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Otis Worldwide
OTIS

Overview Fund Activity

1,135 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, 374 increasing their positions, 448 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,135
Holders Change
+4
Holders Change %
+0.35%
% of All Funds
19.93%
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
374
Reduced
448
Closed
75
Calls
$163M
Puts
$78.5M
Net Calls
+$84M
Net Calls Change
+$66.8M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.21B
2
OAC
OMERS Administration Corp
Ontario, Canada
$125M
3
BlackRock
BlackRock
New York
$3.02B
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$86.5M
5
Vanguard Group
Vanguard Group
Pennsylvania
$3.16B

Top Sellers

1
Deutsche Bank
Deutsche Bank
Germany
$128M
2
Norges Bank
Norges Bank
Norway
$328M
3
VAM
Vontobel Asset Management
New York
$247M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$230M
5
EC
Eminence Capital
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
OC
476
Oppenheimer & Co
New York
$936K +$47.2K +574 +5%
BG
477
Bollard Group
Massachusetts
$934K +$329 +4 +0%
ONB
478
Old National Bancorp
Indiana
$930K -$24.4K -296 -3%
BPA
479
Beacon Pointe Advisors
California
$911K +$300K +3,648 +49%
OPPTF
480
OPSEU Pension Plan Trust Fund
Ontario, Canada
$907K -$34.1K -418 -4%
GT
481
Glenview Trust
Kentucky
$905K -$32.2K -391 -3%
CC
482
Courier Capital
New York
$901K -$90.4K -1,099 -9%
PWM
483
Perigon Wealth Management
California
$896K +$5.27K +64 +0.6%
AC
484
Abbrea Capital
California
$892K – – –
ECM
485
Everence Capital Management
Indiana
$888K – – –
FDCDDQ
486
Federation des caisses Desjardins du Quebec
Quebec, Canada
$885K -$31.6K -384 -3%
IAS
487
IMA Advisory Services
Colorado
$881K -$8.88K -108 -1%
SB
488
Simmons Bank
Arkansas
$880K -$41K -498 -4%
SIC
489
Salem Investment Counselors
North Carolina
$875K -$108K -1,316 -11%
NIMI
490
Natixis Investment Managers International
France
$875K – – –
OQS
491
Occudo Quantitative Strategies
Florida
$872K +$872K +10,602 New
MFA
492
Mayflower Financial Advisors
Massachusetts
$855K -$5.32K -63 -0.6%
AP
493
Advisor Partners
California
$849K -$1.73K -21 -0.2%
PTC
494
Philadelphia Trust Company
Pennsylvania
$840K +$31.7K +385 +4%
FL
495
Fort LP
Maryland
$830K +$258K +3,142 +45%
VVP
496
Venture Visionary Partners
Ohio
$830K +$379K +4,609 +84%
BAS
497
Brown Advisory Securities
Maryland
$828K +$203K +2,481 +33%
CIC
498
Canal Insurance Company
South Carolina
$823K – – –
VPIM
499
Vanguard Personalized Indexing Management
California
$823K +$107K +1,302 +15%
AWM
500
AE Wealth Management
Kansas
$814K -$8.88K -108 -1%
18 19
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