OTIS icon

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 %
SPC
576
Sigma Planning Corp
Michigan
$518K -$36.8K -478 -7%
EWM
577
Empirical Wealth Management
Washington
$514K +$117K +1,526 +30%
IWC
578
Integrated Wealth Concepts
Massachusetts
$508K +$49.3K +641 +11%
PP
579
Patten & Patten
Tennessee
$507K -$24.2K -315 -5%
PAS
580
Park Avenue Securities
New York
$507K -$14.4K -187 -3%
MGP
581
Metis Global Partners
California
$507K +$221K +2,868 +77%
MC
582
Moors & Cabot
Massachusetts
$506K +$36.1K +469 +8%
HIC
583
Holderness Investments Company
North Carolina
$501K +$12.7K +165 +3%
SIA
584
Schechter Investment Advisors
Michigan
$497K +$37.8K +492 +8%
WWM
585
Western Wealth Management
Colorado
$494K +$232K +3,008 +88%
APA
586
American Portfolios Advisors
New York
$492K +$11.2K +145 +2%
MYAM
587
Meiji Yasuda Asset Management
Japan
$490K -$41.5K -540 -8%
AIM
588
AHL Investment Management
Florida
$490K -$6.15K -80 -1%
IAS
589
Investment Advisory Services
Texas
$489K +$77 +1 +0%
OL
590
Optas LLC
Texas
$485K +$1.08K +14 +0.2%
JAG
591
Journey Advisory Group
Kentucky
$483K -$21.2K -275 -4%
Cetera Investment Advisers
592
Cetera Investment Advisers
Illinois
$482K -$44.7K -581 -8%
NAM
593
NorthCrest Asset Manangement
Minnesota
$482K -$18.5K -240 -4%
WSFS
594
Wilmington Savings Fund Society
Delaware
$477K -$19.5K -254 -4%
MIC
595
Means Investment Company
Maine
$476K
TTWM
596
TCV Trust & Wealth Management
Virginia
$474K -$53.8K -700 -10%
SNBOSCI
597
Security National Bank of Sioux City Iowa
Iowa
$474K -$17.1K -222 -3%
PCG
598
Private Capital Group
Connecticut
$474K +$111K +1,441 +31%
QT
599
Quantbot Technologies
New York
$474K +$474K +6,169 New
Cerity Partners
600
Cerity Partners
New York
$473K +$41.1K +532 +10%