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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 %
BTI
851
Blue Trust Inc
Georgia
$96K +$96K +1,242 New
HI
852
Harbour Investments
Wisconsin
$96K +$96K +1,362 New
AW
853
ACG Wealth
Georgia
$96K +$96K +1,363 New
AWM
854
AllSquare Wealth Management
New York
$95K
CFFP
855
Center for Financial Planning
Michigan
$95K
CSB
856
City State Bank
Iowa
$93K
IWMA
857
Ironwood Wealth Management (Arizona)
Arizona
$93K +$562 +8 +0.6%
DCM
858
Dupont Capital Management
Delaware
$90K -$40.8K -579 -31%
EWM
859
Evermay Wealth Management
Virginia
$90K
SC
860
Steph & Co
Wisconsin
$89K
CCM
861
Chilton Capital Management
Texas
$89K +$89K +1,260 New
AA
862
Addison Advisors
Vermont
$87K -$47.2K -671 -35%
CPFP
863
Clear Perspectives Financial Planning
Ohio
$87K
HDIM
864
Hanson & Doremus Investment Management
Vermont
$86K -$4.24K -60 -5%
PSB
865
Piscataqua Savings Bank
New Hampshire
$86K
FA
866
Fortis Advisors
Pennsylvania
$85K
SWA
867
Sutton Wealth Advisors
Florida
$84.5K +$495 +7 +0.6%
PFBT
868
Parkside Financial Bank & Trust
Missouri
$84K
GCM
869
Gables Capital Management
Florida
$83K
GRP
870
Global Retirement Partners
California
$83K +$8.2K +116 +11%
S
871
Seeyond
France
$82K -$1.68K -24 -2%
TIM
872
Tevis Investment Management
Texas
$82K
SWM
873
Spire Wealth Management
Virginia
$78K -$21.4K -303 -22%
FCA
874
FinTrust Capital Advisors
South Carolina
$78K -$6.79K -95 -8%
MCC
875
Money Concepts Capital
Florida
$77K -$163K -2,282 -68%