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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 %
LP
551
LMR Partners
United Kingdom
$615K -$278K -3,404 -31%
JWBC
552
J.W. Burns & Co
New York
$614K -$220K -2,696 -26%
SFSG
553
Sound Financial Strategies Group
Mississippi
$613K -$107K -1,307 -15%
SWP
554
Stratos Wealth Partners
Ohio
$613K -$59.6K -728 -9%
CWP
555
Curated Wealth Partners
California
$612K
Carson Wealth (CWM LLC)
556
Carson Wealth (CWM LLC)
Nebraska
$611K
SFFS
557
Stonehage Fleming Financial Services
Jersey
$609K -$42.7K -520 -7%
BPA
558
Beacon Pointe Advisors
California
$607K +$297K +3,625 +96%
BIM
559
Baldwin Investment Management
Pennsylvania
$602K -$21.9K -268 -4%
EM
560
ELCO Management
New York
$600K +$42.2K +516 +8%
SCA
561
Snowden Capital Advisors
New York
$599K +$51.4K +629 +9%
QI
562
QS Investors
New York
$594K +$228K +2,788 +62%
IGGA
563
Iron Gate Global Advisors
Utah
$591K -$18K -220 -3%
PFM
564
Parsec Financial Management
North Carolina
$589K -$34.5K -422 -6%
AAM
565
AR Asset Management
California
$589K
LRPA
566
L. Roy Papp & Associates
Arizona
$585K +$153K +1,876 +36%
RWA
567
River Wealth Advisors
Pennsylvania
$584K +$9.49K +116 +2%
PA
568
Pinnacle Associates
New York
$583K -$26.8K -328 -4%
PA
569
Parallel Advisors
California
$582K +$21.8K +267 +4%
WC
570
Westhampton Capital
North Carolina
$581K
IA
571
IndexIQ Advisors
New York
$581K +$581K +7,100 New
EHC
572
Everett Harris & Co
California
$577K
CHC
573
City Holding Co
West Virginia
$576K -$170K -2,075 -23%
Bank Julius Baer & Co
574
Bank Julius Baer & Co
Switzerland
$575K -$617K -7,549 -52%
AAM
575
Ascension Asset Management
New York
$575K -$12.6K -154 -2%