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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 %
ED
351
Exane Derivatives
France
$2.26M +$43.4K +520 +2%
BCM
352
BTR Capital Management
California
$2.25M +$189K +2,317 +9%
AAM
353
Aureus Asset Management
Massachusetts
$2.25M +$2.25M +27,522 New
NMERB
354
New Mexico Educational Retirement Board
New Mexico
$2.23M +$123K +1,500 +6%
CIP
355
Chartwell Investment Partners
Pennsylvania
$2.22M -$501K -6,129 -18%
CCT
356
Country Club Trust
Missouri
$2.14M -$40.3K -491 -2%
SMDAM
357
Sumitomo Mitsui DS Asset Management
Japan
$2.08M -$16K -196 -0.8%
OIS
358
Okabena Investment Services
Minnesota
$2.08M +$189K +2,316 +10%
LSERS
359
Louisiana State Employees Retirement System
Louisiana
$2.05M -$16.4K -200 -0.8%
HT
360
HighTower Trust
Texas
$2.05M -$11.6K -142 -0.6%
CAPTRUST Financial Advisors
361
CAPTRUST Financial Advisors
North Carolina
$2.02M -$225K -2,751 -10%
HFM
362
Hartford Financial Management
Connecticut
$2.02M +$18K +220 +0.9%
FIM
363
Freedom Investment Management
Connecticut
$1.99M -$31.2K -382 -2%
JPMIA
364
J.P. Marvel Investment Advisors
Massachusetts
$1.98M -$21.3K -260 -1%
CGH
365
Crossmark Global Holdings
Texas
$1.97M -$3.19K -39 -0.2%
SPIA
366
Steward Partners Investment Advisory
New York
$1.97M -$285K -3,485 -13%
HFS
367
Hantz Financial Services
Michigan
$1.96M +$104K +1,274 +6%
TCM
368
Telos Capital Management
California
$1.95M -$59.6K -729 -3%
Mercer Global Advisors
369
Mercer Global Advisors
Colorado
$1.95M +$150K +1,833 +8%
CA
370
Capitolis Advisors
New York
$1.94M – – –
KRS
371
Kentucky Retirement Systems
Kentucky
$1.92M -$62.7K -767 -3%
Pacer Advisors
372
Pacer Advisors
Pennsylvania
$1.91M -$377K -4,611 -17%
WC
373
Woodstock Corp
Massachusetts
$1.87M -$3.03K -37 -0.2%
X
374
Xponance
Pennsylvania
$1.87M +$448K +5,482 +32%
LDB
375
Lee, Danner & Bass
Tennessee
$1.87M -$505K -6,176 -21%
13 14
15
16 17