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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 %
CWM
951
CarsonAllaria Wealth Management
Illinois
$28K -$3.28K -46 -10%
HFM
952
Harvest Fund Management
China
$28K
TFM
953
TFC Financial Management
Massachusetts
$27K -$24K -344 -47%
FPS
954
Fieldpoint Private Securities
Connecticut
$27K -$15.4K -219 -36%
SBL
955
Sargent Bickham Lagudis
Colorado
$27K -$3.49K -50 -11%
AWM
956
Accel Wealth Management
Iowa
$27K
HFA
957
HC Financial Advisors
California
$27K
DSC
958
Duncker Streett & Co
Missouri
$27K
OCM
959
Orion Capital Management
California
$27K
BFEC
960
Benjamin F. Edwards & Company
Missouri
$26K -$4.02K -56 -13%
PK
961
Pflug Koory
Nebraska
$26K -$3.63K -52 -12%
GI
962
Gradient Investments
Minnesota
$26K -$2.85K -40 -10%
M
963
MOTCO
Texas
$26K
TC
964
Truvestments Capital
Florida
$26K +$26K +366 New
CLOS
965
Compagnie Lombard Odier SCmA
Switzerland
$25K -$17.3K -242 -41%
BCA
966
Bray Capital Advisors
Florida
$25K -$8K -112 -24%
LFASL
967
Lugano Financial Advisors SA (LFA)
Switzerland
$25K
Loomis, Sayles & Company
968
Loomis, Sayles & Company
Massachusetts
$24K -$319K -4,508 -93%
PWMG
969
Prestige Wealth Management Group
New Jersey
$24K
PMFA
970
Plante Moran Financial Advisors
Michigan
$24K +$6.18K +88 +35%
LTI
971
Laffer Tengler Investments
Tennessee
$23.7K
FNBOSM
972
First National Bank of South Miami
Florida
$23K
ACM
973
Antonetti Capital Management
Florida
$23K
RG
974
Retirement Group
California
$23K +$11.5K +18 +100%
AssetMark Inc
975
AssetMark Inc
California
$23K +$21.3K +307 +1,279%