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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 %
QI
801
Qtron Investments
Massachusetts
$237K -$229K -2,970 -49%
9WM
802
9258 Wealth Management
Ohio
$237K -$1.62K -21 -0.7%
LWANC
803
Laurel Wealth Advisors (North Carolina)
North Carolina
$237K -$1.23K -16 -0.5%
OWP
804
Obermeyer Wealth Partners
Colorado
$237K
LCM
805
LCM Capital Management
Illinois
$237K +$3.85K +50 +2%
KTC
806
Kistler-Tiffany Companies
Pennsylvania
$236K -$54.1K -704 -19%
RMCM
807
Reynders McVeigh Capital Management
Massachusetts
$236K -$12.3K -160 -5%
SIA
808
Soltis Investment Advisors
Utah
$235K -$8.32K -108 -3%
HW
809
Hancock Whitney
Mississippi
$235K -$5.1K -66 -2%
JLBC
810
J.L. Bainbridge & Co
Florida
$235K +$235K +3,054 New
SIM
811
Sentry Investment Management
Wisconsin
$234K -$39.4K -511 -14%
BCM
812
Breiter Capital Management
Florida
$234K
ESB
813
Essex Savings Bank
Connecticut
$233K
RCA
814
Resonant Capital Advisors
Wisconsin
$233K +$2.6K +34 +1%
CWM
815
Calamos Wealth Management
Illinois
$233K +$11.8K +153 +5%
LB
816
Legacy Bridge
Iowa
$232K -$5.01K -65 -2%
LI
817
LMCG Investments
Massachusetts
$232K +$232K +3,011 New
BL
818
Bleichroeder LP
New York
$231K
SFM
819
Systematic Financial Management
New Jersey
$231K
SLT
820
St Louis Trust
Missouri
$231K
MPI
821
Mairs & Power Inc
Minnesota
$230K +$15.4K +200 +7%
CPA
822
Capital Planning Advisors
California
$228K -$5.76K -75 -2%
HTC
823
Haverford Trust Company
Pennsylvania
$228K +$228K +2,963 New
RSVP
824
Ramsay Stattman Vela & Price
Colorado
$225K
AA
825
Ancora Advisors
Ohio
$223K -$16.8K -218 -7%