OTIS icon

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 %
HIA
776
Harbor Investment Advisory
Maryland
$272K -$8.05K -98 -3%
HCM
777
Howland Capital Management
Massachusetts
$272K -$3.05K -37 -1%
RIL
778
Rothschild Investment LLC
Illinois
$272K
DWM
779
Defined Wealth Management
Oregon
$272K
ATC
780
Adirondack Trust Company
New York
$271K -$44.2K -550 -14%
LWCFA
781
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$271K -$10K -122 -4%
MIC
782
Meridian Investment Counsel
California
$271K
IFAM
783
Institutional & Family Asset Management
Colorado
$268K
EP
784
Eudaimonia Partners
Tennessee
$268K +$58.8K +714 +28%
BEAM
785
Baker Ellis Asset Management
Washington
$265K +$8.18K +100 +3%
DJSG
786
D.J. St. Germain
Massachusetts
$264K -$72.4K -879 -22%
HW
787
Hancock Whitney
Mississippi
$264K -$740 -9 -0.3%
NFG
788
Next Financial Group
Texas
$263K +$21.5K +261 +9%
CGL
789
Clarius Group LLC
Washington
$262K +$11.6K +141 +5%
AA
790
Ancora Advisors
Ohio
$260K -$11.7K -142 -4%
SWMP
791
Signature Wealth Management Partners
New Jersey
$260K
BJL
792
Brighton Jones LLC
Washington
$260K +$20.7K +252 +9%
1832 Asset Management
793
1832 Asset Management
Ontario, Canada
$260K +$260K +3,103 New
GIM
794
Goelzer Investment Management
Indiana
$259K -$37.8K -460 -13%
WA
795
WBH Advisory
Maryland
$259K
MMPW
796
Mitchell McLeod Pugh & Williams
Alabama
$259K
BCM
797
Brookstone Capital Management
Illinois
$258K +$44.8K +551 +21%
Wolverine Trading
798
Wolverine Trading
Illinois
$256K -$318K -3,826 -55%
SIA
799
Soltis Investment Advisors
Utah
$256K +$1.07K +13 +0.4%
LWANC
800
Laurel Wealth Advisors (North Carolina)
North Carolina
$255K -$38.7K -470 -13%