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
MML Investors Services
326
MML Investors Services
Massachusetts
$2.77M +$88.8K +1,010 +3%
MUAMU
327
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$2.76M -$1.49M -17,000 -34%
Cambridge Investment Research Advisors
328
Cambridge Investment Research Advisors
Iowa
$2.75M +$50.3K +572 +2%
SSB
329
Sandy Spring Bank
Maryland
$2.72M -$172K -1,955 -6%
MSRPS
330
Maryland State Retirement & Pension System
Maryland
$2.71M
DP
331
Dearborn Partners
Illinois
$2.68M -$46.5K -529 -2%
TRSOTSOK
332
Teachers Retirement System of the State of Kentucky
Kentucky
$2.6M
Mercer Global Advisors
333
Mercer Global Advisors
Colorado
$2.59M +$673K +7,651 +32%
SMI
334
Shelter Mutual Insurance
Missouri
$2.57M
BRCA
335
Birch Run Capital Advisors
Texas
$2.55M
ANTB
336
AMG National Trust Bank
Colorado
$2.53M +$10.6K +121 +0.4%
CAM
337
Close Asset Management
United Kingdom
$2.49M +$224K +2,550 +9%
Acadian Asset Management
338
Acadian Asset Management
Massachusetts
$2.48M -$1.69M -19,231 -39%
TAF
339
Tredje AP-fonden
Sweden
$2.46M
AIM
340
Aigen Investment Management
New York
$2.44M +$2.61M +29,626 New
Mackenzie Financial
341
Mackenzie Financial
Ontario, Canada
$2.42M +$676K +7,693 +35%
SAM
342
Silvercrest Asset Management
New York
$2.4M -$159K -1,808 -6%
HIMC
343
Heritage Investors Management Corp
Maryland
$2.39M -$171K -1,944 -6%
FIM
344
Freedom Investment Management
Connecticut
$2.38M +$403K +4,583 +19%
EMPI
345
Elo Mutual Pension Insurance
Finland
$2.38M
EWM
346
Evercore Wealth Management
New York
$2.37M
TC
347
TwinBeech Capital
New York
$2.36M +$2.52M +28,683 New
AAM
348
Aureus Asset Management
Massachusetts
$2.33M +$75.7K +861 +3%
MFS
349
Mirabella Financial Services
United Kingdom
$2.33M -$1.14M -13,004 -31%
CAPTRUST Financial Advisors
350
CAPTRUST Financial Advisors
North Carolina
$2.31M +$297K +3,375 +14%

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.