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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 %
GFA
676
Gifford Fong Associates
California
$342K
CI
677
Conning Inc
Connecticut
$341K -$28.8K -420 -8%
GFS
678
GYL Financial Synergies
Connecticut
$339K -$5.41K -79 -2%
LNWWM
679
Laird Norton Wetherby Wealth Management
California
$338K -$42.2K -616 -11%
CCM
680
Covington Capital Management
California
$338K -$1.64K -24 -0.5%
MP
681
McDonald Partners
Ohio
$337K -$3.63K -53 -1%
NAM
682
NorthCoast Asset Management
Connecticut
$335K
CFA
683
Carroll Financial Associates
North Carolina
$333K -$24.4K -356 -7%
CCM
684
Compton Capital Management
Rhode Island
$332K -$22.2K -325 -6%
PFSC
685
Peoples Financial Services Corp
Pennsylvania
$332K -$7.38K -108 -2%
ACM
686
Azimuth Capital Management
Michigan
$330K -$3.15K -46 -0.9%
MPW
687
Monterey Private Wealth
California
$329K -$14.2K -186 -4%
TIA
688
Tiemann Investment Advisors
California
$329K
PCG
689
Private Capital Group
Connecticut
$329K +$3.56K +52 +1%
1SB
690
1ST Source Bank
Indiana
$328K -$9.67K -141 -3%
PCM
691
Pointe Capital Management
Michigan
$327K -$4.79K -70 -1%
SFG
692
Sovereign Financial Group
Connecticut
$324K +$32.7K +478 +11%
SO
693
STRS Ohio
Ohio
$323K -$68 -1 -0%
SVWAG
694
Sound View Wealth Advisors Group
Georgia
$322K +$28.9K +423 +10%
VFA
695
Valeo Financial Advisors
Indiana
$321K -$63.6K -930 -17%
SWM
696
SeaCrest Wealth Management
New York
$321K +$29.7K +433 +10%
SNT
697
Security National Trust
West Virginia
$319K -$115K -1,673 -26%
WJWM
698
Williams Jones Wealth Management
New York
$318K -$19.4K -283 -6%
ST
699
Sageworth Trust
Pennsylvania
$317K +$313K +4,577 +8,030%
FWM
700
Frontier Wealth Management
Missouri
$316K -$22.8K -333 -7%