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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
Wellington Management Group
26
Wellington Management Group
Massachusetts
$230M -$117M -1,333,193 -32%
Morgan Stanley
27
Morgan Stanley
New York
$223M +$11.8M +134,679 +5%
SCM
28
Suvretta Capital Management
New York
$222M +$6.49M +73,846 +3%
T. Rowe Price Associates
29
T. Rowe Price Associates
Maryland
$222M -$18.2M -207,506 -7%
Dimensional Fund Advisors
30
Dimensional Fund Advisors
Texas
$221M +$616K +7,004 +0.3%
Janus Henderson Group
31
Janus Henderson Group
United Kingdom
$213M -$18.8M -214,022 -8%
GCM
32
Gates Capital Management
New York
$201M -$33.1M -376,385 -13%
Goldman Sachs
33
Goldman Sachs
New York
$200M -$59M -670,561 -22%
LCOV
34
London Company of Virginia
Virginia
$196M -$12.3M -139,939 -6%
Grantham, Mayo, Van Otterloo & Co (GMO)
35
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$190M -$9.4M -106,886 -4%
Renaissance Technologies
36
Renaissance Technologies
New York
$180M +$31.7M +360,200 +20%
Schroder Investment Management Group
37
Schroder Investment Management Group
United Kingdom
$175M +$30.5M +347,047 +19%
Charles Schwab
38
Charles Schwab
California
$167M +$9.57M +108,852 +6%
MMH
39
Menora Mivtachim Holdings
Israel
$163M -$132K -1,500 -0.1%
CS
40
Credit Suisse
Switzerland
$160M -$4.79M -54,446 -3%
Sumitomo Mitsui Trust Group
41
Sumitomo Mitsui Trust Group
Japan
$158M +$6.74M +76,701 +4%
Artisan Partners
42
Artisan Partners
Wisconsin
$158M -$23.4M -265,598 -12%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$156M +$30.5M +347,299 +22%
State of Wisconsin Investment Board
44
State of Wisconsin Investment Board
Wisconsin
$155M -$9.17M -104,266 -5%
N
45
Nuveen
North Carolina
$153M -$7.86M -89,399 -5%
JP Morgan Chase
46
JP Morgan Chase
New York
$141M -$6.49M -73,831 -4%
Primecap Management
47
Primecap Management
California
$138M -$201K -2,287 -0.1%
Caisse de Depot et Placement du Quebec (CDPQ)
48
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$135M -$15.4M -175,200 -10%
UBS AM
49
UBS AM
Illinois
$134M -$2.56M -29,109 -2%
Swiss National Bank
50
Swiss National Bank
Switzerland
$133M -$6.02M -68,500 -4%

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.