twin Lakes Capital Management
California
$2.04K
OAJ
1099
Ogorek Anthony Joseph
New York
$2K
VNA
1100
Valley National Advisers
Pennsylvania
$2K