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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
MIM
201
MetLife Investment Management
New Jersey
$9.43M -$271K -3,218 -3%
CB
202
Commerce Bank
Missouri
$9.4M -$562K -6,666 -6%
VIA
203
Vident Investment Advisory
Georgia
$9.38M +$8.23M +97,636 +1,265%
Tudor Investment Corp
204
Tudor Investment Corp
Connecticut
$9.07M -$2.15M -25,578 -20%
IG
205
ING Group
Netherlands
$8.93M -$2.29M -27,160 -21%
LPL Financial
206
LPL Financial
California
$8.78M +$468K +5,557 +6%
Allianz Asset Management
207
Allianz Asset Management
Germany
$8.74M -$10.3M -122,288 -55%
FDCDDQ
208
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.72M +$62.8K +746 +0.8%
Caisse de Depot et Placement du Quebec (CDPQ)
209
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$8.7M +$1.23M +14,594 +18%
FAF
210
Fjarde Ap-fonden
Sweden
$8.65M +$5.01M +59,500 +158%
SIC
211
Schwartz Investment Counsel
Michigan
$8.63M
AIA
212
Allied Investment Advisors
Montana
$8.5M +$400K +4,750 +5%
Stifel Financial
213
Stifel Financial
Missouri
$8.36M -$582K -6,908 -7%
Retirement Systems of Alabama
214
Retirement Systems of Alabama
Alabama
$8.36M -$2.42M -28,693 -23%
SOADOR
215
State of Alaska Department of Revenue
Alaska
$8.16M -$501K -5,952 -6%
GIA
216
Gateway Investment Advisers
Ohio
$8.09M +$527K +6,261 +7%
GAM
217
Gotham Asset Management
New York
$7.83M +$4.13M +49,029 +126%
DZ Bank
218
DZ Bank
Germany
$7.69M
Capital Fund Management (CFM)
219
Capital Fund Management (CFM)
France
$7.68M +$3.13M +37,138 +76%
TPSF
220
Texas Permanent School Fund
Texas
$7.65M +$12.7K +151 +0.2%
First Manhattan
221
First Manhattan
New York
$7.6M -$367K -4,361 -5%
EW
222
Evoke Wealth
California
$7.52M -$1.12M -13,318 -14%
JMPWA
223
JP Morgan Private Wealth Advisors
California
$7.45M -$934K -11,081 -12%
BPCE
224
Bank Pictet & Cie (Europe)
Germany
$7.44M -$222K -2,638 -3%
WCM
225
Windward Capital Management
California
$7.33M -$27.7K -329 -0.4%