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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 %
GCM
876
Gables Capital Management
Florida
$124K
BCA
877
Bray Capital Advisors
Florida
$123K -$84.6K -1,239 -41%
LC
878
Lindbrook Capital
California
$123K +$549 +8 +0.4%
GRP
879
Global Retirement Partners
California
$122K +$3.43K +50 +3%
SWM
880
Spire Wealth Management
Virginia
$120K +$120K +1,760 New
FFC
881
First Financial Corp
Indiana
$117K -$2.41K -35 -2%
FCFS
882
First Command Financial Services
Texas
$115K -$3.65K -53 -3%
FCB
883
First Command Bank
Texas
$115K -$3.65K -53 -3%
FMTCOCP
884
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$112K
MSFP
885
Mark Sheptoff Financial Planning
Connecticut
$111K
SIM
886
Sonora Investment Management
Arizona
$108K +$32.8K +480 +44%
CWP
887
Concord Wealth Partners
Virginia
$105K +$75.6K +1,103 +258%
NSIM
888
North Star Investment Management
Illinois
$104K
AWM
889
AllSquare Wealth Management
New York
$104K
FHC
890
First Horizon Corporation
Tennessee
$101K -$272 -4 -0.3%
JCM
891
Jacobi Capital Management
Pennsylvania
$100K -$6.82K -100 -6%
MWM
892
Mascoma Wealth Management
New Hampshire
$100K +$100K +1,455 New
BDWM
893
Brewin Dolphin Wealth Management
Ireland
$98.9K +$37.3K +545 +61%
FCA
894
FinTrust Capital Advisors
South Carolina
$94K -$12.2K -177 -11%
CFFP
895
Center for Financial Planning
Michigan
$94K
IWMA
896
Ironwood Wealth Management (Arizona)
Arizona
$90K
AF
897
Allworth Financial
California
$90K +$45.2K +660 +101%
OC
898
Oakworth Capital
Alabama
$88K +$46.2K +680 +110%
SC
899
Steph & Co
Wisconsin
$86K
RE
900
RBC Europe
United Kingdom
$85.6K +$13K +190 +18%