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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
X
376
Xponance
Pennsylvania
$1.78M -$103K -1,175 -5%
GI
377
GAMCO Investors
Connecticut
$1.78M -$59.7K -679 -3%
AC
378
Alexandria Capital
Virginia
$1.77M -$16K -182 -0.8%
ED
379
Exane Derivatives
France
$1.76M -$499K -5,670 -21%
AAM
380
Advisors Asset Management
Colorado
$1.76M -$31.9K -363 -2%
FC
381
FORA Capital
Florida
$1.75M +$984K +11,195 +112%
FWCM
382
Ferguson Wellman Capital Management
Oregon
$1.74M -$33K -375 -2%
SCM
383
Seascape Capital Management
New Hampshire
$1.73M +$1.85M +21,039 New
GF
384
Gabelli Funds
New York
$1.73M -$747K -8,500 -29%
YIA
385
YHB Investment Advisors
Connecticut
$1.7M +$23.5K +267 +1%
TGAM
386
TBH Global Asset Management
Tennessee
$1.7M +$216K +2,452 +13%
BC
387
Burney Company
Virginia
$1.67M -$113K -1,283 -6%
PI
388
PFS Investments
Georgia
$1.65M +$66.7K +758 +4%
TF
389
TIAA FSB
Florida
$1.63M -$57.4K -653 -3%
EOJOAM
390
E. Ohman J:or Asset Management
Sweden
$1.6M
NMIMC
391
Northwestern Mutual Investment Management Company
Wisconsin
$1.59M +$93.7K +1,066 +6%
BC
392
Bartlett & Co
Ohio
$1.59M -$144K -1,634 -8%
BCWM
393
Bartlett & Co Wealth Management
Ohio
$1.59M -$144K -1,634 -8%
TSWM
394
Triangle Securities Wealth Management
North Carolina
$1.58M -$6.77K -77 -0.4%
BF
395
BOK Financial
Oklahoma
$1.56M +$1.66M +18,935 New
NB
396
NBT Bank
New York
$1.54M -$56.7K -645 -3%
TCOV
397
Trust Company of Vermont
Vermont
$1.54M -$20.5K -233 -1%
BHIA
398
Birch Hill Investment Advisors
Massachusetts
$1.54M -$1.67K -19 -0.1%
SF
399
Synovus Financial
Georgia
$1.54M -$50.5K -574 -3%
AFA
400
Abacus FCF Advisors
Florida
$1.53M

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.