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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 %
RSVP
801
Ramsay Stattman Vela & Price
Colorado
$248K -$94.8K -1,160 -28%
MPI
802
Mairs & Power Inc
Minnesota
$248K -$26.6K -326 -10%
JMFC
803
J.M. Forbes & Co
Massachusetts
$248K
CGL
804
Clarius Group LLC
Washington
$248K +$6.12K +75 +3%
SLF
805
Sun Life Financial
Ontario, Canada
$246K -$27K -331 -10%
FFS
806
Founders Financial Securities
Maryland
$246K +$246K +3,014 New
ECM
807
Estabrook Capital Management
New York
$245K -$19.2K -235 -7%
GWM
808
Geneos Wealth Management
Colorado
$245K -$24.4K -296 -9%
BL
809
Bleichroeder LP
New York
$245K
SFM
810
Systematic Financial Management
New Jersey
$245K
MWM
811
Meridian Wealth Management
Kentucky
$244K +$82 +1 +0%
HIIFS
812
Harel Insurance Investments & Financial Services
Israel
$244K +$230K +898 +1,633%
SW
813
SlateStone Wealth
Florida
$243K
TMAM
814
Tokio Marine Asset Management
Japan
$243K +$243K +2,968 New
CPA
815
Capital Planning Advisors
California
$243K +$243K +2,969 New
FTC
816
Farmers Trust Company
Ohio
$242K -$4.65K -57 -2%
MF
817
Montis Financial
Massachusetts
$241K
CIC
818
Crawford Investment Counsel
Georgia
$239K -$76.9K -942 -24%
NFG
819
Next Financial Group
Texas
$239K -$17.9K -219 -7%
BJL
820
Brighton Jones LLC
Washington
$238K -$51.1K -626 -18%
IFWM
821
Institute for Wealth Management
Colorado
$237K -$11.1K -136 -4%
FMLI
822
Fukoku Mutual Life Insurance
Japan
$237K
BWAM
823
Boyd Watterson Asset Management
Ohio
$237K +$237K +2,894 New
RCA
824
Resonant Capital Advisors
Wisconsin
$237K +$237K +2,903 New
FI
825
Financial Insights
Washington
$236K +$236K +289 New