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Otis Worldwide
OTIS

Overview Fund Activity

1,135 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, 374 increasing their positions, 448 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,135
Holders Change
+4
Holders Change %
+0.35%
% of All Funds
19.93%
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
374
Reduced
448
Closed
75
Calls
$163M
Puts
$78.5M
Net Calls
+$84M
Net Calls Change
+$66.8M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.21B
2
OAC
OMERS Administration Corp
Ontario, Canada
$125M
3
BlackRock
BlackRock
New York
$3.02B
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$86.5M
5
Vanguard Group
Vanguard Group
Pennsylvania
$3.16B

Top Sellers

1
Deutsche Bank
Deutsche Bank
Germany
$128M
2
Norges Bank
Norges Bank
Norway
$328M
3
VAM
Vontobel Asset Management
New York
$247M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$230M
5
EC
Eminence Capital
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
V
401
Veritable
Delaware
$1.5M +$4.44K +54 +0.3%
MGIA
402
Matthew Goff Investment Advisor
Texas
$1.47M -$6.42K -78 -0.4%
CNC
403
Canandaigua National Corp
New York
$1.46M -$83.6K -1,016 -5%
MCM
404
Monarch Capital Management
Indiana
$1.46M -$12.7K -154 -0.9%
PCM
405
Parsons Capital Management
Rhode Island
$1.43M +$1.56K +19 +0.1%
CAN
406
Cetera Advisor Networks
California
$1.42M +$197K +2,398 +16%
CCM
407
Copeland Capital Management
Pennsylvania
$1.42M -$200K -2,431 -12%
TCM
408
Teza Capital Management
Illinois
$1.41M +$1.41M +17,082 New
EFS
409
Essex Financial Services
Connecticut
$1.4M +$314K +3,814 +29%
SAM
410
Shell Asset Management
Netherlands
$1.4M -$1.46M -17,754 -51%
LDB
411
Lee, Danner & Bass
Tennessee
$1.39M -$493K -5,989 -26%
AIP
412
Ameritas Investment Partners
Nebraska
$1.38M -$1.92M -23,397 -58%
KAS
413
Kestra Advisory Services
Texas
$1.37M -$908K -11,031 -40%
MC
414
MRJ Capital
New York
$1.36M -$92.5K -1,125 -6%
WT
415
Whittier Trust
California
$1.35M -$18.9K -230 -1%
ECM
416
Exchange Capital Management
Michigan
$1.34M -$61.8K -751 -4%
CA
417
Capitolis Advisors
New York
$1.34M -$639K -7,668 -32%
VC
418
Veracity Capital
Georgia
$1.32M +$48.4K +588 +4%
DTL
419
Dynamic Technology Lab
Singapore
$1.32M +$870K +10,572 +194%
SIRP
420
Shelter Insurance Retirement Plan
Missouri
$1.32M – – –
PSUF
421
People's United Financial
Connecticut
$1.31M -$64.6K -785 -5%
SIA
422
Sit Investment Associates
Minnesota
$1.31M – – –
Wealthfront Advisers
423
Wealthfront Advisers
California
$1.3M +$101K +1,222 +8%
DY
424
Dowling & Yahnke
California
$1.3M -$38.8K -472 -3%
SEC
425
Seven Eight Capital
New York
$1.3M +$1.3M +15,790 New
15 16
17
18 19