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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
AW
1101
Avion Wealth
Texas
$2K +$2.53K +30 New
TCM
1102
TD Capital Management
Tennessee
$1.78K
ICM
1103
Intrepid Capital Management
Florida
$1.78K +$1.69K +20 New
IGWM
1104
ICA Group Wealth Management
Colorado
$1.6K -$253 -3 -14%
FCAG
1105
First Capital Advisors Group
New Jersey
$1.6K +$1.52K +18 New
CCM
1106
Chilton Capital Management
Texas
$1.34K
TCA
1107
Trifecta Capital Advisors
Illinois
$1.34K
RI
1108
Ridgewood Investments
New Jersey
$1.25K
BWL
1109
Bogart Wealth LLC
Virginia
$1.25K -$2.44K -29 -67%
AP
1110
Arlington Partners
Alabama
$1.25K
WPA
1111
West Paces Advisors
Georgia
$1.25K
GWMI
1112
Guardian Wealth Management (Illinois)
Illinois
$1.1K
BEI
1113
Benjamin Edwards Inc
Missouri
$1K
GTAM
1114
Global Trust Asset Management
Florida
$979
NMG
1115
New Millennium Group
Utah
$801
WWM
1116
Wolff Wiese Magana
California
$713
RA
1117
Rise Advisors
New York
$650
DWA
1118
Delos Wealth Advisors
Texas
$446
TF
1119
TimeScale Financial
Massachusetts
$186
PA
1120
PSI Advisors
Florida
$178
TWP
1121
TFO Wealth Partners
Ohio
$178
PAI
1122
Pittenger & Anderson Inc
Nebraska
$90 -$1.69K -20 -95%
Lord, Abbett & Co
1123
Lord, Abbett & Co
New Jersey
-$22.8M -270,190 Closed
BAM
1124
Broadcrest Asset Management
Florida
-$8.44M -100,000 Closed
Fidelity International
1125
Fidelity International
Bermuda
-$4.82M -57,078 Closed