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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 %
DHFB
701
Dixon Hubard Feinour & Brown
Virginia
$336K +$99.2K +1,289 +42%
NEGWA
702
New England Guild Wealth Advisors
Connecticut
$334K
SACTSONJ
703
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$331K
DMC
704
Drexel Morgan & Co
Pennsylvania
$330K
FWTB
705
First Western Trust Bank
Colorado
$330K +$330K +4,244 New
ANRIA
706
American National Registered Investment Advisor
Texas
$327K -$14.8K -192 -4%
PIM
707
Penobscot Investment Management
Massachusetts
$327K -$13.2K -172 -4%
CFO
708
Collective Family Office
Pennsylvania
$326K -$692 -9 -0.2%
CWM
709
Concentric Wealth Management
California
$325K
NAM
710
NTV Asset Management
West Virginia
$325K +$1K +13 +0.3%
PFO
711
Pathstone Family Office
New Jersey
$323K -$199K -2,368 -38%
CFG
712
Cooper Financial Group
California
$322K +$46.6K +605 +17%
IAIM
713
Industrial Alliance Investment Management
Quebec, Canada
$321K -$119K -1,546 -27%
BWAM
714
Boyd Watterson Asset Management
Ohio
$319K +$20.9K +271 +7%
Twin Tree Management
715
Twin Tree Management
Texas
$318K -$1.89M -24,624 -86%
SWM
716
Shakespeare Wealth Management
Wisconsin
$318K +$230 +3 +0.1%
AP
717
Atwood & Palmer
Missouri
$317K
CCM
718
Compton Capital Management
Rhode Island
$314K -$31.1K -404 -9%
TCPWM
719
Traverso Chambers Private Wealth Management
California
$314K
S
720
SignatureFD
Georgia
$313K +$15.7K +204 +5%
SLF
721
Sun Life Financial
Ontario, Canada
$309K -$10.3K -134 -3%
SW
722
SlateStone Wealth
Florida
$309K
BA
723
Bennicas & Associates
California
$308K
CCFCSB
724
Cape Cod Five Cents Savings Bank
Massachusetts
$307K -$54.2K -704 -15%
FMLI
725
Fukoku Mutual Life Insurance
Japan
$307K