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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 %
ANI
651
American National Insurance
Texas
$385K -$93.2K -1,211 -19%
GFA
652
Gifford Fong Associates
California
$385K
MSR
653
Main Street Research
Connecticut
$384K -$28.1M -364,853 -99%
PA
654
Profund Advisors
Maryland
$384K -$69.6K -904 -15%
BHWM
655
Bar Harbor Wealth Management
New Hampshire
$381K -$23.6K -307 -6%
EWA
656
Exencial Wealth Advisors
Oklahoma
$377K -$53.2K -690 -12%
BST
657
Bath Savings Trust
Maine
$377K -$30.8K -400 -8%
SP
658
Symmetry Partners
Connecticut
$376K
LS
659
Livforsakringsbolaget Skandia
Sweden
$374K
Loomis, Sayles & Company
660
Loomis, Sayles & Company
Massachusetts
$373K +$213K +2,769 +133%
MFW
661
Meristem Family Wealth
Minnesota
$372K -$89K -1,157 -19%
1SB
662
1ST Source Bank
Indiana
$371K +$3.15K +41 +0.9%
MP
663
McDonald Partners
Ohio
$371K +$371K +4,823 New
ASN
664
Advisory Services Network
Georgia
$370K +$1.08K +14 +0.3%
FMWA
665
Forvis Mazars Wealth Advisors
Missouri
$368K -$3.69K -48 -1%
MYIA
666
Mount Yale Investment Advisors
Colorado
$368K +$38.7K +503 +12%
PFSC
667
Peoples Financial Services Corp
Pennsylvania
$365K
EI
668
Ellevest Inc
New York
$364K +$55.5K +720 +18%
HWM
669
HB Wealth Management
Georgia
$364K +$364K +4,735 New
BL
670
Balentine LLC
Georgia
$363K +$363K +4,722 New
PI
671
PEAK6 Investments
Illinois
$360K +$360K +4,674 New
EFSCE
672
Enterprise Financial Services Corp (EFSC)
Missouri
$359K -$6.39K -83 -2%
SWM
673
SeaCrest Wealth Management
New York
$355K -$15.2K -197 -4%
WPW
674
Warther Private Wealth
Ohio
$355K -$1.75K -23 -0.5%
FTDI
675
First Trust Direct Indexing
Massachusetts
$353K +$22.9K +297 +7%