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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 %
OSAM
901
O'Shaughnessy Asset Management
Connecticut
$85K +$3.08K +45 +4%
FF
902
FourThought Financial
Florida
$84K -$3.27K -48 -4%
CPFP
903
Clear Perspectives Financial Planning
Ohio
$84K
S
904
Seeyond
France
$83K
SWA
905
Sutton Wealth Advisors
Florida
$80.8K +$411 +6 +0.5%
BFC
906
Bedel Financial Consulting
Indiana
$77K -$273 -4 -0.4%
PK
907
Pflug Koory
Nebraska
$76K -$14.6K -213 -16%
PSB
908
Piscataqua Savings Bank
New Hampshire
$76K +$76K +1,099 New
APWM
909
Atlas Private Wealth Management
New York
$75K -$31.3K -457 -29%
FPS
910
Fieldpoint Private Securities
Connecticut
$74K -$41.2K -605 -36%
1IA
911
1834 Investment Advisors
Wisconsin
$74K
PCM
912
Penserra Capital Management
California
$74K +$11.7K +173 +19%
SCA
913
Stonebridge Capital Advisors
Minnesota
$74K +$74K +1,081 New
TFS
914
TrustCore Financial Services
Tennessee
$73K -$5.71K -83 -7%
MMG
915
Monetary Management Group
Missouri
$73K -$3.41K -50 -4%
CWC
916
Carolinas Wealth Consulting
North Carolina
$73K -$206 -3 -0.3%
FBT
917
First Bank & Trust
South Dakota
$72K +$31.5K +462 +78%
ZB
918
Zions Bancorporation
Utah
$71K -$8.65K -127 -11%
HDIM
919
Hanson & Doremus Investment Management
Vermont
$71K +$1.51K +22 +2%
ACM
920
AUA Capital Management
Pennsylvania
$70K
HCP
921
Hexagon Capital Partners
Arkansas
$70K +$20K +293 +40%
CBT
922
CoreFirst Bank & Trust
Kansas
$68K
GC
923
Grace Capital
Massachusetts
$68K
MIM
924
Meridiem Investment Management
United Kingdom
$68K
CA
925
Crewe Advisors
Utah
$67K