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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 %
GI
376
GAMCO Investors
Connecticut
$1.82M -$287K -3,505 -14%
COI
377
Connable Office Inc
Michigan
$1.81M +$8.83K +108 +0.5%
MHS
378
M Holdings Securities
Oregon
$1.8M +$119K +1,453 +7%
AC
379
Alexandria Capital
Virginia
$1.78M -$21.1K -258 -1%
Mackenzie Financial
380
Mackenzie Financial
Ontario, Canada
$1.78M +$425K +5,196 +31%
AAM
381
Advisors Asset Management
Colorado
$1.78M +$511K +6,244 +40%
XI
382
XXEC Inc
Oklahoma
$1.76M +$19.5K +239 +1%
CA
383
Cullinan Associates
Kentucky
$1.76M -$4.01K -49 -0.2%
BC
384
Burney Company
Virginia
$1.76M -$72.3K -884 -4%
FWCM
385
Ferguson Wellman Capital Management
Oregon
$1.76M +$78.7K +962 +5%
BCWM
386
Bartlett & Co Wealth Management
Ohio
$1.72M -$539K -6,588 -24%
BC
387
Bartlett & Co
Ohio
$1.72M -$539K -6,588 -24%
TF
388
TIAA FSB
Florida
$1.68M -$245K -3,001 -13%
YIA
389
YHB Investment Advisors
Connecticut
$1.67M +$5.97K +73 +0.4%
PI
390
PFS Investments
Georgia
$1.62M +$54.5K +650 +3%
CCM
391
Copeland Capital Management
Pennsylvania
$1.61M +$5.89K +72 +0.4%
EOJOAM
392
E. Ohman J:or Asset Management
Sweden
$1.59M +$352K +4,300 +28%
NB
393
NBT Bank
New York
$1.59M -$36.9K -451 -2%
TSWM
394
Triangle Securities Wealth Management
North Carolina
$1.58M -$3.27K -40 -0.2%
SF
395
Synovus Financial
Georgia
$1.57M -$7.41K -91 -0.5%
ARMT
396
Amica Retiree Medical Trust
Rhode Island
$1.57M – – –
TCOV
397
Trust Company of Vermont
Vermont
$1.55M -$72K -881 -4%
BHIA
398
Birch Hill Investment Advisors
Massachusetts
$1.54M -$37.8K -462 -2%
BS
399
Banco Santander
Spain
$1.53M +$842K +10,293 +122%
CNC
400
Canandaigua National Corp
New York
$1.53M +$24.2K +296 +2%
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