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Otis Worldwide

1,135 hedge funds and large institutions have $29.1B invested in Otis Worldwide in 2021 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 374 increasing their positions, 448 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,135
Holders Change
+4
Holders Change %
+0.35%
% of All Funds
19.93%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.23%
New
92
Increased
374
Reduced
448
Closed
75
Calls
$163M
Puts
$78.5M
Net Calls
+$84M
Net Calls Change
+$66.8M
Name Holding Trade Value Shares
Change
Shares
Change %
SCA
551
Snowden Capital Advisors
New York
$620K +$17K +207 +3%
AAS
552
Avantax Advisory Services
Texas
$619K +$79.8K +982 +15%
SFFS
553
Stonehage Fleming Financial Services
Jersey
$618K
SM
554
Southport Management
Wyoming
$617K -$617K -7,500 -50%
CWP
555
Curated Wealth Partners
California
$616K
TTWM
556
TCV Trust & Wealth Management
Virginia
$615K +$40.7K +495 +7%
IA
557
IndexIQ Advisors
New York
$613K +$29K +353 +5%
SFSG
558
Sound Financial Strategies Group
Mississippi
$609K -$7.41K -90 -1%
PFM
559
Parsec Financial Management
North Carolina
$609K +$7.44K +89 +1%
PA
560
Parallel Advisors
California
$606K +$20.2K +245 +3%
SPC
561
Sigma Planning Corp
Michigan
$603K -$38.6K -469 -6%
FA
562
FDx Advisors
Illinois
$592K -$95.1K -1,155 -14%
AAM
563
AR Asset Management
California
$592K
PDN
564
Pensionfund DSM Netherlands
Netherlands
$592K +$592K +7,200 New
CIA
565
Choate Investment Advisors
Massachusetts
$589K -$70.2K -853 -11%
TW
566
Transform Wealth
Colorado
$586K +$77.4K +941 +15%
RWA
567
River Wealth Advisors
Pennsylvania
$584K -$2.88K -35 -0.5%
IGGA
568
Iron Gate Global Advisors
Utah
$580K -$9.45K -116 -2%
HL
569
HeadInvest LLC
Maine
$579K -$51.1K -621 -8%
AAM
570
Ascension Asset Management
New York
$579K
Cetera Investment Advisers
571
Cetera Investment Advisers
Illinois
$577K -$102K -1,233 -15%
WC
572
Westhampton Capital
North Carolina
$577K -$7.16K -87 -1%
EHC
573
Everett Harris & Co
California
$577K -$4.03K -49 -0.7%
Bank Julius Baer & Co
574
Bank Julius Baer & Co
Switzerland
$577K -$1.81K -22 -0.3%
AMIM
575
Aull & Monroe Investment Management
Alabama
$572K