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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 %
SFM
826
Systematic Financial Management
New Jersey
$261K
BL
827
Bleichroeder LP
New York
$261K
WPW
828
Waldron Private Wealth
Pennsylvania
$261K +$174 +2 +0.1%
MWM
829
Meridian Wealth Management
Kentucky
$260K -$87 -1 -0%
CBA
830
Coastal Bridge Advisors
Connecticut
$259K +$259K +3,414 New
APP
831
Avantax Planning Partners
Iowa
$258K +$8.09K +93 +3%
GWM
832
Geneos Wealth Management
Colorado
$257K -$1.04K -12 -0.4%
FTC
833
Farmers Trust Company
Ohio
$257K -$435 -5 -0.2%
KPW
834
Kore Private Wealth
New York
$256K -$175K -2,017 -41%
IAA
835
Independent Advisor Alliance
North Carolina
$255K -$14.7K -169 -5%
Lido Advisors
836
Lido Advisors
California
$255K +$6.18K +71 +2%
CAL
837
Capital Analysts LLC
Pennsylvania
$254K -$15.2K -174 -6%
RSVP
838
Ramsay Stattman Vela & Price
Colorado
$254K
CT
839
Chicago Trust
Illinois
$254K +$254K +2,916 New
EN1L
840
Engine No 1 LLC
California
$253K +$253K +2,907 New
HCM
841
Howland Capital Management
Massachusetts
$251K -$36.9K -423 -13%
CWM
842
Calamos Wealth Management
Illinois
$251K +$4.1K +47 +2%
IFWM
843
Institute for Wealth Management
Colorado
$249K -$522 -6 -0.2%
CIC
844
Crawford Investment Counsel
Georgia
$248K -$12.5K -144 -5%
TA
845
Tiedemann Advisors
New York
$248K
OPS
846
Orion Portfolio Solutions
Nebraska
$246K +$261 +3 +0.1%
SFA
847
Sequoia Financial Advisors
Ohio
$246K +$246K +2,821 New
LNWTC
848
Laird Norton Wetherby Trust Company
Washington
$245K +$245K +2,814 New
BCM
849
Brookstone Capital Management
Illinois
$242K -$26.1K -309 -10%
MPI
850
Mairs & Power Inc
Minnesota
$242K