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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 %
IG
326
ING Group
Netherlands
$2.71M +$502K +6,141 +23%
DP
327
Dearborn Partners
Illinois
$2.7M -$30.8K -377 -1%
Cambridge Investment Research Advisors
328
Cambridge Investment Research Advisors
Iowa
$2.69M +$92K +1,125 +4%
MML Investors Services
329
MML Investors Services
Massachusetts
$2.67M +$31.2K +382 +1%
MSRPS
330
Maryland State Retirement & Pension System
Maryland
$2.66M +$93.4K +1,135 +4%
Mirae Asset Global Investments
331
Mirae Asset Global Investments
South Korea
$2.61M -$70.2K -859 -3%
ACM
332
AlphaCrest Capital Management
New York
$2.59M +$2.59M +31,676 New
TRSOTSOK
333
Teachers Retirement System of the State of Kentucky
Kentucky
$2.58M – – –
SMI
334
Shelter Mutual Insurance
Missouri
$2.55M – – –
SAM
335
Silvercrest Asset Management
New York
$2.54M -$978K -11,962 -28%
BRCA
336
Birch Run Capital Advisors
Texas
$2.54M – – –
HIMC
337
Heritage Investors Management Corp
Maryland
$2.53M -$399K -4,884 -14%
Verition Fund Management
338
Verition Fund Management
Connecticut
$2.5M -$583K -7,131 -19%
ANTB
339
AMG National Trust Bank
Colorado
$2.5M -$17.1K -209 -0.7%
Qube Research & Technologies (QRT)
340
Qube Research & Technologies (QRT)
United Kingdom
$2.46M -$11.4M -139,387 -82%
RJT
341
Raymond James Trust
Florida
$2.46M -$191K -2,335 -7%
TAF
342
Tredje AP-fonden
Sweden
$2.44M – – –
GF
343
Gabelli Funds
New York
$2.41M +$123K +1,500 +5%
EMPI
344
Elo Mutual Pension Insurance
Finland
$2.36M -$63.9K -782 -3%
EWM
345
Evercore Wealth Management
New York
$2.36M -$1.06K -13 -0%
TH
346
TCTC Holdings
Texas
$2.34M – – –
PG
347
Pendal Group
Australia
$2.33M +$713K +8,715 +44%
CWM
348
CIBC World Markets
New York
$2.29M -$25.4M -310,856 -92%
CAM
349
Close Asset Management
United Kingdom
$2.27M -$81.7K -1,000 -3%
KAS
350
Kestra Advisory Services
Texas
$2.26M +$42.1K +515 +2%
12 13
14
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