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Otis Worldwide
OTIS

Overview Fund Activity

1,135 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, 374 increasing their positions, 448 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,135
Holders Change
+4
Holders Change %
+0.35%
% of All Funds
19.93%
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
374
Reduced
448
Closed
75
Calls
$163M
Puts
$78.5M
Net Calls
+$84M
Net Calls Change
+$66.8M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.21B
2
OAC
2
OMERS Administration Corp
Ontario, Canada
$125M
3
BlackRock
3
BlackRock
New York
$3.02B
4
Assenagon Asset Management
4
Assenagon Asset Management
Luxembourg
$86.5M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$3.16B

Top Sellers

1
Deutsche Bank
1
Deutsche Bank
Germany
$128M
2
Norges Bank
2
Norges Bank
Norway
$328M
3
VAM
3
Vontobel Asset Management
New York
$247M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$230M
5
EC
5
Eminence Capital
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
326
Cambridge Investment Research Advisors
Iowa
$2.75M +$47.1K +572 +2%
SSB
327
Sandy Spring Bank
Maryland
$2.72M -$161K -1,955 -6%
MSRPS
328
Maryland State Retirement & Pension System
Maryland
$2.72M – – –
DP
329
Dearborn Partners
Illinois
$2.68M -$43.5K -529 -2%
TRSOTSOK
330
Teachers Retirement System of the State of Kentucky
Kentucky
$2.6M – – –
Mercer Global Advisors
331
Mercer Global Advisors
Colorado
$2.59M +$630K +7,651 +32%
SMI
332
Shelter Mutual Insurance
Missouri
$2.57M – – –
BRCA
333
Birch Run Capital Advisors
Texas
$2.55M – – –
ANTB
334
AMG National Trust Bank
Colorado
$2.53M +$9.96K +121 +0.4%
CAM
335
Close Asset Management
United Kingdom
$2.49M +$210K +2,550 +9%
Acadian Asset Management
336
Acadian Asset Management
Massachusetts
$2.48M -$1.58M -19,231 -39%
TAF
337
Tredje AP-fonden
Sweden
$2.46M – – –
AIM
338
Aigen Investment Management
New York
$2.44M +$2.44M +29,626 New
Mackenzie Financial
339
Mackenzie Financial
Ontario, Canada
$2.42M +$633K +7,693 +35%
SAM
340
Silvercrest Asset Management
New York
$2.41M -$149K -1,808 -6%
HIMC
341
Heritage Investors Management Corp
Maryland
$2.39M -$160K -1,944 -6%
FIM
342
Freedom Investment Management
Connecticut
$2.38M +$377K +4,583 +19%
EMPI
343
Elo Mutual Pension Insurance
Finland
$2.38M – – –
EWM
344
Evercore Wealth Management
New York
$2.37M – – –
TC
345
TwinBeech Capital
New York
$2.36M +$2.36M +28,683 New
AAM
346
Aureus Asset Management
Massachusetts
$2.34M +$70.8K +861 +3%
MFS
347
Mirabella Financial Services
United Kingdom
$2.33M -$1.07M -13,004 -31%
CAPTRUST Financial Advisors
348
CAPTRUST Financial Advisors
North Carolina
$2.32M +$278K +3,375 +14%
OIS
349
Okabena Investment Services
Minnesota
$2.3M +$210K +2,551 +10%
JC
350
JB Capital
Connecticut
$2.26M +$2.26M +27,506 New
12 13
14
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