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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 %
GJIC
801
Gamble Jones Investment Counsel
California
$255K -$11.5K -140 -4%
IAA
802
Independent Advisor Alliance
North Carolina
$255K +$255K +3,093 New
OWP
803
Obermeyer Wealth Partners
Colorado
$254K -$61.8K -750 -20%
CAL
804
Capital Analysts LLC
Pennsylvania
$254K -$38.7K -471 -13%
9WM
805
9258 Wealth Management
Ohio
$254K +$165 +2 +0.1%
FFS
806
Founders Financial Securities
Maryland
$254K +$5.77K +70 +2%
LCM
807
LCM Capital Management
Illinois
$251K -$5.02K -61 -2%
BCM
808
Breiter Capital Management
Florida
$250K
SLT
809
St Louis Trust
Missouri
$247K -$54.2K -658 -18%
JMFC
810
J.M. Forbes & Co
Massachusetts
$247K -$2.47K -30 -1%
BL
811
Bleichroeder LP
New York
$247K
SFM
812
Systematic Financial Management
New Jersey
$247K
OSAM
813
O'Shaughnessy Asset Management
Connecticut
$247K +$105K +1,279 +74%
Parallax Volatility Advisers
814
Parallax Volatility Advisers
California
$247K +$247K +3,000 New
WPW
815
Waldron Private Wealth
Pennsylvania
$247K +$247K +3,005 New
RMCM
816
Reynders McVeigh Capital Management
Massachusetts
$246K -$7.16K -87 -3%
MWM
817
Meridian Wealth Management
Kentucky
$246K
CIC
818
Crawford Investment Counsel
Georgia
$246K +$5.51K +67 +2%
GWM
819
Geneos Wealth Management
Colorado
$245K -$165 -2 -0.1%
SW
820
SlateStone Wealth
Florida
$245K
FCH
821
Freestone Capital Holdings
Washington
$245K +$9.62K +117 +4%
FNB
822
Farmers National Bank
Kentucky
$245K +$245K +3,625 New
DHFB
823
Dixon Hubard Feinour & Brown
Virginia
$244K -$100K -1,216 -29%
FTC
824
Farmers Trust Company
Ohio
$244K -$825 -10 -0.3%
CPA
825
Capital Planning Advisors
California
$244K