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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
PRC
276
Pearl River Capital
Michigan
$4.59M +$4.91M +55,842 New
IIM
277
Ipswich Investment Management
Massachusetts
$4.59M +$317K +3,606 +7%
Man Group
278
Man Group
United Kingdom
$4.51M -$18.1M -206,180 -79%
GWM
279
Graybill Wealth Management
Illinois
$4.41M -$15.3K -174 -0.3%
COPPSERS
280
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$4.4M +$259K +2,942 +6%
Daiwa Securities Group
281
Daiwa Securities Group
Japan
$4.38M -$1.72M -19,508 -27%
II
282
IFM Investors
Australia
$4.36M -$14.4K -164 -0.3%
SLAM
283
Swiss Life Asset Management
$4.34M +$47.3K +538 +1%
CSIC
284
Clifford Swan Investment Counsel
California
$4.33M -$665K -7,562 -12%
KBC Group
285
KBC Group
Belgium
$4.3M -$4.37M -49,669 -49%
LPARFS
286
Leverage Partners Absolute Return Fund SPC
Cayman Islands
$4.29M +$13.2K +150 +0.3%
EAM
287
Erste Asset Management
Austria
$4.26M -$186K -2,120 -4%
RFC
288
Regions Financial Corp
Alabama
$4.26M -$79.5K -904 -2%
KCM
289
Kanawha Capital Management
Virginia
$4.26M -$67.3K -765 -1%
SG Americas Securities
290
SG Americas Securities
New York
$4.19M +$3.63M +41,297 +430%
MLICM
291
Metropolitan Life Insurance Company (MetLife)
New York
$4.1M +$55K +626 +1%
WAS
292
Wesleyan Assurance Society
United Kingdom
$3.96M
Pacer Advisors
293
Pacer Advisors
Pennsylvania
$3.94M +$2.17M +24,635 +106%
CCM
294
Cohen Capital Management
California
$3.92M
ACA
295
Aptus Capital Advisors
Alabama
$3.9M +$415K +4,717 +11%
PAG
296
Private Advisor Group
New Jersey
$3.88M +$1.21M +13,731 +41%
EW
297
Evoke Wealth
California
$3.86M -$59.4K -675 -1%
GIA
298
Gateway Investment Advisers
Ohio
$3.86M +$76.1K +866 +2%
TCM
299
Tufton Capital Management
Maryland
$3.71M -$7.21K -82 -0.2%
FMII
300
Farmers & Merchants Investments Inc
Nebraska
$3.63M -$35.4K -403 -0.9%

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.