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Otis Worldwide
OTIS

Overview Fund Activity

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

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.21B
2
OAC
2
OMERS Administration Corp
Ontario, Canada
$125M
3
BlackRock
3
BlackRock
New York
$3.02B
4
Assenagon Asset Management
4
Assenagon Asset Management
Luxembourg
$86.5M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$3.16B

Top Sellers

1
Deutsche Bank
1
Deutsche Bank
Germany
$128M
2
Norges Bank
2
Norges Bank
Norway
$328M
3
VAM
3
Vontobel Asset Management
New York
$247M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$230M
5
EC
5
Eminence Capital
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CFB
226
Cullen/Frost Bankers
Texas
$7.21M +$228K +2,773 +3%
Nomura Asset Management
227
Nomura Asset Management
Japan
$7.18M +$195K +2,367 +3%
FGP
228
Foyston, Gordon, & Payne
Ontario, Canada
$7.16M -$377K -4,586 -5%
MC
229
Middleton & Co
Massachusetts
$7.02M +$35.5K +432 +0.5%
Swedbank
230
Swedbank
Sweden
$6.94M +$2.35M +28,618 +51%
BCI
231
Brinker Capital Investments
Pennsylvania
$6.88M – – –
BRCM
232
Bright Rock Capital Management
Massachusetts
$6.75M – – –
CC
233
Carlson Capital
Texas
$6.74M -$1.15M -14,000 -15%
RJFSA
234
Raymond James Financial Services Advisors
Florida
$6.69M -$300K -3,650 -4%
GIBU
235
Gulf International Bank (UK)
United Kingdom
$6.52M -$55.5K -674 -0.8%
Natixis Advisors
236
Natixis Advisors
Massachusetts
$6.44M +$288K +3,494 +5%
Calamos Advisors
237
Calamos Advisors
Illinois
$6.43M +$567K +6,893 +10%
PGFC
238
Peapack-Gladstone Financial Corp
New Jersey
$6.42M +$85.2K +1,035 +1%
URS
239
Utah Retirement Systems
Utah
$6.4M -$337K -4,100 -5%
Creative Planning
240
Creative Planning
Kansas
$6.38M +$50.1K +609 +0.8%
HPC
241
HM Payson & Co
Maine
$6.2M -$25.4K -309 -0.4%
BCIM
242
British Columbia Investment Management
British Columbia, Canada
$6.19M -$82K -997 -1%
LC
243
Lincoln Capital
Nebraska
$6.12M +$174K +2,111 +3%
LSV Asset Management
244
LSV Asset Management
Illinois
$6.09M -$136K -1,650 -2%
WCM
245
Windward Capital Management
California
$6.07M -$411 -5 -0%
OPCM
246
Osborne Partners Capital Management
California
$6.06M +$427K +5,193 +8%
WBC
247
Westpac Banking Corp
Australia
$6.04M -$246K -2,994 -4%
GC
248
Guggenheim Capital
Illinois
$6.03M -$187K -2,267 -3%
Public Employees Retirement Association of Colorado
249
Public Employees Retirement Association of Colorado
Colorado
$6.02M -$25.4K -309 -0.4%
Jacobs Levy Equity Management
250
Jacobs Levy Equity Management
New Jersey
$5.93M +$253K +3,076 +4%
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