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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 %
AWM
776
Altium Wealth Management
New York
$302K -$15.1K -173 -5%
CCMW
777
Cypress Capital Management (Wyoming)
Wyoming
$301K -$5.4K -62 -2%
CBB
778
Citizens Business Bank
California
$296K
MPM
779
MBB Public Markets
Illinois
$296K +$296K +3,398 New
LBC
780
Lowe Brockenbrough & Co
Virginia
$293K -$11.9K -137 -4%
CL
781
CPWM LLC
Washington
$291K
CGL
782
Clarius Group LLC
Washington
$291K +$14.4K +165 +5%
WWM
783
Western Wealth Management
Colorado
$291K +$291K +3,403 New
ACM
784
Argent Capital Management
Missouri
$290K
PFGIA
785
Patriot Financial Group Insurance Agency
Massachusetts
$290K +$87 +1 +0%
FHA
786
First Horizon Advisors
Tennessee
$289K -$23.5K -270 -8%
LWCFA
787
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$289K +$1.74K +20 +0.6%
AIM
788
Avity Investment Management
Connecticut
$288K -$1.66K -19 -0.6%
RIL
789
Rothschild Investment LLC
Illinois
$288K
DWM
790
Defined Wealth Management
Oregon
$288K
B
791
Bailard
California
$286K -$10.6K -122 -4%
CWM
792
Congress Wealth Management
Massachusetts
$286K +$286K +3,285 New
FFS
793
Founders Financial Securities
Maryland
$284K +$15.7K +181 +6%
IFAM
794
Institutional & Family Asset Management
Colorado
$283K
JMFC
795
J.M. Forbes & Co
Massachusetts
$283K +$21.5K +247 +8%
JAFL
796
Jay A. Fishman Ltd
Michigan
$283K +$27.2K +312 +11%
BEAM
797
Baker Ellis Asset Management
Washington
$282K
RMCM
798
Reynders McVeigh Capital Management
Massachusetts
$281K +$21.1K +243 +8%
NF
799
NTB Financial
Colorado
$280K +$280K +3,214 New
GIM
800
Goelzer Investment Management
Indiana
$279K +$5.04K +58 +2%