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Otis Worldwide

1,188 hedge funds and large institutions have $30.7B invested in Otis Worldwide in 2021 Q4 according to their latest regulatory filings, with 158 funds opening new positions, 355 increasing their positions, 473 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,188
Holders Change
+53
Holders Change %
+4.67%
% of All Funds
18.35%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.19%
New
158
Increased
355
Reduced
473
Closed
87
Calls
$123M
Puts
$28.4M
Net Calls
+$94.9M
Net Calls Change
+$10.8M
Name Holding Trade Value Shares
Change
Shares
Change %
FNFDCM
526
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$704K -$52.3K -600 -7%
Bessemer Group
527
Bessemer Group
New Jersey
$704K +$24.5K +280 +4%
VIA
528
Vident Investment Advisory
Georgia
$703K -$4.18K -48 -0.6%
MA
529
Montag & Associates
Georgia
$700K -$23.4K -269 -3%
EM
530
ELCO Management
New York
$700K -$1.66K -19 -0.2%
BRWA
531
B. Riley Wealth Advisors
Florida
$696K -$46K -528 -6%
AAS
532
Avantax Advisory Services
Texas
$696K +$32.6K +374 +5%
MFG
533
Merit Financial Group
Georgia
$692K -$7.4K -85 -1%
HFBOT
534
Home Federal Bank of Tennessee
Tennessee
$692K +$9.15K +105 +1%
FHA
535
Flagship Harbor Advisors
Massachusetts
$692K +$173K +1,990 +33%
PA
536
Pinnacle Associates
New York
$690K +$131K +1,504 +23%
SWP
537
Stratos Wealth Partners
Ohio
$685K +$8.62K +99 +1%
VCA
538
Verdence Capital Advisors
Maryland
$685K +$134K +1,536 +24%
SNBOSD
539
Security National Bank of So Dak
Iowa
$678K +$9.15K +105 +1%
AWM
540
AE Wealth Management
Kansas
$677K -$185K -2,120 -21%
SIC
541
Salem Investment Counselors
North Carolina
$675K -$250K -2,877 -27%
Carson Wealth (CWM LLC)
542
Carson Wealth (CWM LLC)
Nebraska
$671K +$671K +7,705 New
TBA
543
Tower Bridge Advisors
Pennsylvania
$663K -$31.7K -364 -5%
VBCG
544
Valley Brook Capital Group
Pennsylvania
$662K
CWP
545
Curated Wealth Partners
California
$653K
PA
546
Parallel Advisors
California
$651K +$9.84K +113 +2%
AWA
547
Arkadios Wealth Advisors
Georgia
$650K -$208K -2,392 -24%
SFFS
548
Stonehage Fleming Financial Services
Jersey
$640K
PFM
549
Parsec Financial Management
North Carolina
$635K +$174 +2 +0%
SFSG
550
Sound Financial Strategies Group
Mississippi
$630K -$14.3K -164 -2%