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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 %
SAM
751
S.A. Mason
Michigan
$276K -$2.77K -36 -1%
S
752
Surevest
California
$275K -$10.3K -134 -4%
BFO
753
Boston Family Office
Massachusetts
$275K
HSA
754
HBK Sorce Advisory
Pennsylvania
$274K -$3.16K -41 -1%
AWA
755
Amplius Wealth Advisors
Pennsylvania
$274K -$2.69K -35 -1%
CCM
756
Covington Capital Management
California
$273K -$41.1K -535 -13%
SFA
757
Sequoia Financial Advisors
Ohio
$272K +$55K +715 +25%
FNB
758
Farmers National Bank
Kentucky
$272K
TH
759
TCTC Holdings
Texas
$270K -$78.6K -1,020 -23%
Members Trust
760
Members Trust
Florida
$270K -$8.6K -112 -3%
CF
761
Centaurus Financial
California
$269K -$83.5K -1,085 -24%
FFS
762
Founders Financial Securities
Maryland
$269K +$17.8K +231 +7%
DA
763
DCM Advisors
New York
$266K -$21.2K -275 -7%
AIM
764
Avity Investment Management
Connecticut
$266K +$11.5K +150 +5%
CBB
765
Citizens Business Bank
California
$262K
AWM
766
Altium Wealth Management
New York
$261K -$5.15K -67 -2%
MCC
767
Money Concepts Capital
Florida
$258K +$258K +3,358 New
LBC
768
Lowe Brockenbrough & Co
Virginia
$257K -$1.92K -25 -0.7%
CPA
769
Court Place Advisors
Maryland
$256K -$53.2K -690 -17%
ACM
770
Argent Capital Management
Missouri
$256K
OMC
771
Old Mission Capital
Illinois
$256K +$256K +3,329 New
GW
772
GW & Wade
Massachusetts
$255K -$30.5K -397 -11%
DWM
773
Defined Wealth Management
Oregon
$255K
LWCFA
774
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$254K -$1.54K -20 -0.6%
RIL
775
Rothschild Investment LLC
Illinois
$254K