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Otis Worldwide

1,139 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, 376 increasing their positions, 449 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more call options, than puts

Call options by funds: $163M | Put options by funds: $78.5M

23% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 75

0% more capital invested

Capital invested by funds: $29B → $29.1B (+$120M)

0% more funds holding

Funds holding: 1,1351,139 (+4)

0.15% more ownership

Funds ownership: 82.83%82.98% (+0.15%)

13% less funds holding in top 10

Funds holding in top 10: 1513 (-2)

16% less repeat investments, than reductions

Existing positions increased: 376 | Existing positions reduced: 449

Holders
1,139
Holders Change
+4
Holders Change %
+0.35%
% of All Funds
19.94%
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
376
Reduced
449
Closed
75
Calls
$163M
Puts
$78.5M
Net Calls
+$84M
Net Calls Change
+$66.8M
Name Holding Trade Value Shares
Change
Change in
Stake
FIS
226
Fundsmith Investment Services
Mauritius
$7.22M +$14.1K +160 +0.2%
CFB
227
Cullen/Frost Bankers
Texas
$7.21M +$244K +2,773 +3%
Nomura Asset Management
228
Nomura Asset Management
Japan
$7.18M +$208K +2,367 +3%
FGP
229
Foyston, Gordon, & Payne
Ontario, Canada
$7.16M -$403K -4,586 -5%
MC
230
Middleton & Co
Massachusetts
$7.02M +$38K +432 +0.5%
Swedbank
231
Swedbank
Sweden
$6.94M +$2.52M +28,618 +51%
BCI
232
Brinker Capital Investments
Pennsylvania
$6.88M
BRCM
233
Bright Rock Capital Management
Massachusetts
$6.75M
CC
234
Carlson Capital
Texas
$6.74M -$1.23M -14,000 -15%
RJFSA
235
Raymond James Financial Services Advisors
Florida
$6.69M -$321K -3,650 -4%
GIBU
236
Gulf International Bank (UK)
United Kingdom
$6.52M -$59.3K -674 -0.8%
Natixis Advisors
237
Natixis Advisors
Massachusetts
$6.44M +$307K +3,494 +5%
Calamos Advisors
238
Calamos Advisors
Illinois
$6.43M +$606K +6,893 +10%
PGFC
239
Peapack-Gladstone Financial Corp
New Jersey
$6.42M +$91K +1,035 +1%
URS
240
Utah Retirement Systems
Utah
$6.4M -$361K -4,100 -5%
Creative Planning
241
Creative Planning
Kansas
$6.38M +$53.6K +609 +0.8%
HPC
242
HM Payson & Co
Maine
$6.2M -$27.2K -309 -0.4%
BCIM
243
British Columbia Investment Management
British Columbia, Canada
$6.19M -$87.7K -997 -1%
LC
244
Lincoln Capital
Nebraska
$6.12M +$186K +2,111 +3%
LSV Asset Management
245
LSV Asset Management
Illinois
$6.09M -$145K -1,650 -2%
WCM
246
Windward Capital Management
California
$6.07M -$440 -5 -0%
OPCM
247
Osborne Partners Capital Management
California
$6.06M +$457K +5,193 +8%
WBC
248
Westpac Banking Corp
Australia
$6.04M -$263K -2,994 -4%
GC
249
Guggenheim Capital
Illinois
$6.03M -$199K -2,267 -3%
Public Employees Retirement Association of Colorado
250
Public Employees Retirement Association of Colorado
Colorado
$6.02M -$27.2K -309 -0.4%

OTIS Hedge Fund Activity: Q3 2021 in Review

1,139 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Otis Worldwide (OTIS) for Q3 2021, worth a combined $29.1B — up 0.41% from $29B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new OTIS positions and 75 closed out — a net gain of 17 holders — while 376 added to existing stakes and 449 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $242M. The largest seller was Deutsche Bank, cutting an estimated $146M.

  • 1,139 institutional investors held Otis Worldwide (OTIS) as of Q3 2021, up from 1,135 in Q2 2021.
  • Funds reported $29.1B of Otis Worldwide stock for Q3 2021, up 0.41% quarter-over-quarter.
  • 92 funds opened new Otis Worldwide positions in Q3 2021 and 75 closed out, a net change of +17 holders.
  • The largest Otis Worldwide buyer in Q3 2021 was Fidelity Investments, an estimated $242M added.
  • The largest Otis Worldwide seller in Q3 2021 was Deutsche Bank, an estimated $146M sold.

Based on aggregated 13F filings for Q3 2021.