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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
+$298M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$196M
3
Goldman Sachs
Goldman Sachs
New York
+$180M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$118M
5
EC
Eminence Capital
New York
+$96.7M

Top Sellers

1
State Street
State Street
Massachusetts
-$860M
2
Viking Global Investors
Viking Global Investors
Connecticut
-$468M
3
CS
Credit Suisse
Switzerland
-$448M
4
HSBC Holdings
HSBC Holdings
United Kingdom
-$121M
5
OAC
OMERS Administration Corp
Ontario, Canada
-$92.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
NMIMC
401
Northwestern Mutual Investment Management Company
Wisconsin
$1.5M -$13.2K -162 -0.9%
TGAM
402
TBH Global Asset Management
Tennessee
$1.49M +$1.49M +18,176 New
V
403
Veritable
Delaware
$1.48M +$6.95K +85 +0.5%
HP
404
Holowesko Partners
Bahamas
$1.47M -$572K -7,000 -28%
AFA
405
Abacus FCF Advisors
Florida
$1.47M +$1.47M +18,036 New
MGIA
406
Matthew Goff Investment Advisor
Texas
$1.47M +$19.5K +239 +1%
MCM
407
Monarch Capital Management
Indiana
$1.46M -$59.3K -725 -4%
ZIG
408
Zurich Insurance Group
Switzerland
$1.46M -$3.85M -47,117 -73%
MC
409
MRJ Capital
New York
$1.44M -$57.2K -700 -4%
William Blair & Company
410
William Blair & Company
Illinois
$1.43M -$131K -1,608 -8%
PCM
411
Parsons Capital Management
Rhode Island
$1.42M -$13.7K -167 -1%
JG
412
Jefferies Group
New York
$1.41M -$6.15M -75,150 -81%
ECM
413
Exchange Capital Management
Michigan
$1.4M -$3.76K -46 -0.3%
EGM
414
Engineers Gate Manager
New York
$1.39M -$761K -9,303 -35%
BCV
415
Banque Cantonale Vaudoise
Switzerland
$1.38M +$8.18K +100 +0.6%
PSUF
416
People's United Financial
Connecticut
$1.37M -$189K -2,311 -12%
WT
417
Whittier Trust
California
$1.36M -$399K -4,872 -23%
Mariner
418
Mariner
Kansas
$1.35M -$230K -2,810 -15%
AT
419
Arden Trust
Delaware
$1.34M -$27.2K -333 -2%
DY
420
Dowling & Yahnke
California
$1.33M -$54.7K -669 -4%
SAI
421
Systematic Alpha Investments
New Jersey
$1.31M +$185K +2,060 +16%
SIRP
422
Shelter Insurance Retirement Plan
Missouri
$1.31M – – –
SIA
423
Sit Investment Associates
Minnesota
$1.3M – – –
WTC
424
WhitTier Trust Company
Nevada
$1.28M -$140K -1,707 -10%
Nomura Holdings
425
Nomura Holdings
Japan
$1.27M +$407K +4,975 +47%
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