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Otis Worldwide

1,161 hedge funds and large institutions have $25.2B invested in Otis Worldwide in 2020 Q4 according to their latest regulatory filings, with 154 funds opening new positions, 291 increasing their positions, 533 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,161
Holders Change
+54
Holders Change %
+4.88%
% of All Funds
20.6%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.28%
New
154
Increased
291
Reduced
533
Closed
87
Calls
$34.3M
Puts
$14.7M
Net Calls
+$19.6M
Net Calls Change
+$87K
Name Holding Trade Value Shares
Change
Shares
Change %
HRC
976
Hoertkorn Richard Charles
$46K
LWM
977
Liberty Wealth Management
California
$46K +$128 +2 +0.3%
BAM
978
Bellevue Asset Management
Washington
$45K -$14.4K -229 -24%
PCIA
979
Prime Capital Investment Advisors
Kansas
$45K
SBL
980
Sargent Bickham Lagudis
Colorado
$45K
PFP
981
Pinnacle Financial Partners
Tennessee
$45K
FFA
982
Freedman Financial Associates
Massachusetts
$45K +$45K +664 New
AF
983
Allworth Financial
California
$44K -$943 -14 -2%
JWA
984
JFS Wealth Advisors
Pennsylvania
$42K -$15.6K -233 -27%
M
985
MOTCO
Texas
$42K -$6.85K -101 -14%
EI
986
Ellevest Inc
New York
$42K -$4.48K -67 -10%
MWP
987
Meridian Wealth Partners
Pennsylvania
$42K -$1.07K -16 -2%
PB
988
Pinnacle Bancorp
Nebraska
$42K
PWPS
989
Pinnacle Wealth Planning Services
Ohio
$42K +$42K +629 New
BWM
990
Baystate Wealth Management
Massachusetts
$41K -$34.6K -511 -46%
OC
991
Oakworth Capital
Alabama
$41K -$2.46K -37 -6%
SWM
992
Sugarloaf Wealth Management
Georgia
$41K +$67 +1 +0.2%
HFA
993
HC Financial Advisors
California
$41K +$14.9K +219 +57%
IAIM
994
International Assets Investment Management
Florida
$41K +$41K +612 New
VCG
995
Vantage Consulting Group
Virginia
$41K +$41K +614 New
FBT
996
First Bank & Trust
South Dakota
$40K +$1.08K +16 +3%
BFEC
997
Benjamin F. Edwards & Company
Missouri
$37K -$62.2K -916 -63%
FPFS
998
First Personal Financial Services
North Carolina
$37K +$1.78K +26 +5%
FCM
999
Firestone Capital Management
Florida
$35K
TJHA
1000
Thomas J. Herzfeld Advisors
Florida
$35K +$16.8K +249 +93%