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

Top Sellers

1
State Street
State Street
Massachusetts
$1.31B
2
Viking Global Investors
Viking Global Investors
Connecticut
$0
3
CS
Credit Suisse
Switzerland
$164M
4
HSBC Holdings
HSBC Holdings
United Kingdom
$42.1M
5
OAC
OMERS Administration Corp
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ISL
301
Ingalls & Snyder LLC
New York
$3.58M -$44.8K -548 -1%
BA
302
Bridgewater Associates
Connecticut
$3.58M +$3.58M +43,774 New
Holocene Advisors
303
Holocene Advisors
New York
$3.54M -$4.38M -53,555 -55%
ACA
304
Aptus Capital Advisors
Alabama
$3.49M +$303K +3,707 +10%
HIMCH
305
Hartford Investment Management Co (HIMCO)
Connecticut
$3.47M -$171K -2,095 -5%
DILIC
306
Dai-ichi Life Insurance Company
Japan
$3.4M – – –
CK
307
Cohen Klingenstein
New York
$3.4M – – –
MFS
308
Mirabella Financial Services
United Kingdom
$3.38M +$1.14M +13,925 +51%
CAM
309
Cresset Asset Management
Illinois
$3.38M +$2.73M +33,370 +420%
CAM
310
Cacti Asset Management
Georgia
$3.29M – – –
AIP
311
Ameritas Investment Partners
Nebraska
$3.28M -$645K -7,887 -16%
GAG
312
GM Advisory Group
New York
$3.27M -$258K -3,150 -7%
Baird Financial Group
313
Baird Financial Group
Wisconsin
$3.09M -$72.2K -883 -2%
VLKIM
314
Van Lanschot Kempen Investment Management
Netherlands
$3.08M +$3.08M +41,194 New
WB
315
WesBanco Bank
West Virginia
$3.03M -$59K -721 -2%
HNB
316
Huntington National Bank
Ohio
$3.02M +$568K +6,942 +23%
MKC
317
M. Kraus & Co
Vermont
$2.91M +$53.5K +654 +2%
BCM
318
Bridgeway Capital Management
Texas
$2.9M – – –
SSB
319
Sandy Spring Bank
Maryland
$2.86M -$230K -2,818 -7%
SC
320
Scotia Capital
Ontario, Canada
$2.84M +$1.3M +15,901 +84%
SAM
321
Shell Asset Management
Netherlands
$2.84M -$883K -10,795 -24%
SAM
322
Securian Asset Management
Minnesota
$2.83M -$49.2K -602 -2%
OPERF
323
Oregon Public Employees Retirement Fund
Oregon
$2.77M – – –
PAG
324
Private Advisor Group
New Jersey
$2.73M +$38.3K +468 +1%
NB
325
Norinchukin Bank
Japan
$2.73M -$42K -514 -2%
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