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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
CA
451
Cetera Advisors
Colorado
$1.12M +$103K +1,169 +9%
IC
452
IEQ Capital
California
$1.11M +$78.3K +890 +7%
ARMT
453
Amica Retiree Medical Trust
Rhode Island
$1.1M -$517K -5,875 -31%
CCG
454
Cypress Capital Group
Florida
$1.09M -$14.2K -161 -1%
Northwestern Mutual Wealth Management
455
Northwestern Mutual Wealth Management
Wisconsin
$1.09M +$39.4K +448 +4%
BPCA
456
Bank Pictet & Cie (Asia)
Singapore
$1.08M -$67.8K -771 -6%
TCOT
457
Trust Company of Toledo
Ohio
$1.07M -$36.1K -411 -3%
CI
458
Cigna Investments
Connecticut
$1.07M +$27K +307 +2%
NSEDCP
459
NJ State Employees Deferred Compensation Plan
New Jersey
$1.07M
TI
460
Tidal Investments
Wisconsin
$1.07M +$376K +4,272 +49%
NRS
461
Neville Rodie & Shaw
New York
$1.04M -$2.2K -25 -0.2%
DADC
462
D.A. Davidson & Co
Montana
$1.04M +$14K +159 +1%
SO
463
STRS Ohio
Ohio
$1.04M -$213K -2,422 -16%
RHBC
464
R.H. Bluestein & Co
Michigan
$1.03M +$87.9K +1,000 +9%
HI
465
Horizon Investments
North Carolina
$1.03M -$82.8K -942 -7%
RIM
466
Redpoint Investment Management
Australia
$1.02M -$59.2K -673 -5%
IRF
467
IBM Retirement Fund
New York
$997K
IMOV
468
Investment Management of Virginia
Virginia
$994K +$106K +1,211 +11%
SW
469
SVB Wealth
Massachusetts
$989K -$280K -3,185 -21%
CA
470
Cullinan Associates
Kentucky
$976K -$850K -9,665 -45%
PP
471
Palladium Partners
Virginia
$970K -$81.7K -929 -7%
PWP
472
Principle Wealth Partners
Connecticut
$966K +$15.7K +178 +2%
GAM
473
Gotham Asset Management
New York
$961K +$1.03M +11,677 New
MHIC
474
Marble Harbor Investment Counsel
Massachusetts
$956K -$2.2K -25 -0.2%
BBVA
475
Banco Bilbao Vizcaya Argentaria
Spain
$955K +$66K +751 +7%

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.