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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 %
CIA
551
Choate Investment Advisors
Massachusetts
$586K -$46.9K -686 -7%
JIC
552
Johnson Investment Counsel
Ohio
$584K -$177K -2,590 -23%
PP
553
Patten & Patten
Tennessee
$581K -$53.9K -787 -8%
BS
554
Banco Santander
Spain
$580K -$610K -8,907 -51%
ASN
555
Advisory Services Network
Georgia
$580K -$11.8K -173 -2%
WT
556
Washington Trust
Rhode Island
$580K +$6.9K +101 +1%
CFMC
557
Curbstone Financial Management Corp
New Hampshire
$575K -$15.3K -224 -3%
UR
558
USCA RIA
Texas
$575K -$2.47K -36 -0.4%
Acadian Asset Management
559
Acadian Asset Management
Massachusetts
$574K -$947K -13,864 -62%
BRWA
560
B. Riley Wealth Advisors
Florida
$573K +$215K +3,145 +60%
MA
561
Montag & Associates
Georgia
$572K -$7.87K -115 -1%
SWP
562
Stratos Wealth Partners
Ohio
$563K -$90.3K -1,318 -14%
WDA
563
Wendell David Associates
New Hampshire
$562K -$101K -1,470 -15%
SC
564
SouthState Corp
Florida
$562K -$62.4K -911 -10%
HFBOT
565
Home Federal Bank of Tennessee
Tennessee
$561K +$115K +1,676 +26%
LIA
566
LS Investment Advisors
Michigan
$560K -$6.65M -97,268 -92%
MFG
567
Merit Financial Group
Georgia
$554K
SFFS
568
Stonehage Fleming Financial Services
Jersey
$554K
BAS
569
Brown Advisory Securities
Maryland
$547K -$57.5K -840 -10%
CAM
570
Cresset Asset Management
Illinois
$544K -$4.38M -63,959 -89%
CIBC World Market
571
CIBC World Market
Ontario, Canada
$543K +$25.9K +378 +5%
TBA
572
Tower Bridge Advisors
Pennsylvania
$542K -$115K -1,673 -17%
WCM
573
Weld Capital Management
New York
$541K +$199K +2,902 +58%
HL
574
HeadInvest LLC
Maine
$538K -$247K -3,607 -31%
BIM
575
Baldwin Investment Management
Pennsylvania
$522K -$17K -248 -3%