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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 %
SWM
901
Spire Wealth Management
Virginia
$108K -$5.38K -70 -5%
ECM
902
Estabrook Capital Management
New York
$106K -$64.4K -837 -38%
ACA
903
Atlas Capital Advisors
Wyoming
$105K
AWM
904
AllSquare Wealth Management
New York
$104K
CFFP
905
Center for Financial Planning
Michigan
$103K
IWMA
906
Ironwood Wealth Management (Arizona)
Arizona
$101K
CSB
907
City State Bank
Iowa
$101K
SOW
908
State of Wyoming
Wyoming
$98K -$11.5K -150 -11%
HDIM
909
Hanson & Doremus Investment Management
Vermont
$98K
MMG
910
Monetary Management Group
Missouri
$98K
EWM
911
Evermay Wealth Management
Virginia
$98K +$23.5K +305 +32%
CB
912
Community Bank
New York
$97K -$57.6K -748 -37%
SC
913
Steph & Co
Wisconsin
$97K
FCB
914
First Command Bank
Texas
$96K -$30.2K -393 -24%
FCFS
915
First Command Financial Services
Texas
$96K -$14.4K -187 -13%
CPFP
916
Clear Perspectives Financial Planning
Ohio
$95K
PSB
917
Piscataqua Savings Bank
New Hampshire
$93K +$12.4K +163 +15%
S
918
Seeyond
France
$92K -$1.85K -24 -2%
FA
919
Fortis Advisors
Pennsylvania
$92K
SWA
920
Sutton Wealth Advisors
Florida
$91.4K +$385 +5 +0.4%
PFBT
921
Parkside Financial Bank & Trust
Missouri
$91K -$14.2K -185 -13%
FCA
922
FinTrust Capital Advisors
South Carolina
$91K
CNBTD
923
Citizens National Bank Trust Department
Mississippi
$91K
GCM
924
Gables Capital Management
Florida
$90K
TIM
925
Tevis Investment Management
Texas
$89K