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Otis Worldwide

1,140 hedge funds and large institutions have $27B invested in Otis Worldwide in 2022 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 337 increasing their positions, 501 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,140
Holders Change
-48
Holders Change %
-4.04%
% of All Funds
18.04%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.14%
New
84
Increased
337
Reduced
501
Closed
116
Calls
$52.5M
Puts
$38.9M
Net Calls
+$13.6M
Net Calls Change
-$81.3M
Name Holding Trade Value Shares
Change
Shares
Change %
TBA
551
Tower Bridge Advisors
Pennsylvania
$559K -$26.9K -349 -5%
WJWM
552
Williams Jones Wealth Management
New York
$556K +$224K +2,905 +67%
PA
553
Parallel Advisors
California
$555K -$25.6K -330 -4%
AAM
554
AR Asset Management
California
$554K
Carson Wealth (CWM LLC)
555
Carson Wealth (CWM LLC)
Nebraska
$550K -$42.5K -553 -7%
VBCG
556
Valley Brook Capital Group
Pennsylvania
$546K -$38.3K -499 -7%
RWA
557
River Wealth Advisors
Pennsylvania
$541K +$2.54K +33 +0.5%
SWP
558
Stratos Wealth Partners
Ohio
$539K -$65.8K -856 -11%
EHC
559
Everett Harris & Co
California
$539K
KIA
560
Kraematon Investment Advisors
Massachusetts
$538K -$6.61K -86 -1%
ACM
561
Allred Capital Management
Texas
$538K +$9.61K +125 +2%
FC
562
Forte Capital
New York
$537K
Point72 Asset Management
563
Point72 Asset Management
Connecticut
$536K +$536K +6,970 New
IGGA
564
Iron Gate Global Advisors
Utah
$535K -$4.42K -58 -0.8%
CC
565
Chicago Capital
Illinois
$534K
FHA
566
Flagship Harbor Advisors
Massachusetts
$532K -$79.8K -1,036 -13%
HIM
567
Hillsdale Investment Management
Ontario, Canada
$531K +$531K +6,900 New
GCM
568
Graham Capital Management
Connecticut
$531K +$531K +6,908 New
AMIM
569
Aull & Monroe Investment Management
Alabama
$529K -$5.77K -75 -1%
FCH
570
Freestone Capital Holdings
Washington
$529K +$93.9K +1,221 +22%
HL
571
HeadInvest LLC
Maine
$526K -$10.1K -131 -2%
WC
572
Westhampton Capital
North Carolina
$526K -$9.61K -125 -2%
WAM
573
Werlinich Asset Management
Connecticut
$525K
IRF
574
IBM Retirement Fund
New York
$522K -$27.9K -363 -5%
Simplex Trading
575
Simplex Trading
Illinois
$521K +$521K +6,779 New