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Otis Worldwide

1,188 hedge funds and large institutions have $30.7B invested in Otis Worldwide in 2021 Q4 according to their latest regulatory filings, with 158 funds opening new positions, 355 increasing their positions, 473 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,188
Holders Change
+53
Holders Change %
+4.67%
% of All Funds
18.35%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.19%
New
158
Increased
355
Reduced
473
Closed
87
Calls
$123M
Puts
$28.4M
Net Calls
+$94.9M
Net Calls Change
+$10.8M
Name Holding Trade Value Shares
Change
Shares
Change %
TIM
1101
Tortoise Investment Management
New York
$15K
CMA
1102
Cedar Mountain Advisors
Oregon
$15K
PO
1103
Private Ocean
California
$14K
MFA
1104
McClarren Financial Advisors
Pennsylvania
$14K +$181 +2 +1%
LWA
1105
Lenox Wealth Advisors
New York
$14K +$8.62K +101 +160%
LFA
1106
Level Financial Advisors
New York
$14K +$14K +160 New
RIA
1107
Richwood Investment Advisors
Ohio
$14K +$14K +164 New
AFS
1108
Annapolis Financial Services
Maryland
$13K
SWM
1109
Selective Wealth Management
Virginia
$13K
OA
1110
Operose Advisors
Wisconsin
$13K +$13K +150 New
FPWM
1111
FSB Premier Wealth Management
Iowa
$13K +$13K +150 New
AWM
1112
Avior Wealth Management
Nebraska
$12K -$8.51K -105 -42%
MHR
1113
Matthew Hamilton Rosenberg
$12K
TFO
1114
Tarbox Family Office
California
$11K -$85 -1 -0.8%
LWP
1115
Lumature Wealth Partners
Georgia
$11K
C
1116
Covestor
United Kingdom
$11K +$11K +127 New
FGAM
1117
Financial Gravity Asset Management
Texas
$10.2K +$9.6K +1,968 +1,640%
TLFA
1118
True Link Financial Advisors
California
$10K -$2.68K -30 -21%
SAM
1119
Strategic Asset Management
Minnesota
$10K
SPA
1120
Shore Point Advisors
New Jersey
$10K +$10K +111 New
RA
1121
Rise Advisors
New York
$9.42K +$9.42K +108 New
NSB
1122
Norway Savings Bank
Maine
$9K -$1.17K -13 -12%
SIAP
1123
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$9K
PFA
1124
Professional Financial Advisors
Nebraska
$9K
FPB
1125
First PREMIER Bank
South Dakota
$9K