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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 %
NAM
701
NTV Asset Management
West Virginia
$360K -$8.81K -107 -2%
CCM
702
Covington Capital Management
California
$357K -$38.3K -465 -10%
FTDI
703
First Trust Direct Indexing
Massachusetts
$354K -$152K -1,847 -30%
SACTSONJ
704
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$354K
DMC
705
Drexel Morgan & Co
Pennsylvania
$353K
MYIA
706
Mount Yale Investment Advisors
Colorado
$350K -$165 -2 -0%
UBV
707
United Bank (Virginia)
Virginia
$350K +$10K +122 +3%
Cerity Partners
708
Cerity Partners
New York
$349K +$30K +365 +9%
CWM
709
Concentric Wealth Management
California
$348K -$4.12K -50 -1%
LI
710
Lafayette Investments
Maryland
$348K +$130K +1,577 +60%
MAFM
711
Mid Atlantic Financial Management
Pennsylvania
$347K -$17.3K -210 -5%
SWM
712
Shakespeare Wealth Management
Wisconsin
$344K +$2.39K +29 +0.7%
CFA
713
Carroll Financial Associates
North Carolina
$343K -$43.1K -525 -11%
BFO
714
Boston Family Office
Massachusetts
$340K
AP
715
Atwood & Palmer
Missouri
$339K
BWAM
716
Boyd Watterson Asset Management
Ohio
$339K +$101K +1,229 +42%
DWA
717
Douglass Winthrop Advisors
New York
$338K -$15.5K -189 -4%
BCM
718
Bayesian Capital Management
New York
$337K +$337K +4,100 New
HI
719
Harbour Investments
Wisconsin
$336K -$1.98K -24 -0.6%
TCPWM
720
Traverso Chambers Private Wealth Management
California
$336K
CFG
721
Cooper Financial Group
California
$335K +$25K +304 +8%
CPA
722
Court Place Advisors
Maryland
$332K -$16.3K -198 -5%
BFS
723
Bard Financial Services
Connecticut
$332K
FCI
724
Financial Counselors Inc
Kansas
$332K +$80.6K +981 +32%
BA
725
Bennicas & Associates
California
$330K