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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 %
SAM
1026
Strategic Asset Management
Minnesota
$8K
RA
1027
Rise Advisors
New York
$8K
DI
1028
Disciplined Investments
Oklahoma
$8K +$374 +5 +5%
BWL
1029
Bogart Wealth LLC
Virginia
$8K +$7.02K +100 +714%
CWM
1030
Curi Wealth Management
North Carolina
$7K -$13.9K -192 -66%
FPB
1031
First PREMIER Bank
South Dakota
$7K
FPFS
1032
First Personal Financial Services
North Carolina
$7K
DWP
1033
Destiny Wealth Partners
Florida
$7K +$7K +98 New
Jones Financial Companies
1034
Jones Financial Companies
Missouri
$6K -$13.4K -203 -69%
NSB
1035
Norway Savings Bank
Maine
$6K
Kayne Anderson Rudnick Investment Management
1036
Kayne Anderson Rudnick Investment Management
California
$6K
FWM
1037
Focused Wealth Management
New York
$6K
TSWM
1038
Tyler-Stone Wealth Management
Ohio
$6K +$3.07K +44 +105%
GWSG
1039
GPS Wealth Strategies Group
Colorado
$5K
MAWCM
1040
Mine & Arao Wealth Creation & Management
California
$5K
TWM
1041
Tradition Wealth Management
Minnesota
$5K
CFD
1042
Creative Financial Designs
Indiana
$5K +$74 +1 +1%
SFG
1043
Steward Financial Group
Texas
$5K +$3.38K +50 +208%
WOSD
1044
WFA of San Diego
California
$5K +$5K +75 New
ETC
1045
Exchange Traded Concepts
Oklahoma
$4K -$2.5K -35 -38%
CI Investments Inc
1046
CI Investments Inc
Ontario, Canada
$4K -$77 -1 -2%
TCWA
1047
Ten Capital Wealth Advisors
Washington
$4K
WWM
1048
Wolff Wiese Magana
California
$4K
IBOK
1049
Independence Bank of Kentucky
Kentucky
$4K
EIP
1050
Ellis Investment Partners
Pennsylvania
$4K