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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
CCG
476
Cloverfields Capital Group
Minnesota
$954K
KRSITF
477
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$940K +$81.7K +929 +9%
OC
478
Oppenheimer & Co
New York
$936K +$50.5K +574 +5%
BG
479
Bollard Group
Massachusetts
$934K +$352 +4 +0%
ONB
480
Old National Bancorp
Indiana
$930K -$26K -296 -3%
BPA
481
Beacon Pointe Advisors
California
$911K +$321K +3,648 +49%
OPPTF
482
OPSEU Pension Plan Trust Fund
Ontario, Canada
$907K -$36.8K -418 -4%
GT
483
Glenview Trust
Kentucky
$905K -$34.4K -391 -3%
CC
484
Courier Capital
New York
$901K -$96.6K -1,099 -9%
PWM
485
Perigon Wealth Management
California
$896K +$5.63K +64 +0.6%
AC
486
Abbrea Capital
California
$892K
ECM
487
Everence Capital Management
Indiana
$888K
FDCDDQ
488
Federation des caisses Desjardins du Quebec
Quebec, Canada
$885K -$33.8K -384 -3%
IAS
489
IMA Advisory Services
Colorado
$881K -$9.5K -108 -1%
SB
490
Simmons Bank
Arkansas
$880K -$43.8K -498 -4%
SIC
491
Salem Investment Counselors
North Carolina
$875K -$116K -1,316 -11%
NIMI
492
Natixis Investment Managers International
France
$875K
OQS
493
Occudo Quantitative Strategies
Florida
$872K +$932K +10,602 New
MFA
494
Mayflower Financial Advisors
Massachusetts
$855K -$5.54K -63 -0.6%
AP
495
Advisor Partners
California
$849K -$1.85K -21 -0.2%
PTC
496
Philadelphia Trust Company
Pennsylvania
$840K +$33.9K +385 +4%
FL
497
Fort LP
Maryland
$830K +$276K +3,142 +45%
VVP
498
Venture Visionary Partners
Ohio
$830K +$405K +4,609 +84%
BAS
499
Brown Advisory Securities
Maryland
$828K +$218K +2,481 +33%
CIC
500
Canal Insurance Company
South Carolina
$823K

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.