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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 %
WJWM
701
Williams Jones Wealth Management
New York
$376K -$6.97K -80 -2%
Rafferty Asset Management
702
Rafferty Asset Management
New York
$374K -$150K -1,727 -29%
SACTSONJ
703
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$374K
FTDI
704
First Trust Direct Indexing
Massachusetts
$373K -$870 -10 -0.2%
DMC
705
Drexel Morgan & Co
Pennsylvania
$373K
MYIA
706
Mount Yale Investment Advisors
Colorado
$373K +$2.27K +26 +0.6%
IIA
707
ICW Investment Advisors
Arizona
$372K +$79.2K +911 +27%
CFO
708
Collective Family Office
Pennsylvania
$370K -$41K -471 -10%
CWM
709
Concentric Wealth Management
California
$368K
NAM
710
NTV Asset Management
West Virginia
$367K -$13.7K -157 -4%
UBV
711
United Bank (Virginia)
Virginia
$366K -$4.35K -50 -1%
CA
712
Clearstead Advisors
Ohio
$365K -$34.5K -396 -9%
FCCM
713
First City Capital Management
Georgia
$364K -$62.9K -763 -15%
CFA
714
Carroll Financial Associates
North Carolina
$363K +$1.56K +18 +0.4%
SLF
715
Sun Life Financial
Ontario, Canada
$362K +$19.7K +227 +6%
SWM
716
Shakespeare Wealth Management
Wisconsin
$361K -$1.74K -20 -0.5%
CAG
717
Csenge Advisory Group
Florida
$359K -$986 -12 -0.3%
AP
718
Atwood & Palmer
Missouri
$359K
CCM
719
Covington Capital Management
California
$356K -$21.8K -250 -6%
TCPWM
720
Traverso Chambers Private Wealth Management
California
$356K
BFS
721
Bard Financial Services
Connecticut
$352K
FNT
722
First National Trust
Pennsylvania
$350K -$47.5K -545 -12%
SW
723
SlateStone Wealth
Florida
$350K +$91K +1,045 +35%
CPA
724
Court Place Advisors
Maryland
$349K -$1.39K -16 -0.4%
BA
725
Bennicas & Associates
California
$349K