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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 %
DMBA
776
Deseret Mutual Benefit Administrators
Utah
$252K -$37.9K -492 -13%
OSAM
777
O'Shaughnessy Asset Management
Connecticut
$251K +$71.7K +933 +40%
JMFC
778
J.M. Forbes & Co
Massachusetts
$250K -$385 -5 -0.2%
JAFL
779
Jay A. Fishman Ltd
Michigan
$250K
B
780
Bailard
California
$249K -$3.07K -40 -1%
EP
781
Eudaimonia Partners
Tennessee
$249K +$249K +3,241 New
RMC
782
Resources Management Corp
Connecticut
$248K -$43.6K -567 -15%
TCM
783
Teza Capital Management
Illinois
$248K +$67.4K +875 +37%
Wolverine Trading
784
Wolverine Trading
Illinois
$248K +$248K +3,194 New
SNB
785
Security National Bank
Nebraska
$248K +$248K +3,226 New
IFAM
786
Institutional & Family Asset Management
Colorado
$247K -$3.54K -46 -1%
NF
787
NTB Financial
Colorado
$247K
AWM
788
Apollon Wealth Management
South Carolina
$246K +$246K +3,201 New
OAM
789
Oppenheimer Asset Management
New York
$244K +$7.54K +98 +3%
Lido Advisors
790
Lido Advisors
California
$244K +$18.6K +242 +8%
MMPW
791
Mitchell McLeod Pugh & Williams
Alabama
$243K
SWMP
792
Signature Wealth Management Partners
New Jersey
$243K
GIM
793
Goelzer Investment Management
Indiana
$242K -$4.46K -58 -2%
FHA
794
First Horizon Advisors
Tennessee
$241K -$15.3K -198 -6%
BEAM
795
Baker Ellis Asset Management
Washington
$241K -$7.68K -100 -3%
WPW
796
Waldron Private Wealth
Pennsylvania
$241K +$9.91K +129 +4%
KPW
797
Kore Private Wealth
New York
$240K +$13.5K +176 +6%
AWS
798
Atria Wealth Solutions
New York
$240K +$240K +3,114 New
PFGIA
799
Patriot Financial Group Insurance Agency
Massachusetts
$238K -$17.8K -232 -7%
ST
800
Spinnaker Trust
Maine
$238K