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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
TI
301
Trexquant Investment
Connecticut
$3.63M +$3.88M +44,109 New
ISL
302
Ingalls & Snyder LLC
New York
$3.55M -$58.9K -670 -2%
Baird Financial Group
303
Baird Financial Group
Wisconsin
$3.51M +$427K +4,860 +13%
CAM
304
Cresset Asset Management
Illinois
$3.43M +$32.4K +368 +0.9%
PP
305
Prudential plc
United Kingdom
$3.43M -$9.42M -107,081 -72%
Twin Tree Management
306
Twin Tree Management
Texas
$3.42M +$3.65M +41,532 New
DILIC
307
Dai-ichi Life Insurance Company
Japan
$3.3M -$131K -1,490 -4%
CAM
308
Cacti Asset Management
Georgia
$3.29M -$25K -284 -0.7%
HIMCH
309
Hartford Investment Management Co (HIMCO)
Connecticut
$3.29M -$222K -2,519 -6%
GAG
310
GM Advisory Group
New York
$3.18M -$118K -1,345 -3%
MKC
311
M. Kraus & Co
Vermont
$3.13M +$222K +2,523 +7%
SC
312
Scotia Capital
Ontario, Canada
$3.08M +$235K +2,677 +8%
NB
313
Norinchukin Bank
Japan
$3.01M +$286K +3,255 +10%
ACM
314
AlphaCrest Capital Management
New York
$3.01M +$435K +4,951 +16%
SAM
315
Securian Asset Management
Minnesota
$2.99M +$154K +1,752 +5%
WB
316
WesBanco Bank
West Virginia
$2.98M -$72K -819 -2%
IG
317
ING Group
Netherlands
$2.95M +$237K +2,699 +8%
Mirae Asset Global Investments
318
Mirae Asset Global Investments
South Korea
$2.92M +$312K +3,549 +11%
CK
319
Cohen Klingenstein
New York
$2.9M -$561K -6,385 -15%
CIP
320
Chartwell Investment Partners
Pennsylvania
$2.88M +$693K +7,878 +29%
PHK
321
Point72 Hong Kong
Hong Kong
$2.86M +$2.98M +33,940 +4,065%
Capital Fund Management (CFM)
322
Capital Fund Management (CFM)
France
$2.86M +$3.05M +34,700 New
OPERF
323
Oregon Public Employees Retirement Fund
Oregon
$2.78M
HNB
324
Huntington National Bank
Ohio
$2.78M -$276K -3,141 -9%
AC
325
Albar Capital
United Kingdom
$2.78M -$13.5M -153,671 -82%

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.