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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 %
MSWM
1076
McGlone Suttner Wealth Management
Wisconsin
$11.9K +$11.9K +133 New
ETC
1077
Exchange Traded Concepts
Oklahoma
$11.7K +$9.93K +111 +555%
NA
1078
Nordwand Advisors
Pennsylvania
$11.6K +$11.6K +130 New
TIM
1079
Tortoise Investment Management
New York
$11.2K -$537 -6 -5%
S
1080
Sachetta
Massachusetts
$10.8K +$10.8K +121 New
GAMC
1081
Garner Asset Management Corp
Texas
$10.8K +$10.8K +119 New
MCM
1082
MidAtlantic Capital Management
Virginia
$10.7K +$10.7K +120 New
SN
1083
Sittner & Nelson
Oregon
$10.6K
RP
1084
Raelipskie Partnership
Ontario, Canada
$10.2K +$10.2K +114 New
PP
1085
PrairieView Partners
Minnesota
$10K
CFS
1086
CGC Financial Services
Oregon
$9.84K
DF
1087
DecisionPoint Financial
Arizona
$9.84K
SAM
1088
Smartleaf Asset Management
Massachusetts
$9.77K +$9.77K +107 New
PWMG
1089
Private Wealth Management Group
New Jersey
$9.4K +$9.4K +105 New
1832 Asset Management
1090
1832 Asset Management
Ontario, Canada
$9.31K
HGERS
1091
Householder Group Estate & Retirement Specialist
Arizona
$9K -$2.52K -30 -22%
FPB
1092
First PREMIER Bank
South Dakota
$9K
FPFS
1093
First Personal Financial Services
North Carolina
$8.95K
KWAG
1094
Kiely Wealth Advisory Group
North Carolina
$8.91K +$8.91K +100 New
TC
1095
Trium Capital
United Kingdom
$8.5K +$187 +2,094 +2%
Kayne Anderson Rudnick Investment Management
1096
Kayne Anderson Rudnick Investment Management
California
$8.41K +$626 +7 +8%
NFSG
1097
Newbridge Financial Services Group
Florida
$8.41K +$2.68K +30 +47%
Jones Financial Companies
1098
Jones Financial Companies
Missouri
$8.32K -$1.7K -19 -17%
BGAI
1099
Bruce G. Allen Investments
Colorado
$8.14K +$8.14K +91 New
LJHT
1100
Laurie J. Hall Trustee
$8K