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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 %
JWCA
676
J.W. Cole Advisors
Florida
$347K -$384K -5,679 -53%
BB
677
Berkshire Bank
Massachusetts
$347K -$17.8K -264 -5%
VVP
678
Venture Visionary Partners
Ohio
$344K +$344K +5,106 New
FCCM
679
First City Capital Management
Georgia
$342K -$375K -5,918 -52%
BPA
680
Beacon Pointe Advisors
California
$342K +$72K +1,056 +27%
CFO
681
Collective Family Office
Pennsylvania
$342K +$342K +5,069 New
FTDI
682
First Trust Direct Indexing
Massachusetts
$341K +$341K +5,044 New
GFS
683
GYL Financial Synergies
Connecticut
$340K +$1.62K +24 +0.5%
AIA
684
Avalon Investment & Advisory
Texas
$338K -$148K -2,189 -30%
RGC
685
Roberts, Glore & Co
Illinois
$338K -$1.28K -19 -0.4%
GFA
686
Gifford Fong Associates
California
$338K
WCM
687
Weld Capital Management
New York
$338K +$338K +5,001 New
MP
688
McDonald Partners
Ohio
$336K +$336K +4,972 New
CCM
689
Covington Capital Management
California
$335K -$53.2K -787 -14%
FWM
690
Frontier Wealth Management
Missouri
$335K -$39.9K -590 -11%
PFSC
691
Peoples Financial Services Corp
Pennsylvania
$335K -$16.9K -250 -5%
WJWM
692
Williams Jones Wealth Management
New York
$333K -$258K -3,820 -44%
1SB
693
1ST Source Bank
Indiana
$333K -$202K -2,987 -38%
NAM
694
NorthCoast Asset Management
Connecticut
$331K +$7.78K +115 +2%
SFS
695
Sowell Financial Services
Arkansas
$331K +$143K +2,113 +76%
ACM
696
Azimuth Capital Management
Michigan
$329K -$3.31K -49 -1%
LWCFA
697
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$328K -$299K -4,421 -48%
NAM
698
NTV Asset Management
West Virginia
$328K -$27.4K -405 -8%
PCM
699
Pointe Capital Management
Michigan
$327K -$28.7K -425 -8%
ABC
700
Associated Banc-Corp
Wisconsin
$326K -$464K -6,876 -59%