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Otis Worldwide

1,082 hedge funds and large institutions have $24.9B invested in Otis Worldwide in 2022 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 366 increasing their positions, 449 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,082
Holders Change
-58
Holders Change %
-5.09%
% of All Funds
18.3%
Holding in Top 10
13
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+44.44%
% of All Funds
0.22%
New
62
Increased
366
Reduced
449
Closed
102
Calls
$223M
Puts
$398M
Net Calls
-$175M
Net Calls Change
-$189M
Name Holding Trade Value Shares
Change
Shares
Change %
CCB
626
Country Club Bank
Missouri
$351K -$272K -3,901 -44%
FTDI
627
First Trust Direct Indexing
Massachusetts
$351K +$27.2K +385 +8%
CAG
628
Crestwood Advisors Group
Massachusetts
$349K -$24.7K -349 -7%
BST
629
Bath Savings Trust
Maine
$346K -$849 -12 -0.2%
SP
630
Symmetry Partners
Connecticut
$346K
EWA
631
Exencial Wealth Advisors
Oklahoma
$345K -$777 -11 -0.2%
BL
632
Balentine LLC
Georgia
$345K +$11.4K +162 +3%
FHA
633
Flagship Harbor Advisors
Massachusetts
$344K -$144K -2,039 -30%
DCM
634
Donaldson Capital Management
Indiana
$344K -$27.3K -387 -7%
BTW
635
Boston Trust Walden
Massachusetts
$341K -$70.5K -999 -17%
CCA
636
Checchi Capital Advisers
California
$341K +$57.2K +732 +20%
S
637
SignatureFD
Georgia
$341K +$53.4K +755 +19%
CSPIA
638
Cary Street Partners Investment Advisory
Virginia
$340K +$340K +4,814 New
DHFB
639
Dixon Hubard Feinour & Brown
Virginia
$338K +$29.1K +412 +9%
BTWM
640
Baker Tilly Wealth Management
Wisconsin
$337K +$22.2K +315 +7%
MP
641
McDonald Partners
Ohio
$336K -$4.66K -66 -1%
MAM
642
Meeder Asset Management
Ohio
$336K +$74.4K +1,055 +28%
OSAM
643
O'Shaughnessy Asset Management
Connecticut
$336K +$105K +1,486 +45%
KIA
644
KCM Investment Advisors
California
$335K -$22.9K -325 -6%
SYBT
645
Stock Yards Bank & Trust
Kentucky
$333K +$143K +2,022 +75%
SWM
646
SeaCrest Wealth Management
New York
$332K +$6.22K +88 +2%
BFA
647
Bragg Financial Advisors
North Carolina
$329K -$97.8K -1,385 -23%
IIA
648
ICW Investment Advisors
Arizona
$326K +$6.93K +98 +2%
TAM
649
Tucker Asset Management
Colorado
$323K +$4.45K +63 +1%
PCM
650
Pointe Capital Management
Michigan
$323K