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Otis Worldwide

1,161 hedge funds and large institutions have $25.2B invested in Otis Worldwide in 2020 Q4 according to their latest regulatory filings, with 154 funds opening new positions, 291 increasing their positions, 533 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,161
Holders Change
+54
Holders Change %
+4.88%
% of All Funds
20.6%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.28%
New
154
Increased
291
Reduced
533
Closed
87
Calls
$34.3M
Puts
$14.7M
Net Calls
+$19.6M
Net Calls Change
+$87K
Name Holding Trade Value Shares
Change
Shares
Change %
VFA
651
Valeo Financial Advisors
Indiana
$380K -$24.1K -356 -6%
TW
652
Transform Wealth
Colorado
$377K -$97.1K -1,439 -20%
KPWS
653
Kestra Private Wealth Services
Texas
$377K +$142K +2,132 +61%
CAM
654
Columbia Asset Management
Michigan
$376K
PA
655
Profund Advisors
Maryland
$375K +$1.28K +19 +0.3%
LNWWM
656
Laird Norton Wetherby Wealth Management
California
$375K +$21.3K +315 +6%
BTW
657
Boston Trust Walden
Massachusetts
$374K
P
658
Pitcairn
Pennsylvania
$373K -$34.8K -515 -9%
UB
659
UMB Bank
Missouri
$371K -$143K -2,117 -28%
CI
660
Conning Inc
Connecticut
$365K -$17.4K -258 -5%
CCP
661
Corient Capital Partners
California
$365K -$8.85K -131 -2%
OAM
662
Oppenheimer Asset Management
New York
$365K +$4.93K +73 +1%
FA
663
FDx Advisors
Illinois
$365K +$9.65K +143 +3%
MPPW
664
Mitchell & Pahl Private Wealth
Oklahoma
$361K +$361K +5,347 New
FM
665
Foster & Motley
Ohio
$356K -$9.05K -134 -2%
BSA
666
Bull Street Advisors
Georgia
$355K -$17.5K -259 -5%
YWP
667
YorkBridge Wealth Partners
New York
$354K -$65.2K -964 -16%
UA
668
Unison Advisors
District of Columbia
$354K
BRWA
669
B. Riley Wealth Advisors
Florida
$353K -$161K -2,383 -31%
CFA
670
Carroll Financial Associates
North Carolina
$352K -$50.1K -743 -12%
KWM
671
Kingsview Wealth Management
Oregon
$351K -$4.66K -69 -1%
PWAP
672
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$350K -$93.9K -1,388 -21%
CCM
673
Compton Capital Management
Rhode Island
$350K -$65.9K -975 -16%
DHFB
674
Dixon Hubard Feinour & Brown
Virginia
$349K
MIH
675
Meitav Investment House
Israel
$349K