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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 %
BWM
926
Baystate Wealth Management
Massachusetts
$67K +$25.7K +377 +62%
HS
927
Horan Securities
United States
$66K
AWA
928
Arkadios Wealth Advisors
Georgia
$66K +$13.3K +197 +25%
HI
929
Hudock Inc
Pennsylvania
$65K +$136 +2 +0.2%
MRCM
930
M&R Capital Management
New Jersey
$64K -$48.3K -712 -43%
FWM
931
Filbrandt Wealth Management
Wisconsin
$64K
GLLW
932
Graves Light Lenhart Wealth
Virginia
$62K +$68 +1 +0.1%
JFGIW
933
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$62K +$62K +899 New
CAL
934
Capital Advisors Ltd
Ohio
$60K
PP
935
PrairieView Partners
Minnesota
$60K
APW
936
Acima Private Wealth
Virginia
$57K
HR
937
Howe & Rusling
New York
$56K -$2.19K -32 -4%
KFA
938
Kelleher Financial Advisors
New York
$55K
MCM
939
MV Capital Management
Maryland
$55K +$205 +3 +0.4%
FA
940
Fortis Advisors
Pennsylvania
$55K +$55K +800 New
EI
941
Ellevest Inc
New York
$52K +$9.03K +132 +21%
MCA
942
Mercer Capital Advisers
New Jersey
$51K
MWP
943
Meridian Wealth Partners
Pennsylvania
$51K +$7.95K +116 +18%
TJHA
944
Thomas J. Herzfeld Advisors
Florida
$51K +$15.8K +232 +45%
ARMC
945
American Research & Management Company
Massachusetts
$50K -$19.5K -282 -28%
TFM
946
TFC Financial Management
Massachusetts
$50K +$69 +1 +0.1%
CCC
947
Crescent Capital Consulting
Louisiana
$49K
BAM
948
Bellevue Asset Management
Washington
$49K
HRC
949
Hoertkorn Richard Charles
$47K
LWM
950
Liberty Wealth Management
California
$46K