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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 %
DJSG
826
D.J. St. Germain
Massachusetts
$223K -$7.46K -97 -3%
MWM
827
Meridian Wealth Management
Kentucky
$223K -$6.53K -85 -3%
APP
828
Avantax Planning Partners
Iowa
$223K -$5.63K -73 -2%
HCM
829
Howland Capital Management
Massachusetts
$223K +$1K +13 +0.5%
EAM
830
Empirical Asset Management
Massachusetts
$223K +$223K +2,896 New
CI
831
Conning Inc
Connecticut
$222K -$53.1K -690 -19%
CT
832
Chicago Trust
Illinois
$222K -$2.54K -33 -1%
FFM
833
Forum Financial Management
Illinois
$222K +$34.9K +455 +19%
DTC
834
Davidson Trust Company
Washington
$219K -$27.7K -360 -11%
IFWM
835
Institute for Wealth Management
Colorado
$219K -$922 -12 -0.4%
TA
836
Tiedemann Advisors
New York
$219K
FTC
837
Farmers Trust Company
Ohio
$218K -$9.24K -120 -4%
GWM
838
Geneos Wealth Management
Colorado
$217K -$10.1K -131 -4%
QCG
839
Quadrant Capital Group
Ohio
$217K +$3.61K +47 +2%
RIA
840
Richwood Investment Advisors
Ohio
$217K +$204K +2,650 +1,616%
NIM
841
Northeast Investment Management
Massachusetts
$216K -$53.9K -700 -20%
AWA
842
Aaron Wealth Advisors
Illinois
$214K +$214K +16,467 New
BCM
843
Brookstone Capital Management
Illinois
$213K -$6.12K -80 -3%
IA
844
IFP Advisors
Florida
$213K +$147K +3,071 +223%
CFAM
845
Center For Asset Management
Florida
$212K +$212K +2,754 New
CCMW
846
Cypress Capital Management (Wyoming)
Wyoming
$210K -$55.8K -725 -21%
AIM
847
Anchor Investment Management
South Carolina
$209K
ATC
848
Adirondack Trust Company
New York
$209K -$33.5K -435 -14%
AWM
849
Aevitas Wealth Management
Massachusetts
$209K -$3.15K -41 -1%
IAA
850
Independent Advisor Alliance
North Carolina
$208K -$17.3K -224 -8%