OTIS icon

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 %
SIA
826
Soltis Investment Advisors
Utah
$209K -$2.8K -41 -1%
IFWM
827
Institute for Wealth Management
Colorado
$208K -$58.8K -857 -22%
FTC
828
Farmers Trust Company
Ohio
$207K -$17.1K -250 -8%
JMFC
829
J.M. Forbes & Co
Massachusetts
$207K -$2.12K -31 -1%
UHC
830
Union Heritage Capital
Michigan
$207K +$207K +3,030 New
ACA
831
Atlas Capital Advisors
Wyoming
$205K
MWM
832
Meridian Wealth Management
Kentucky
$205K -$33.2K -484 -14%
APP
833
Avantax Planning Partners
Iowa
$205K -$2.06K -30 -1%
SFM
834
Systematic Financial Management
New Jersey
$205K
BL
835
Bleichroeder LP
New York
$205K
MF
836
Montis Financial
Massachusetts
$205K +$205K +2,953 New
SW
837
SlateStone Wealth
Florida
$204K
FTDI
838
First Trust Direct Indexing
Massachusetts
$203K -$142K -2,080 -41%
NP
839
NorthRock Partners
Minnesota
$203K -$27.5K -403 -12%
CGL
840
Clarius Group LLC
Washington
$203K +$203K +2,963 New
ESB
841
Essex Savings Bank
Connecticut
$200K -$21.6K -340 -10%
FMLI
842
Fukoku Mutual Life Insurance
Japan
$199K
LB
843
Legacy Bridge
Iowa
$198K -$7.45K -109 -4%
OIA
844
Optimum Investment Advisors
Illinois
$195K -$10.3K -150 -5%
FP
845
Financial Perspectives
Minnesota
$194K +$191K +13,085 +6,745%
AIM
846
Anchor Investment Management
South Carolina
$194K -$8.56K -125 -4%
PG
847
Proffitt & Goodson
Tennessee
$193K -$17.1K -250 -8%
AIC
848
Ameritas Investment Company
Nebraska
$190K +$190K +2,771 New
RWG
849
Regal Wealth Group
California
$189K -$28.8K -420 -13%
IR
850
IAT Reinsurance
New York
$188K