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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
CCT
1151
Capital City Trust
Florida
-$316K -3,741 Closed
GIA
1152
Gladstone Institutional Advisory
Florida
-$307K -3,632 Closed
LA
1153
LVW Advisors
New York
-$293K -3,473 Closed
BFM
1154
Boothbay Fund Management
New York
-$279K -3,300 Closed
PMEF
1155
Point72 Middle East FZE
United Arab Emirates
-$271K -3,216 Closed
SLF
1156
Sun Life Financial
Ontario, Canada
-$265K -3,150 Closed
MIC
1157
Meridian Investment Counsel
California
-$265K -3,137 Closed
FFA
1158
First Foundation Advisors
California
-$243K -2,883 Closed
BAM
1159
Belpointe Asset Management
Nevada
-$241K -2,857 Closed
CC
1160
Cipher Capital
New York
-$230K -2,724 Closed
GA
1161
Geller Advisors
New York
-$213K -2,522 Closed
LIM
1162
Leavell Investment Management
Alabama
-$211K -2,502 Closed
CFO
1163
Custos Family Office
Texas
-$211K -2,500 Closed
B
1164
Bailard
California
-$211K -2,497 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1165
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$169K -1,997 Closed
FA
1166
Fortis Advisors
Pennsylvania
-$101K -1,200 Closed
Walleye Trading
1167
Walleye Trading
New York
-$83.4K -990 Closed
AAS
1168
Ameritas Advisory Services
Nebraska
-$76.8K -918 Closed
TWA
1169
TCI Wealth Advisors
Arizona
-$51.3K -608 Closed
NHT
1170
New Hampshire Trust
New Hampshire
-$46.4K -550 Closed
ONST
1171
Old North State Trust
North Carolina
-$43K -507 Closed
RTC
1172
Riverview Trust Company
Washington
-$42.2K -500 Closed
AWM
1173
Accel Wealth Management
Iowa
-$37.9K -449 Closed
CSPAM
1174
Cary Street Partners Asset Management
Virginia
-$37.2K -441 Closed
OCM
1175
Orion Capital Management
California
-$31.6K -375 Closed