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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 %
PWPS
1201
Pinnacle Wealth Planning Services
Ohio
-$42K -629 Closed
VCG
1202
Vantage Consulting Group
Virginia
-$41K -614 Closed
TI
1203
tru Independence
Oregon
-$38 -564 Closed
BSSFA
1204
Baron Silver Stevens Financial Advisors
Florida
-$27K -400 Closed
SIAG
1205
Safeguard Investment Advisory Group
California
-$26K -395 Closed
Kayne Anderson Rudnick Investment Management
1206
Kayne Anderson Rudnick Investment Management
California
-$24K -356 Closed
BWM
1207
Birchcreek Wealth Management
Ohio
-$23K -350 Closed
FPCG
1208
Fort Pitt Capital Group
Pennsylvania
-$24K -350 Closed
UOTTAIMCU
1209
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
-$20K -300 Closed
CCA
1210
Childress Capital Advisors
Texas
-$15K -220 Closed
HGWM
1211
Harvest Group Wealth Management
Massachusetts
-$15K -217 Closed
PS
1212
Planned Solutions
California
-$14K -212 Closed
KCM
1213
Kathmere Capital Management
Pennsylvania
-$14K -200 Closed
SFG
1214
Sowa Financial Group
Rhode Island
-$10K -150 Closed
D
1215
Diversified
Delaware
-$8K -135 Closed
KC
1216
Kinloch Capital
Virginia
-$6K -96 Closed
CAC
1217
Core Alternative Capital
Georgia
-$6K -95 Closed
GSAM
1218
Grant Street Asset Management
Pennsylvania
-$6K -94 Closed
GWMIA
1219
Global Wealth Management Investment Advisory
Florida
-$5K -75 Closed
TWM
1220
Tradition Wealth Management
Minnesota
-$4K -64 Closed
CWM
1221
Curi Wealth Management
North Carolina
-$4K -61 Closed
RPWA
1222
Regent Peak Wealth Advisors
Georgia
-$4K -56 Closed
AJ
1223
Ashburton (Jersey)
Jersey
-$3K -47 Closed
CT
1224
Clearstead Trust
Maine
-$3K -38 Closed
SFA
1225
Semmax Financial Advisors
North Carolina
-$2K -29 Closed