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Otis Worldwide

1,082 hedge funds and large institutions have $24.9B invested in Otis Worldwide in 2022 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 366 increasing their positions, 449 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,082
Holders Change
-58
Holders Change %
-5.09%
% of All Funds
18.3%
Holding in Top 10
13
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+44.44%
% of All Funds
0.22%
New
62
Increased
366
Reduced
449
Closed
102
Calls
$223M
Puts
$398M
Net Calls
-$175M
Net Calls Change
-$189M
Name Holding Trade Value Shares
Change
Shares
Change %
LI
776
LMCG Investments
Massachusetts
$213K -$212 -3 -0.1%
IA
777
IFP Advisors
Florida
$213K
SCM
778
Stevens Capital Management
Pennsylvania
$212K -$839K -11,871 -80%
ST
779
Spinnaker Trust
Maine
$212K -$6.15K -87 -3%
BL
780
Bleichroeder LP
New York
$212K
SLT
781
St Louis Trust
Missouri
$212K
SFM
782
Systematic Financial Management
New Jersey
$212K
B
783
Bailard
California
$211K -$18K -255 -8%
SIA
784
Soltis Investment Advisors
Utah
$211K -$4.96K -70 -2%
FFM
785
Forum Financial Management
Illinois
$210K +$5.72K +81 +3%
BAM
786
Blueshift Asset Management
New Jersey
$209K -$5.02M -71,012 -96%
9WM
787
9258 Wealth Management
Ohio
$209K -$8.84K -125 -4%
FCBT
788
First Citizens Bank & Trust
North Carolina
$208K +$208K +2,950 New
PFGIA
789
Patriot Financial Group Insurance Agency
Massachusetts
$206K -$12.6K -178 -6%
LB
790
Legacy Bridge
Iowa
$206K -$7.08K -100 -3%
RSVP
791
Ramsay Stattman Vela & Price
Colorado
$206K
FTC
792
Farmers Trust Company
Ohio
$206K +$5.66K +80 +3%
CCM
793
Compton Capital Management
Rhode Island
$205K -$83.4K -1,178 -29%
SIM
794
Sentry Investment Management
Wisconsin
$205K -$9.69K -137 -5%
AA
795
Ancora Advisors
Ohio
$205K
WPW
796
Warther Private Wealth
Ohio
$204K -$130K -1,812 -39%
DJSG
797
D.J. St. Germain
Massachusetts
$204K -$847 -12 -0.4%
CI
798
Conning Inc
Connecticut
$204K -$496 -7 -0.2%
SCM
799
Shelton Capital Management
Colorado
$203K -$53K -752 -21%
AWM
800
Apollon Wealth Management
South Carolina
$203K -$23.1K -327 -10%