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Otis Worldwide
OTIS
OTIS
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: 1,099 → 1,123 (+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: 14 → 10 (-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
Top Buyers
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
+$253M |
| 2 |
Norges Bank
Oslo,
Norway
|
+$93.8M |
| 3 |
Millennium Management
New York
|
+$82.9M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$81.2M |
| 5 |
JP Morgan Chase
New York
|
+$49.3M |
Top Sellers
| 1 |
OIAM
OFI Invest Asset Management
Paris,
France
|
-$3.48B |
| 2 |
SP
Sarasin & Partners
London,
United Kingdom
|
-$292M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$196M |
| 4 |
Goldman Sachs
New York
|
-$87.5M |
| 5 |
PAM
PineStone Asset Management
Montreal,
Quebec, Canada
|
-$82.3M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PCTC
1176
Perkins Coie Trust Company
Seattle,
Washington
| – | -$17.5K | -207 | Closed |
|
|
SFG
1177
Steward Financial Group
Colleyville,
Texas
| – | -$9K | -113 | Closed |
|
|
MIA
1178
Milestone Investment Advisors
Middleton,
Wisconsin
| – | -$8.44K | -100 | Closed |
|
|
SC
1179
Schubert & Co
Mckinney,
Texas
| – | -$4.47K | -53 | Closed |
|
|
TCWA
1180
Ten Capital Wealth Advisors
Spokane,
Washington
| – | -$3.54K | -42 | Closed |
|
|
GFPC
1181
Global Financial Private Client
Sarasota,
Florida
| – | -$3.12K | -37 | Closed |
|
|
FCG
1182
Financial Connections Group
Corte Madera,
California
| – | -$2K | -29 | Closed |
|
|
VWM
1183
Venturi Wealth Management
Austin,
Texas
| – | -$1.69K | -20 | Closed |
|
|
HWP
1184
Highline Wealth Partners
Sherman Oaks,
California
| – | -$1.1K | -13 | Closed |
|
|
SSC
1185
Syverson Strege & Co
West Des Moines,
Iowa
| – | -$675 | -8 | Closed |
|
1186
Optiver Holding
Amsterdam,
Netherlands
| – | -$422 | -5 | Closed |
|