OTIS icon

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 %
JGIA
926
Jackson Grant Investment Advisers
Connecticut
$42K +$212 +3 +0.5%
AF
927
Advisornet Financial
Minnesota
$41K -$11.8K -167 -22%
TWA
928
TCI Wealth Advisors
Arizona
$41K
PB
929
Pinnacle Bancorp
Nebraska
$40K
APC
930
Aspire Private Capital
North Carolina
$40K
CG
931
Cutler Group
California
$39K +$2.15K +31 +6%
BWM
932
BerganKDV Wealth Management
Minnesota
$39K +$16K +228 +70%
RIM
933
Rockbridge Investment Management
New York
$38K -$278K -3,939 -88%
HCP
934
Hexagon Capital Partners
Arkansas
$37K +$1.42K +20 +4%
MTIC
935
Missouri Trust & Investment Company
Missouri
$36K
JWA
936
JFS Wealth Advisors
Pennsylvania
$35K -$5.96K -84 -15%
BFPW
937
BOK Financial Private Wealth
Colorado
$35K +$35K +500 New
NF
938
Norwood Financial
Pennsylvania
$34K
TFS
939
TrustCore Financial Services
Tennessee
$34K +$71 +1 +0.2%
AWM
940
Atticus Wealth Management
Florida
$34K +$29.9K +419 +735%
CWM
941
Castle Wealth Management
Florida
$32K +$32K +452 New
BPC
942
Banque Pictet & Cie
Switzerland
$31.9K -$889 -12,582 -3%
CFO
943
CVA Family Office
Colorado
$31K -$2.37K -33 -7%
TF
944
Tompkins Financial
New York
$31K -$137 -2 -0.4%
BIA
945
Bell Investment Advisors
California
$30K +$30K +427 New
EDRH
946
Edmond de Rothschild Holding
Switzerland
$29K -$141K -1,940 -83%
KFP
947
KB Financial Partners
New Jersey
$29K -$765 -11 -3%
FRA
948
Front Row Advisors
California
$29K -$355 -5 -1%
CFG
949
CKW Financial Group
Hawaii
$29K
AAP
950
Arax Advisory Partners
Colorado
$29K