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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
Thrivent Financial for Lutherans
401
Thrivent Financial for Lutherans
Minnesota
$1.51M -$32.7M -371,520 -95%
William Blair & Company
402
William Blair & Company
Illinois
$1.5M +$64.7K +736 +4%
V
403
Veritable
Delaware
$1.5M +$4.75K +54 +0.3%
MGIA
404
Matthew Goff Investment Advisor
Texas
$1.47M -$6.86K -78 -0.4%
CNC
405
Canandaigua National Corp
New York
$1.46M -$89.3K -1,016 -5%
MCM
406
Monarch Capital Management
Indiana
$1.46M -$13.5K -154 -0.9%
PCM
407
Parsons Capital Management
Rhode Island
$1.43M +$1.67K +19 +0.1%
CAN
408
Cetera Advisor Networks
California
$1.42M +$211K +2,398 +16%
CCM
409
Copeland Capital Management
Pennsylvania
$1.42M -$214K -2,431 -12%
TCM
410
Teza Capital Management
Illinois
$1.41M +$1.5M +17,082 New
EFS
411
Essex Financial Services
Connecticut
$1.4M +$335K +3,814 +29%
SAM
412
Shell Asset Management
Netherlands
$1.4M -$1.56M -17,754 -51%
LDB
413
Lee, Danner & Bass
Tennessee
$1.39M -$527K -5,989 -26%
AIP
414
Ameritas Investment Partners
Nebraska
$1.38M -$2.06M -23,397 -58%
KAS
415
Kestra Advisory Services
Texas
$1.37M -$970K -11,031 -40%
MC
416
MRJ Capital
New York
$1.35M -$98.9K -1,125 -6%
WT
417
Whittier Trust
California
$1.35M -$20.2K -230 -1%
ECM
418
Exchange Capital Management
Michigan
$1.34M -$66K -751 -4%
CA
419
Capitolis Advisors
New York
$1.34M -$674K -7,668 -32%
VC
420
Veracity Capital
Georgia
$1.32M +$51.7K +588 +4%
DTL
421
Dynamic Technology Lab
Singapore
$1.32M +$930K +10,572 +194%
SIRP
422
Shelter Insurance Retirement Plan
Missouri
$1.32M
PSUF
423
People's United Financial
Connecticut
$1.31M -$69K -785 -5%
SIA
424
Sit Investment Associates
Minnesota
$1.3M
Wealthfront Advisers
425
Wealthfront Advisers
California
$1.3M +$107K +1,222 +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.