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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 %
APC
1101
Aspire Private Capital
North Carolina
$7.69K -$42.3K -473 -85%
TSWM
1102
Tyler-Stone Wealth Management
Ohio
$7.69K
FWM
1103
Focused Wealth Management
New York
$7.48K +$89 +1 +1%
FRA
1104
Front Row Advisors
California
$7.16K -$24K -268 -77%
FFA
1105
Frazier Financial Advisors
Ohio
$7.16K +$7.16K +80 New
TWM
1106
Tradition Wealth Management
Minnesota
$7K -$467 -5 -6%
RWPA
1107
Richard W. Paul & Associates
Michigan
$6.98K
AWM
1108
Abound Wealth Management
Tennessee
$6.92K
PK
1109
Pflug Koory
Nebraska
$6.86K
FGA
1110
Fortis Group Advisors
New Jersey
$6.8K +$3.4K +38 +100%
MAWCM
1111
Mine & Arao Wealth Creation & Management
California
$6.71K
SL
1112
Salomon & Ludwin
Virginia
$6.51K
PWA
1113
Provenance Wealth Advisors
Florida
$6.26K +$5.1K +57 +438%
MSWM
1114
Mowery & Schoenfeld Wealth Management
Illinois
$6.26K +$6.26K +70 New
PCMC
1115
Planning Capital Management Corporation
Pennsylvania
$6K +$6K +67 New
TIM
1116
Thompson Investment Management
Wisconsin
$5.99K
MSG
1117
Main Street Group
Virginia
$5.82K +$5.82K +65 New
BWL
1118
Bogart Wealth LLC
Virginia
$5.79K +$4.55K +51 +364%
CAM
1119
Creekmur Asset Management
Illinois
$5.65K +$5.65K +63 New
SR
1120
Syntax Research
Florida
$5.28K
GFL
1121
Granite FO LLC
New Hampshire
$5.1K
HIIFS
1122
Harel Insurance Investments & Financial Services
Israel
$5K
TVWM
1123
Tower View Wealth Management
Wisconsin
$5K
VNA
1124
Valley National Advisers
Pennsylvania
$5K +$3.46K +45 +225%
FWM
1125
FSA Wealth Management
Massachusetts
$5K +$5K +57 New