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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 %
GFL
1076
Granite FO LLC
New Hampshire
$5.07K
HIIFS
1077
Harel Insurance Investments & Financial Services
Israel
$5K
TVWM
1078
Tower View Wealth Management
Wisconsin
$5K +$5K +57 New
GJIA
1079
Glass Jacobson Investment Advisors
Maryland
$4.84K +$4.84K +54 New
SS
1080
Sunbelt Securities
Texas
$4.63K
WWP
1081
WR Wealth Planners
Missouri
$4.45K -$534 -6 -11%
HI
1082
Hoey Investments
Pennsylvania
$4.1K
TFA
1083
Toth Financial Advisory
Virginia
$4.01K -$6.32K -71 -61%
ME
1084
McIlrath & Eck
Washington
$4.01K
SWA
1085
SOA Wealth Advisors
New York
$3.56K
LFG
1086
Larson Financial Group
Missouri
$3.52K +$88 +1 +3%
TWD
1087
True Wealth Design
Ohio
$2.94K
GWSG
1088
GPS Wealth Strategies Group
Colorado
$2.49K +$2.49K +28 New
FFL
1089
Financial Freedom LLC
Ohio
$2.42K
PP
1090
PFS Partners
New Jersey
$2.3K
PCFFS
1091
Pacific Center for Financial Services
California
$2.23K
NCM
1092
Northwest Capital Management
Oregon
$2.05K +$2.05K +23 New
TLCM
1093
Twin Lakes Capital Management
California
$2.04K
VNA
1094
Valley National Advisers
Pennsylvania
$2K
OAJ
1095
Ogorek Anthony Joseph
New York
$2K
AW
1096
Avion Wealth
Texas
$2K +$2K +30 New
TCM
1097
TD Capital Management
Tennessee
$1.78K
ICM
1098
Intrepid Capital Management
Florida
$1.78K +$1.78K +20 New
IGWM
1099
ICA Group Wealth Management
Colorado
$1.6K -$267 -3 -14%
FCAG
1100
First Capital Advisors Group
New Jersey
$1.6K +$1.6K +18 New