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Otis Worldwide
OTIS

Overview Fund Activity

1,131 hedge funds and large institutions have $29B invested in Otis Worldwide in 2021 Q2 according to their latest regulatory filings, with 115 funds opening new positions, 332 increasing their positions, 478 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,131
Holders Change
+8
Holders Change %
+0.71%
% of All Funds
19.75%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.26%
New
115
Increased
332
Reduced
478
Closed
95
Calls
$83M
Puts
$65.7M
Net Calls
+$17.3M
Net Calls Change
-$328K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$980M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$338M
3
Goldman Sachs
3
Goldman Sachs
New York
$253M
4
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$229M
5
EC
5
Eminence Capital
New York
$96.7M

Top Sellers

1
State Street
1
State Street
Massachusetts
$1.31B
2
Viking Global Investors
2
Viking Global Investors
Connecticut
$0
3
CS
3
Credit Suisse
Switzerland
$164M
4
HSBC Holdings
4
HSBC Holdings
United Kingdom
$42.1M
5
OAC
5
OMERS Administration Corp
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WCM
251
Windward Capital Management
California
$6.03M -$9.57K -117 -0.2%
Public Employees Retirement Association of Colorado
252
Public Employees Retirement Association of Colorado
Colorado
$6.01M -$14K -171 -0.2%
Daiwa Securities Group
253
Daiwa Securities Group
Japan
$5.95M +$355K +4,339 +6%
LC
254
Lincoln Capital
Nebraska
$5.91M +$36.9K +451 +0.6%
State of Tennessee, Department of Treasury
255
State of Tennessee, Department of Treasury
Tennessee
$5.88M -$1.55M -18,940 -21%
Calamos Advisors
256
Calamos Advisors
Illinois
$5.82M +$1.32M +16,199 +29%
Macquarie Group
257
Macquarie Group
Australia
$5.81M +$1.92M +23,531 +50%
FT
258
Fiduciary Trust
Massachusetts
$5.79M -$150K -1,833 -3%
WAM
259
Wolverine Asset Management
Illinois
$5.76M +$5.76M +70,492 New
GG
260
Gofen & Glossberg
Illinois
$5.75M +$40.9K +500 +0.7%
AIA
261
Allied Investment Advisors
Montana
$5.69M +$558K +6,820 +11%
PP
262
Prospector Partners
Connecticut
$5.68M -$417K -5,100 -7%
Jacobs Levy Equity Management
263
Jacobs Levy Equity Management
New Jersey
$5.64M +$5.64M +68,943 New
DKCM
264
Davidson Kempner Capital Management
New York
$5.64M -$20.7M -253,032 -79%
OPCM
265
Osborne Partners Capital Management
California
$5.6M +$55K +673 +1%
CSIC
266
Clifford Swan Investment Counsel
California
$5.55M -$545K -6,007 -9%
GT
267
Glenmede Trust
Pennsylvania
$5.54M -$803K -9,825 -13%
TPSF
268
Texas Permanent School Fund
Texas
$5.48M -$86.3K -1,055 -2%
Hudson Bay Capital Management
269
Hudson Bay Capital Management
Connecticut
$5.48M +$5.48M +67,000 New
ProShare Advisors
270
ProShare Advisors
Maryland
$5.32M +$401K +4,900 +8%
MSL
271
Mackay Shields LLC
New York
$5.19M -$4.29M -52,496 -45%
MIM
272
Martin Investment Management
Florida
$5.16M +$1.15M +14,026 +29%
Nordea Investment Management
273
Nordea Investment Management
Sweden
$4.99M +$1.15M +14,126 +30%
CCP
274
Cardan Capital Partners
Colorado
$4.96M +$4.96M +60,606 New
MNBTD
275
Moody National Bank Trust Division
Texas
$4.82M -$7.93K -97 -0.2%
9 10
11
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