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Otis Worldwide

1,131 hedge funds and large institutions have $29B invested in Otis Worldwide in 2021 Q2 according to their latest regulatory filings, with 115 funds opening new positions, 332 increasing their positions, 478 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,131
Holders Change
+8
Holders Change %
+0.71%
% of All Funds
19.75%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.26%
New
115
Increased
332
Reduced
478
Closed
95
Calls
$83M
Puts
$65.7M
Net Calls
+$17.3M
Net Calls Change
-$328K
Name Holding Trade Value Shares
Change
Shares
Change %
JIC
526
Johnson Investment Counsel
Ohio
$696K -$817 -10 -0.1%
BRWA
527
B. Riley Wealth Advisors
Florida
$689K +$6.12K +75 +0.9%
Rafferty Asset Management
528
Rafferty Asset Management
New York
$689K +$113K +1,388 +20%
LOAMS
529
Lombard Odier Asset Management (Switzerland)
Switzerland
$685K +$432K +5,280 +170%
VAS
530
Vestmark Advisory Solutions
Massachusetts
$684K -$199K -2,431 -23%
ASN
531
Advisory Services Network
Georgia
$683K -$10.1K -124 -1%
FA
532
FDx Advisors
Illinois
$682K +$308K +3,767 +82%
MA
533
Montag & Associates
Georgia
$679K -$4.5K -55 -0.7%
Cetera Investment Advisers
534
Cetera Investment Advisers
Illinois
$674K -$60.3K -737 -8%
B
535
Bellecapital
Switzerland
$673K +$673K +8,236 New
WDA
536
Wendell David Associates
New Hampshire
$671K -$572 -7 -0.1%
CFMC
537
Curbstone Financial Management Corp
New Hampshire
$658K -$28.6K -350 -4%
MFG
538
Merit Financial Group
Georgia
$657K -$5.4K -66 -0.8%
CIA
539
Choate Investment Advisors
Massachusetts
$655K -$45.6K -558 -7%
HFBOT
540
Home Federal Bank of Tennessee
Tennessee
$642K -$28.7K -350 -4%
AIL
541
AGF Investments LLC
Ontario, Canada
$640K +$640K +7,827 New
SPC
542
Sigma Planning Corp
Michigan
$637K +$136K +1,663 +27%
CIBC World Market
543
CIBC World Market
Ontario, Canada
$632K -$16.6K -203 -3%
TBA
544
Tower Bridge Advisors
Pennsylvania
$631K -$16.4K -200 -3%
HL
545
HeadInvest LLC
Maine
$625K -$17.7K -217 -3%
SCM
546
Stevens Capital Management
Pennsylvania
$624K +$164K +2,007 +36%
BAS
547
Brown Advisory Securities
Maryland
$623K -$30.4K -372 -5%
SNBOSCI
548
Security National Bank of Sioux City Iowa
Iowa
$622K +$99.9K +1,222 +19%
VBCG
549
Valley Brook Capital Group
Pennsylvania
$621K +$82 +1 +0%
DCM
550
Dupont Capital Management
Delaware
$619K +$15.9K +195 +3%