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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 %
S
626
Surevest
California
$419K -$205K -3,001 -33%
SJL
627
Shayne & Jacobs LLC
Tennessee
$416K
MM
628
Meridian Management
Arkansas
$415K -$480 -7 -0.1%
FNT
629
First National Trust
Pennsylvania
$413K -$147K -2,149 -26%
CT
630
Coastline Trust
Rhode Island
$411K -$40.3K -590 -9%
KIA
631
KCM Investment Advisors
California
$402K -$9.11K -133 -2%
BHWM
632
Bar Harbor Wealth Management
New Hampshire
$401K -$84.6K -1,238 -17%
EM
633
Excalibur Management
Massachusetts
$400K -$10.1K -148 -2%
CCP
634
Corient Capital Partners
California
$399K +$29.3K +428 +8%
FCCM
635
First City Capital Management
Georgia
$398K -$13.3K -175 -3%
KPWS
636
Kestra Private Wealth Services
Texas
$398K +$11.1K +162 +3%
APA
637
American Portfolios Advisors
New York
$389K +$284K +4,149 +270%
GPA
638
Garrison Point Advisors
California
$388K -$65.7K -959 -14%
CTA
639
Colonial Trust Advisors
South Carolina
$388K -$33.8K -495 -8%
P
640
Pitcairn
Pennsylvania
$388K +$9.26K +135 +2%
YWP
641
YorkBridge Wealth Partners
New York
$388K +$29.4K +429 +8%
FLPIM
642
F.L. Putnam Investment Management
Massachusetts
$388K +$63.3K +925 +19%
S
643
swisspartners
Liechtenstein
$387K +$387K +5,639 New
FB
644
Fulton Bank
Pennsylvania
$386K +$112K +1,633 +41%
SCM
645
Stevens Capital Management
Pennsylvania
$385K +$385K +5,622 New
VVP
646
Venture Visionary Partners
Ohio
$384K +$35.2K +516 +10%
SFS
647
Sowell Financial Services
Arkansas
$383K -$78 -1 -0%
TW
648
Transform Wealth
Colorado
$382K -$548 -8 -0.1%
PA
649
Profund Advisors
Maryland
$382K +$1.78K +26 +0.5%
BOTW
650
Bank of the West
California
$380K -$7.18K -105 -2%