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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 %
FMTCOCP
901
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$134K
SIM
902
Sonora Investment Management
Arizona
$130K
GWS
903
Glassman Wealth Services
Virginia
$130K +$102K +1,240 +366%
PCM
904
Penserra Capital Management
California
$128K +$12.7K +155 +11%
NSIM
905
North Star Investment Management
Illinois
$127K
CF
906
Centaurus Financial
California
$127K +$8.24K +100 +7%
PFBT
907
Parkside Financial Bank & Trust
Missouri
$126K +$412 +5 +0.3%
SOW
908
State of Wyoming
Wyoming
$122K -$41.5K -503 -25%
JCM
909
Jacobi Capital Management
Pennsylvania
$121K
MWM
910
Mascoma Wealth Management
New Hampshire
$120K +$120K +1,455 New
ACA
911
Atlas Capital Advisors
Wyoming
$112K -$12.3K -150 -10%
AWM
912
AllSquare Wealth Management
New York
$111K -$14.1K -171 -11%
IA
913
IFP Advisors
Florida
$108K -$1.12M -13,510 -91%
IWMA
914
Ironwood Wealth Management (Arizona)
Arizona
$108K
BAM
915
Belpointe Asset Management
Nevada
$106K -$52K -630 -33%
LC
916
Lindbrook Capital
California
$106K
HDIM
917
Hanson & Doremus Investment Management
Vermont
$105K +$21.6K +262 +26%
SC
918
Steph & Co
Wisconsin
$104K
BCA
919
Berman Capital Advisors
Georgia
$104K +$34.8K +423 +50%
FBT
920
First Bank & Trust
South Dakota
$103K +$5.09K +62 +5%
CPFP
921
Clear Perspectives Financial Planning
Ohio
$101K
S
922
Seeyond
France
$100K -$1.07K -13 -1%
FA
923
Fortis Advisors
Pennsylvania
$99K
SWA
924
Sutton Wealth Advisors
Florida
$97.3K +$247 +3 +0.3%
GCM
925
Gables Capital Management
Florida
$97K