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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 %
9WM
801
9258 Wealth Management
Ohio
$225K -$9.43K -138 -4%
CHAM
802
Clear Harbor Asset Management
Connecticut
$225K -$683 -10 -0.3%
MIC
803
Meridian Investment Counsel
California
$225K
PPSG
804
Princeton Portfolio Strategies Group
New Jersey
$224K
DBIA
805
Dumont & Blake Investment Advisors
New Jersey
$223K -$1.71K -25 -0.8%
IFAM
806
Institutional & Family Asset Management
Colorado
$223K -$411 -6 -0.2%
WA
807
WBH Advisory
Maryland
$222K -$20.3K -296 -8%
TI
808
Tidal Investments
Wisconsin
$222K +$222K +3,250 New
ECM
809
Estabrook Capital Management
New York
$221K -$70.4K -1,029 -24%
FFWA
810
FRG Family Wealth Advisors
Washington
$221K -$20.4K -299 -8%
CCA
811
Checchi Capital Advisers
California
$221K -$5.28K -77 -2%
HW
812
Hancock Whitney
Mississippi
$219K -$3.28K -48 -1%
B
813
Bailard
California
$218K -$15.4K -225 -7%
LCM
814
LCM Capital Management
Illinois
$217K -$9.04K -132 -4%
NFG
815
Next Financial Group
Texas
$216K -$6.24K -91 -3%
MMPW
816
Mitchell McLeod Pugh & Williams
Alabama
$216K -$754 -11 -0.3%
SWMP
817
Signature Wealth Management Partners
New Jersey
$216K
KPW
818
Kore Private Wealth
New York
$215K -$7.11K -104 -3%
HTC
819
Haverford Trust Company
Pennsylvania
$215K +$215K +3,135 New
Walleye Trading
820
Walleye Trading
New York
$214K -$21.1K -309 -9%
DLA
821
Douglas Lane & Associates
New York
$213K +$68 +1 +0%
LOAMS
822
Lombard Odier Asset Management (Switzerland)
Switzerland
$212K +$212K +3,098 New
TA
823
Tiedemann Advisors
New York
$211K
VF
824
Virtu Financial
New York
$210K +$210K +3,064 New
BEAM
825
Baker Ellis Asset Management
Washington
$209K -$35.9K -525 -15%