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Otis Worldwide

1,131 hedge funds and large institutions have $29B invested in Otis Worldwide in 2021 Q2 according to their latest regulatory filings, with 115 funds opening new positions, 332 increasing their positions, 478 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,131
Holders Change
+8
Holders Change %
+0.71%
% of All Funds
19.75%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.26%
New
115
Increased
332
Reduced
478
Closed
95
Calls
$83M
Puts
$65.7M
Net Calls
+$17.3M
Net Calls Change
-$328K
Name Holding Trade Value Shares
Change
Shares
Change %
DJSG
726
D.J. St. Germain
Massachusetts
$334K -$1.39K -17 -0.4%
TCPWM
727
Traverso Chambers Private Wealth Management
California
$334K
CA
728
Clearstead Advisors
Ohio
$330K -$16.2K -198 -5%
BFS
729
Bard Financial Services
Connecticut
$330K
AWM
730
Aberdeen Wealth Management
Illinois
$329K
BA
731
Bennicas & Associates
California
$328K
HWA
732
Heritage Way Advisors
Illinois
$327K
SFG
733
Sovereign Financial Group
Connecticut
$324K
NB
734
Northwest Bancshares
Pennsylvania
$323K -$41.7K -509 -11%
BS
735
Boenning & Scattergood
Pennsylvania
$322K -$13.7K -167 -4%
ATC
736
Adirondack Trust Company
New York
$321K -$9.91K -121 -3%
OPS
737
Orion Portfolio Solutions
Nebraska
$321K +$11.1K +136 +4%
Cerity Partners
738
Cerity Partners
New York
$317K -$1.14K -14 -0.4%
RWA
739
Ropes Wealth Advisors
Massachusetts
$316K
NIM
740
Northeast Investment Management
Massachusetts
$315K -$48.6K -595 -13%
MGIA
741
Moneta Group Investment Advisors
Missouri
$315K -$14.7K -180 -4%
CB
742
Community Bank
New York
$314K -$11.1K -135 -3%
OWP
743
Obermeyer Wealth Partners
Colorado
$314K
CCWA
744
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$314K +$314K +3,835 New
FWM
745
Frontier Wealth Management
Missouri
$310K -$67.7K -829 -18%
NAS
746
Nicolet Advisory Services
Wisconsin
$309K +$409 +5 +0.1%
CFG
747
Cooper Financial Group
California
$308K -$25.6K -313 -8%
OAM
748
Oppenheimer Asset Management
New York
$304K -$205K -2,497 -40%
S
749
Surevest
California
$302K -$198K -2,428 -40%
CCM
750
Cullen Capital Management
New York
$300K