We are live on ! Find out more
OTIS icon

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
Jacobs Levy Equity Management
251
Jacobs Levy Equity Management
New Jersey
$5.93M +$270K +3,076 +4%
Fifth Third Bancorp
252
Fifth Third Bancorp
Ohio
$5.9M -$322K -3,657 -5%
ProShare Advisors
253
ProShare Advisors
Maryland
$5.8M +$478K +5,433 +8%
Macquarie Group
254
Macquarie Group
Australia
$5.72M -$134K -1,526 -2%
GG
255
Gofen & Glossberg
Illinois
$5.71M -$72.9K -829 -1%
AIA
256
Allied Investment Advisors
Montana
$5.7M -$31.3K -356 -0.5%
PP
257
Prospector Partners
Connecticut
$5.64M -$79.1K -900 -1%
State of Tennessee, Department of Treasury
258
State of Tennessee, Department of Treasury
Tennessee
$5.61M -$325K -3,693 -5%
Handelsbanken Fonder
259
Handelsbanken Fonder
Sweden
$5.48M +$1.18M +13,381 +25%
TPSF
260
Texas Permanent School Fund
Texas
$5.42M -$95.4K -1,085 -2%
MSL
261
Mackay Shields LLC
New York
$5.35M +$146K +1,655 +3%
Comerica Bank
262
Comerica Bank
Texas
$5.35M -$968K -11,005 -15%
FT
263
Fiduciary Trust
Massachusetts
$5.33M -$528K -6,008 -8%
AIM
264
Achmea Investment Management
Netherlands
$5.27M +$4.56M +51,895 +429%
MIM
265
Martin Investment Management
Florida
$5.23M +$39.2K +446 +0.7%
GT
266
Glenmede Trust
Pennsylvania
$5.2M -$399K -4,538 -7%
Vontobel Holding
267
Vontobel Holding
Switzerland
$5.19M -$1.24M -14,074 -18%
Nordea Investment Management
268
Nordea Investment Management
Sweden
$5.17M +$41.1K +467 +0.8%
GG
269
Greenwood Gearhart
Arkansas
$5.11M +$383K +4,352 +8%
DAM
270
Delta Asset Management
Tennessee
$4.98M +$234K +2,660 +5%
MNBTD
271
Moody National Bank Trust Division
Texas
$4.84M -$5.8K -66 -0.1%
Fidelity International
272
Fidelity International
Bermuda
$4.82M -$1.73M -19,660 -25%
SSWM
273
Sheets Smith Wealth Management
North Carolina
$4.72M
ANI
274
American National Insurance
Texas
$4.64M -$3.52K -40 -0.1%
MOACM
275
Mutual of America Capital Management
New York
$4.62M +$291K +3,307 +6%

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.