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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 %
FB
626
Fulton Bank
Pennsylvania
$459K +$6.66K +81 +1%
P
627
Pitcairn
Pennsylvania
$454K -$3.7K -45 -0.8%
KPWS
628
Kestra Private Wealth Services
Texas
$451K -$53.1K -645 -11%
KIA
629
KCM Investment Advisors
California
$451K -$5.27K -64 -1%
IWC
630
Integrated Wealth Concepts
Massachusetts
$451K +$213K +2,587 +89%
JSC
631
Jackson Square Capital
California
$449K -$11.9K -145 -3%
DCM
632
Donaldson Capital Management
Indiana
$448K -$55.7K -677 -11%
BTW
633
Boston Trust Walden
Massachusetts
$447K
EWM
634
Empirical Wealth Management
Washington
$436K +$436K +5,296 New
FG
635
Fiduciary Group
Georgia
$430K -$3.05K -38 -0.7%
BSA
636
Bull Street Advisors
Georgia
$428K
GFS
637
GYL Financial Synergies
Connecticut
$427K +$25.5K +310 +6%
FMWA
638
Forvis Mazars Wealth Advisors
Missouri
$427K +$427K +5,187 New
FCCM
639
First City Capital Management
Georgia
$426K
FM
640
Foster & Motley
Ohio
$426K
WS
641
Wedbush Securities
California
$426K +$17.2K +209 +4%
WSTAM
642
Wilbanks Smith & Thomas Asset Management
Virginia
$425K
EFSCE
643
Enterprise Financial Services Corp (EFSC)
Missouri
$425K +$44.7K +544 +12%
BHIC
644
Bassett Hargrove Investment Counsel
Delaware
$417K
LNWWM
645
Laird Norton Wetherby Wealth Management
California
$415K -$740 -9 -0.2%
BFM
646
Boston Financial Management
Massachusetts
$414K -$8.23K -100 -2%
MP
647
McDonald Partners
Ohio
$414K +$16K +194 +4%
EF
648
Empirical Finance
Pennsylvania
$414K +$24.9K +303 +6%
CW
649
CreativeOne Wealth
Kansas
$412K +$30.5K +371 +8%
CCFCSB
650
Cape Cod Five Cents Savings Bank
Massachusetts
$412K +$126K +1,536 +44%