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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
DY
426
Dowling & Yahnke
California
$1.3M -$41.5K -472 -3%
SEC
427
Seven Eight Capital
New York
$1.3M +$1.39M +15,790 New
EI
428
Ethic Inc
New York
$1.28M +$241K +2,744 +21%
WTC
429
WhitTier Trust Company
Nevada
$1.28M -$4.22K -48 -0.3%
RPC
430
Rossmore Private Capital
Connecticut
$1.28M +$19.8K +225 +1%
CFGS
431
Concourse Financial Group Securities
Alabama
$1.27M +$184K +2,092 +16%
AT
432
Arden Trust
Delaware
$1.26M -$89.6K -1,019 -6%
AC
433
Amia Capital
United Kingdom
$1.26M +$1.35M +15,300 New
HP
434
Holowesko Partners
Bahamas
$1.23M -$264K -3,000 -17%
AMCA
435
Arthur M. Cohen & Associates
Illinois
$1.23M
CANY
436
Caxton Associates (New York)
New York
$1.23M +$1.32M +15,000 New
DC
437
Davenport & Co
Virginia
$1.23M +$161K +1,827 +14%
WPC
438
Waters Parkerson & Co
Louisiana
$1.22M
WCA
439
Waratah Capital Advisors
Ontario, Canada
$1.22M +$1.31M +14,856 New
SAI
440
Systematic Alpha Investments
New Jersey
$1.17M
JG
441
Jefferies Group
New York
$1.17M -$268K -3,050 -18%
RC
442
RegentAtlantic Capital
New Jersey
$1.17M +$94.1K +1,070 +8%
IIM
443
Ironwood Investment Management
Massachusetts
$1.17M +$1.05K +12 +0.1%
BCV
444
Banque Cantonale Vaudoise
Switzerland
$1.16M -$246K -2,800 -17%
WAM
445
Wolverine Asset Management
Illinois
$1.15M -$4.97M -56,492 -80%
TRCT
446
Tower Research Capital (TRC)
New York
$1.15M +$735K +8,356 +149%
SC
447
Savant Capital
Illinois
$1.15M -$34.9K -397 -3%
DCM
448
Dupont Capital Management
Delaware
$1.15M +$559K +6,355 +84%
TPCW
449
TD Private Client Wealth
New York
$1.14M -$117K -1,331 -9%
Nomura Holdings
450
Nomura Holdings
Japan
$1.12M -$178K -2,019 -13%

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.