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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
OIS
351
Okabena Investment Services
Minnesota
$2.3M +$224K +2,551 +10%
JC
352
JB Capital
Connecticut
$2.26M +$2.42M +27,506 New
ARI
353
Applied Research Investments
Delaware
$2.26M +$2.41M +27,413 New
BCM
354
BTR Capital Management
California
$2.25M -$21.1K -240 -0.9%
EGM
355
Engineers Gate Manager
New York
$2.25M +$904K +10,282 +60%
PG
356
Pendal Group
Australia
$2.24M -$108K -1,225 -4%
BAM
357
Blueshift Asset Management
New Jersey
$2.24M +$2.39M +27,221 New
LSERS
358
Louisiana State Employees Retirement System
Louisiana
$2.19M +$132K +1,500 +6%
NMERB
359
New Mexico Educational Retirement Board
New Mexico
$2.17M -$70.3K -800 -3%
HFS
360
Hantz Financial Services
Michigan
$2.16M +$200K +2,278 +10%
CCT
361
Country Club Trust
Missouri
$2.11M -$61.9K -704 -3%
KRS
362
Kentucky Retirement Systems
Kentucky
$2.1M +$183K +2,077 +9%
SMDAM
363
Sumitomo Mitsui DS Asset Management
Japan
$2.07M -$20K -228 -0.9%
HT
364
HighTower Trust
Texas
$2.07M +$6.59K +75 +0.3%
JPMIA
365
J.P. Marvel Investment Advisors
Massachusetts
$2M +$10.1K +115 +0.5%
CGH
366
Crossmark Global Holdings
Texas
$1.99M +$7.91K +90 +0.4%
CWM
367
CIBC World Markets
New York
$1.98M -$347K -3,949 -14%
HFM
368
Hartford Financial Management
Connecticut
$1.98M -$62.3K -708 -3%
H
369
Hexavest
Quebec, Canada
$1.96M +$2.1M +23,867 New
RJT
370
Raymond James Trust
Florida
$1.92M -$592K -6,727 -22%
SPIA
371
Steward Partners Investment Advisory
New York
$1.92M -$61.5K -699 -3%
Mariner
372
Mariner
Kansas
$1.9M +$576K +6,545 +40%
TCM
373
Telos Capital Management
California
$1.89M -$76.5K -870 -4%
WC
374
Woodstock Corp
Massachusetts
$1.83M -$52.1K -592 -3%
COI
375
Connable Office Inc
Michigan
$1.8M -$15.6K -177 -0.8%

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.