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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 %
UWM
1051
Urban Wealth Management
California
$4K +$4K +50 New
WWP
1052
WR Wealth Planners
Missouri
$3.53K
SWA
1053
SOA Wealth Advisors
New York
$3K -$8.87K -139 -75%
LFG
1054
Larson Financial Group
Missouri
$3K -$3.85K -50 -56%
VNA
1055
Valley National Advisers
Pennsylvania
$3K
ZIG
1056
Zullo Investment Group
Pennsylvania
$3K
ME
1057
McIlrath & Eck
Washington
$3K
TFA
1058
Toth Financial Advisory
Virginia
$3K
SC
1059
Schubert & Co
Texas
$3K +$1.57K +23 +110%
GFPC
1060
Global Financial Private Client
Florida
$2.66K
PCFFS
1061
Pacific Center for Financial Services
California
$2K
CCM
1062
Cribstone Capital Management
Maine
$2K
GKIM
1063
GW&K Investment Management
Massachusetts
$2K +$914 +16 +84%
PP
1064
PFS Partners
New Jersey
$1.8K
HT
1065
HighTower Trust
Texas
$1.76K +$14 +207 +0.8%
PO
1066
Private Ocean
California
$1K -$133 -2 -12%
GWM
1067
Guardian Wealth Management
Illinois
$1K
SSC
1068
Syverson Strege & Co
Iowa
$1K
GTAM
1069
Global Trust Asset Management
Florida
$1K
TFGT
1070
TS Financial Group (TSFG)
Illinois
$1K
OAJ
1071
Ogorek Anthony Joseph
New York
$1K
OLVIG
1072
Oliver Lagore Vanvalin Investment Group
Michigan
$1K +$1K +8 New
WWM
1073
Wagner Wealth Management
South Carolina
$1K +$1K +21 New
WPA
1074
West Paces Advisors
Georgia
$989
BRWM
1075
B. Riley Wealth Management
Tennessee
$585 +$585 +8,279 New