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Otis Worldwide

1,123 hedge funds and large institutions have $25.4B invested in Otis Worldwide in 2021 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 328 increasing their positions, 522 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,123
Holders Change
-38
Holders Change %
-3.27%
% of All Funds
19.77%
Holding in Top 10
12
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-25%
% of All Funds
0.21%
New
90
Increased
328
Reduced
522
Closed
118
Calls
$39M
Puts
$21.4M
Net Calls
+$17.6M
Net Calls Change
-$1.97M
Name Holding Trade Value Shares
Change
Shares
Change %
GAAM
526
Guinness Atkinson Asset Management
California
$661K +$49.3K +720 +8%
FNBT
527
FineMark National Bank & Trust
Florida
$658K +$1.92K +28 +0.3%
TPWA
528
TRUE Private Wealth Advisors
Oregon
$646K -$411 -6 -0.1%
FNFDCM
529
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$642K -$40.7K -594 -6%
PP
530
Paloma Partners
Connecticut
$634K +$214K +3,127 +51%
BIM
531
Bridges Investment Management
Nebraska
$632K -$44.5K -651 -7%
CG
532
Colony Group
Massachusetts
$632K +$7.4K +108 +1%
MWNA
533
Marshall Wace North America
New York
$630K -$23.4M -341,472 -97%
CHC
534
City Holding Co
West Virginia
$624K -$230K -3,357 -27%
JAFL
535
Jay A. Fishman Ltd
Michigan
$620K -$97.5K -1,425 -14%
KTA
536
Keeley-Teton Advisors
Illinois
$619K +$155K +2,267 +33%
SIG
537
Sky Investment Group
Connecticut
$617K -$328K -4,792 -35%
GL
538
Graypoint LLC
New York
$617K -$89.3K -1,304 -13%
Cetera Investment Advisers
539
Cetera Investment Advisers
Illinois
$615K +$97.8K +1,428 +19%
OIA
540
OneDigital Investment Advisors
Kansas
$612K +$64.5K +942 +12%
BB
541
Busey Bank
Illinois
$611K -$17.4K -254 -3%
Carson Wealth (CWM LLC)
542
Carson Wealth (CWM LLC)
Nebraska
$611K
MOS
543
MGO One Seven
Ohio
$609K -$123K -1,802 -17%
FMB
544
Field & Main Bank
Kentucky
$609K +$41.8K +610 +7%
SBH
545
Segall Bryant & Hamill
Illinois
$607K -$44.1K -646 -7%
IC
546
IEQ Capital
California
$606K +$606K +8,848 New
SFSG
547
Sound Financial Strategies Group
Mississippi
$602K +$602K +8,799 New
PCTC
548
Perkins Coie Trust Company
Washington
$601K +$54.9K +801 +10%
PTC
549
Philadelphia Trust Company
Pennsylvania
$600K +$193K +2,815 +47%
AF
550
Advisornet Financial
Minnesota
$591K +$21.5K +314 +4%