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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 %
NSEDCP
451
NJ State Employees Deferred Compensation Plan
New Jersey
$1.06M – – –
EI
452
Ethic Inc
New York
$1.05M +$464K +5,672 +79%
Northwestern Mutual Wealth Management
453
Northwestern Mutual Wealth Management
Wisconsin
$1.05M -$37.4K -457 -3%
CI
454
Cigna Investments
Connecticut
$1.04M -$158K -1,935 -13%
PP
455
Palladium Partners
Virginia
$1.04M -$36.3K -444 -3%
NRS
456
Neville Rodie & Shaw
New York
$1.04M – – –
IC
457
IEQ Capital
California
$1.04M +$312K +3,821 +43%
DADC
458
D.A. Davidson & Co
Montana
$1.03M -$140K -1,710 -12%
CA
459
Cetera Advisors
Colorado
$1.01M +$72.8K +891 +8%
IRF
460
IBM Retirement Fund
New York
$991K -$146K -1,789 -13%
AIM
461
Achmea Investment Management
Netherlands
$990K – – –
DF
462
Donoghue Forlines
Massachusetts
$989K +$989K +12,097 New
CC
463
Courier Capital
New York
$986K -$63K -770 -6%
SI
464
Stephens Inc
Arkansas
$986K -$572 -7 -0.1%
SIC
465
Salem Investment Counselors
North Carolina
$977K -$51.1K -625 -5%
OPPTF
466
OPSEU Pension Plan Trust Fund
Ontario, Canada
$953K +$953K +11,521 New
MHIC
467
Marble Harbor Investment Counsel
Massachusetts
$952K -$14.3K -175 -1%
ONB
468
Old National Bancorp
Indiana
$948K -$22.4K -274 -2%
CCG
469
Cloverfields Capital Group
Minnesota
$948K +$12.2K +149 +1%
PWP
470
Principle Wealth Partners
Connecticut
$946K -$2.29K -28 -0.2%
IC
471
Inscription Capital
Texas
$946K +$946K +11,567 New
RHBC
472
R.H. Bluestein & Co
Michigan
$942K -$81.8K -1,000 -8%
GT
473
Glenview Trust
Kentucky
$932K -$32.6K -399 -3%
BG
474
Bollard Group
Massachusetts
$928K +$491 +6 +0.1%
SB
475
Simmons Bank
Arkansas
$916K -$17.2K -210 -2%
17 18
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