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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 %
NFSG
1001
Newbridge Financial Services Group
Florida
$15K +$70 +1 +0.5%
RAM
1002
Riggs Asset Management
Pennsylvania
$14K -$2.25K -32 -14%
LJHT
1003
Laurie J. Hall Trustee
$14K
EARNEST Partners
1004
EARNEST Partners
Georgia
$14K
CAC
1005
Core Alternative Capital
Georgia
$14K +$2.2K +30 +19%
SIS
1006
Sound Income Strategies
Florida
$14K +$3.54K +49 +34%
BMD
1007
Better Money Decisions
New Mexico
$14K +$14K +200 New
SN
1008
Sittner & Nelson
Oregon
$13K
FP
1009
Financial Perspectives
Minnesota
$12.7K
WOC
1010
West Oak Capital
California
$12K -$12K -175 -50%
MA
1011
MCF Advisors
Kentucky
$12K -$5.26K -75 -30%
HWA
1012
HHM Wealth Advisors
Tennessee
$12K -$4.31K -60 -26%
TIM
1013
Tortoise Investment Management
New York
$12K
CMA
1014
Cedar Mountain Advisors
Oregon
$12K
LFA
1015
Level Financial Advisors
New York
$11K
CAL
1016
Capital Advisors Ltd
Ohio
$11K
AFS
1017
Annapolis Financial Services
Maryland
$11K
OA
1018
Operose Advisors
Wisconsin
$11K
SWM
1019
Selective Wealth Management
Virginia
$11K
AWM
1020
Avior Wealth Management
Nebraska
$10K
MHR
1021
Matthew Hamilton Rosenberg
$10K
LWP
1022
Lumature Wealth Partners
Georgia
$9K
PFP
1023
Pinnacle Financial Partners
Tennessee
$8K -$4.99K -73 -38%
PFA
1024
Professional Financial Advisors
Nebraska
$8K
JWM
1025
Janiczek Wealth Management
Colorado
$8K