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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 %
BST
651
Bath Savings Trust
Maine
$378K -$42.7K -624 -10%
FHA
652
Flagship Harbor Advisors
Massachusetts
$378K -$10.1K -147 -3%
BTW
653
Boston Trust Walden
Massachusetts
$375K -$3.42K -50 -0.9%
CFO
654
Collective Family Office
Pennsylvania
$375K +$27.9K +407 +8%
EWA
655
Exencial Wealth Advisors
Oklahoma
$373K -$32.2K -471 -8%
SP
656
Symmetry Partners
Connecticut
$373K -$24.9K -363 -6%
OQS
657
Occudo Quantitative Strategies
Florida
$372K -$1.44M -21,061 -80%
CAM
658
Columbia Asset Management
Michigan
$369K -$12.8K -187 -3%
WIA
659
Wealthstreet Investment Advisors
Texas
$366K -$27.4K -400 -7%
BSA
660
Bull Street Advisors
Georgia
$362K +$2.81K +41 +0.8%
LRPA
661
L. Roy Papp & Associates
Arizona
$361K -$320K -4,674 -47%
MC
662
Moors & Cabot
Massachusetts
$361K -$130K -1,908 -26%
UA
663
Unison Advisors
District of Columbia
$359K
FM
664
Foster & Motley
Ohio
$358K -$2.88K -42 -0.8%
BFM
665
Boston Financial Management
Massachusetts
$357K -$35.9K -524 -9%
UB
666
UMB Bank
Missouri
$355K -$22K -321 -6%
AIA
667
Avalon Investment & Advisory
Texas
$353K +$10.3K +151 +3%
WSTAM
668
Wilbanks Smith & Thomas Asset Management
Virginia
$352K +$47.2K +691 +16%
PIM
669
Penobscot Investment Management
Massachusetts
$351K -$383K -5,604 -52%
HAG
670
HighPoint Advisor Group
Illinois
$350K -$2.97K -42 -0.8%
KTC
671
Kistler-Tiffany Companies
Pennsylvania
$350K +$58.2K +850 +20%
KWM
672
Kingsview Wealth Management
Oregon
$347K -$12.9K -187 -4%
CCT
673
Chemung Canal Trust
New York
$346K -$187K -2,737 -35%
JWCA
674
J.W. Cole Advisors
Florida
$346K -$5.75K -84 -2%
MPPW
675
Mitchell & Pahl Private Wealth
Oklahoma
$344K -$22.1K -323 -6%