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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 %
KIG
1051
Kowal Investment Group
Wisconsin
$16K +$16K +197 New
SWA
1052
SOA Wealth Advisors
New York
$15K -$7.74K -96 -34%
DI
1053
Disciplined Investments
Oklahoma
$15K
SN
1054
Sittner & Nelson
Oregon
$15K
FP
1055
Financial Perspectives
Minnesota
$14.8K -$1.15K -14 -7%
CMA
1056
Cedar Mountain Advisors
Oregon
$14K
TIM
1057
Tortoise Investment Management
New York
$14K
HWA
1058
HHM Wealth Advisors
Tennessee
$14K
PO
1059
Private Ocean
California
$14K +$1.27K +15 +10%
SWM
1060
Selective Wealth Management
Virginia
$13K -$6.16K -73 -32%
PWM
1061
Prentice Wealth Management
New York
$13K
CWA
1062
Clearview Wealth Advisors
Oregon
$12K
MFA
1063
McClarren Financial Advisors
Pennsylvania
$12K
TLFA
1064
True Link Financial Advisors
California
$12K
AFS
1065
Annapolis Financial Services
Maryland
$12K
MHR
1066
Matthew Hamilton Rosenberg
$12K
SC
1067
Sawyer & Company
Massachusetts
$12K +$12K +150 New
Nisa Investment Advisors
1068
Nisa Investment Advisors
Missouri
$12K -$206 -2,509 -2%
TFO
1069
Tarbox Family Office
California
$11K
SIS
1070
Sound Income Strategies
Florida
$10K -$1.28K -16 -11%
LWP
1071
Lumature Wealth Partners
Georgia
$10K
Capstone Investment Advisors
1072
Capstone Investment Advisors
New York
$10K +$10K +118 New
RVM
1073
Robinson Value Management
Texas
$10K +$10K +125 New
NSB
1074
Norway Savings Bank
Maine
$9K -$319 -4 -3%
RCA
1075
Ranch Capital Advisors
Florida
$9K