OTIS icon

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 %
LWP
1051
Lumature Wealth Partners
Georgia
$8K +$8K +121 New
CG
1052
Cutler Group
California
$8K +$8K +124 New
NIC
1053
Northwest Investment Counselors
Oregon
$8K +$8K +124 New
JWM
1054
Janiczek Wealth Management
Colorado
$7K
RCA
1055
Ranch Capital Advisors
Florida
$7K
PWA
1056
Phoenix Wealth Advisors
North Carolina
$7K
WPA
1057
West Paces Advisors
Georgia
$6.57K
TFGT
1058
TS Financial Group (TSFG)
Illinois
$6K -$643 -9 -10%
FWM
1059
Focused Wealth Management
New York
$6K
LFG
1060
Larson Financial Group
Missouri
$6K
HCM
1061
Horrell Capital Management
Arkansas
$6K
MAWCM
1062
Mine & Arao Wealth Creation & Management
California
$5K
MF
1063
Manchester Financial
California
$5K
TFA
1064
Toth Financial Advisory
Virginia
$5K
CFD
1065
Creative Financial Designs
Indiana
$5K +$75 +1 +2%
BAMG
1066
Brand Asset Management Group
Missouri
$5K +$5K +75 New
RA
1067
Resolute Advisors
California
$5K +$5K +102 New
LWA
1068
Lenox Wealth Advisors
New York
$4K -$8.27K -124 -67%
TC
1069
Trust Company
Kansas
$4K -$1.11K -15 -22%
PCA
1070
Providence Capital Advisors
North Carolina
$4K
WWM
1071
Wolff Wiese Magana
California
$4K
RBC
1072
Roble Belko & Company
Pennsylvania
$4K
HIIFS
1073
Harel Insurance Investments & Financial Services
Israel
$4K +$4K +55 New
AWM
1074
Avior Wealth Management
Nebraska
$4K +$3.75K +59 +1,475%
LPARFS
1075
Leverage Partners Absolute Return Fund SPC
Cayman Islands
$3.56K -$171 -2,500 -5%