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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 %
AWM
751
Aberdeen Wealth Management
Illinois
$275K
BA
752
Bennicas & Associates
California
$274K -$4.24K -62 -2%
HWA
753
Heritage Way Advisors
Illinois
$274K
CB
754
Community Bank
New York
$272K -$50K -730 -16%
EF
755
Empirical Finance
Pennsylvania
$271K
WS
756
Wedbush Securities
California
$271K +$47.7K +697 +21%
DFA
757
Delta Financial Advisors
Louisiana
$268K +$5.35K +78 +2%
Cerity Partners
758
Cerity Partners
New York
$267K -$12.4K -181 -4%
LFAS
759
Level Four Advisory Services
Texas
$266K -$32.5K -476 -11%
LWCFA
760
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$265K -$67.5K -985 -20%
CIC
761
Crawford Investment Counsel
Georgia
$265K +$6.51K +95 +3%
OWP
762
Obermeyer Wealth Partners
Colorado
$263K
DWA
763
Douglass Winthrop Advisors
New York
$262K -$684 -10 -0.3%
BPA
764
Beacon Pointe Advisors
California
$261K -$83.9K -1,220 -24%
OPS
765
Orion Portfolio Solutions
Nebraska
$259K +$259K +3,785 New
NAS
766
Nicolet Advisory Services
Wisconsin
$258K +$410 +6 +0.2%
CAL
767
Capital Analysts LLC
Pennsylvania
$255K -$5.39K -79 -2%
VPIM
768
Vanguard Personalized Indexing Management
California
$255K +$255K +3,731 New
GWM
769
Geneos Wealth Management
Colorado
$254K -$14.9K -192 -6%
CL
770
CPWM LLC
Washington
$254K +$8.97K +131 +4%
BC
771
Burleson & Co
California
$251K
CCM
772
Cullen Capital Management
New York
$251K +$251K +3,665 New
SLT
773
St Louis Trust
Missouri
$250K -$45K -659 -15%
AWM
774
Altium Wealth Management
New York
$250K -$11K -161 -4%
American Century Companies
775
American Century Companies
Missouri
$249K +$249K +3,633 New