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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 %
GAM
1001
Gemmer Asset Management
California
$21K
SC
1002
Sierra Capital
Florida
$21K +$21K +307 New
AL
1003
ADE LLC
Maryland
$20K -$1.78K -26 -8%
GWS
1004
Glassman Wealth Services
Virginia
$20K -$345 -5 -2%
Jones Financial Companies
1005
Jones Financial Companies
Missouri
$20K +$4.93K +71 +33%
CFO
1006
CVA Family Office
Colorado
$20K +$20K +290 New
SFSIG
1007
San Francisco Sentry Investment Group
California
$19K -$10.3K -155 -35%
CMA
1008
Cedar Mountain Advisors
Oregon
$19K +$12.8K +182 +204%
CAM
1009
Costello Asset Management
Pennsylvania
$18K
VCM
1010
Versant Capital Management
Arizona
$18K +$2.54K +37 +16%
KFS
1011
Kelly Financial Services
Massachusetts
$17.6K +$68 +1 +0.4%
PMFA
1012
Plante Moran Financial Advisors
Michigan
$17K -$5.46K -78 -24%
AIM
1013
Arcadia Investment Management
Michigan
$17K
JFA
1014
JNBA Financial Advisors
Minnesota
$17K
SWG
1015
Summit Wealth Group
Vermont
$17K +$17K +249 New
SWM
1016
Selective Wealth Management
Virginia
$16K -$9.02K -128 -36%
CAGAS
1017
Capital Advisory Group Advisory Services
Minnesota
$16K -$6.93K -100 -30%
EWM
1018
Endurance Wealth Management
Rhode Island
$16K -$821 -12 -5%
SWA
1019
SOA Wealth Advisors
New York
$16K -$130 -2 -0.8%
RIM
1020
Rockbridge Investment Management
New York
$16K
MA
1021
MCF Advisors
Kentucky
$16K
CL
1022
COWA LLC
Oklahoma
$16K
BCPWM
1023
Bradley & Co Private Wealth Management
Florida
$16K +$16K +230 New
CAC
1024
Certified Advisory Corp
Florida
$15K +$15K +213 New
CIA
1025
Cascade Investment Advisors
Oregon
$14.1K