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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 %
DTC
801
Davidson Trust Company
Washington
$279K +$47.8K +550 +21%
NFG
802
Next Financial Group
Texas
$277K -$435 -5 -0.2%
MMPW
803
Mitchell McLeod Pugh & Williams
Alabama
$275K
SWMP
804
Signature Wealth Management Partners
New Jersey
$275K
SIA
805
Soltis Investment Advisors
Utah
$275K +$4.44K +51 +2%
ATC
806
Adirondack Trust Company
New York
$274K -$19.3K -222 -7%
WA
807
WBH Advisory
Maryland
$274K
HW
808
Hancock Whitney
Mississippi
$271K -$8.72K -100 -3%
AA
809
Ancora Advisors
Ohio
$271K -$4.35K -50 -2%
LWANC
810
Laurel Wealth Advisors (North Carolina)
North Carolina
$270K
9WM
811
9258 Wealth Management
Ohio
$270K +$1.48K +17 +0.6%
OWP
812
Obermeyer Wealth Partners
Colorado
$269K
ST
813
Spinnaker Trust
Maine
$269K +$31.6K +363 +13%
DHFB
814
Dixon Hubard Feinour & Brown
Virginia
$268K +$10.2K +117 +4%
LB
815
Legacy Bridge
Iowa
$268K +$20.5K +235 +8%
PTCG
816
Pring Turner Capital Group
California
$268K +$268K +3,075 New
OAM
817
Oppenheimer Asset Management
New York
$267K -$53.2K -613 -17%
BCM
818
Breiter Capital Management
Florida
$265K
CPA
819
Capital Planning Advisors
California
$265K +$6.53K +75 +3%
LCM
820
LCM Capital Management
Illinois
$264K -$1.83K -21 -0.7%
ESB
821
Essex Savings Bank
Connecticut
$263K -$21K -242 -7%
RCA
822
Resonant Capital Advisors
Wisconsin
$263K +$5.15K +59 +2%
MWM
823
Modera Wealth Management
New Jersey
$263K +$263K +3,021 New
DJSG
824
D.J. St. Germain
Massachusetts
$261K -$17.9K -206 -6%
SFM
825
Systematic Financial Management
New Jersey
$261K