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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 %
S
751
Surevest
California
$323K -$8.97K -103 -3%
BJL
752
Brighton Jones LLC
Washington
$322K +$46K +528 +17%
MIC
753
Meridian Investment Counsel
California
$321K +$33.8K +388 +12%
VFA
754
Valeo Financial Advisors
Indiana
$320K -$63.4K -728 -17%
BC
755
Burleson & Co
California
$320K
NAS
756
Nicolet Advisory Services
Wisconsin
$319K +$435 +5 +0.1%
HIA
757
Harbor Investment Advisory
Maryland
$319K +$31.1K +358 +11%
SCM
758
Shelton Capital Management
Colorado
$316K -$522K -6,000 -62%
SAM
759
S.A. Mason
Michigan
$316K
Members Trust
760
Members Trust
Florida
$316K +$4.71K +54 +2%
HSA
761
HBK Sorce Advisory
Pennsylvania
$313K +$17.2K +198 +6%
AWA
762
Amplius Wealth Advisors
Pennsylvania
$313K +$313K +3,600 New
CFG
763
Cooper Financial Group
California
$312K -$43.3K -497 -12%
BFO
764
Boston Family Office
Massachusetts
$311K -$48.8K -560 -14%
CI
765
Conning Inc
Connecticut
$311K -$18.9K -217 -6%
STCOSD
766
Sageworth Trust Company of South Dakota
South Dakota
$310K +$310K +3,561 New
SIM
767
Sentry Investment Management
Wisconsin
$309K -$29.4K -338 -9%
CCA
768
Checchi Capital Advisers
California
$309K +$5.74K +66 +2%
FIM
769
Fruth Investment Management
Texas
$308K
TMAM
770
Tokio Marine Asset Management
Japan
$308K +$11.8K +135 +4%
FNB
771
Farmers National Bank
Kentucky
$307K -$8.27K -95 -3%
B
772
Barings
North Carolina
$307K
CG
773
Caprock Group
Idaho
$307K +$307K +3,527 New
RP
774
Riverwater Partners
Wisconsin
$307K +$307K +3,527 New
NIM
775
Northeast Investment Management
Massachusetts
$305K -$34.5K -397 -10%