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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 %
VIA
501
Vident Investment Advisory
Georgia
$796K +$796K +9,738 New
WT
502
Washington Trust
Rhode Island
$793K +$98.5K +1,204 +14%
AC
503
Allstate Corporation
Illinois
$792K – – –
SCM
504
Shelton Capital Management
Colorado
$792K – – –
SG Americas Securities
505
SG Americas Securities
New York
$785K -$2.56M -31,292 -77%
ATC
506
Argent Trust Co
Tennessee
$780K -$40.6K -496 -5%
AUB
507
Atlantic Union Bankshares
Virginia
$776K -$56.3K -688 -7%
B
508
BP
United Kingdom
$775K -$396K -4,852 -34%
CTC
509
Central Trust Company
Missouri
$775K -$143K -1,751 -16%
CAG
510
Crestwood Advisors Group
Massachusetts
$774K -$96.9K -1,184 -11%
OIA
511
OneDigital Investment Advisors
Kansas
$760K +$28.9K +353 +4%
BIM
512
Bridges Investment Management
Nebraska
$753K -$2.04K -25 -0.3%
PAM
513
Panagora Asset Management
Massachusetts
$750K -$73.5K -899 -9%
APP
514
Alpha Paradigm Partners
Illinois
$748K +$544K +6,658 +267%
TPWA
515
TRUE Private Wealth Advisors
Oregon
$746K -$25.4K -311 -3%
FMB
516
Field & Main Bank
Kentucky
$746K +$18.4K +225 +3%
GL
517
Graypoint LLC
New York
$743K +$5.73K +70 +0.8%
PCTC
518
Perkins Coie Trust Company
Washington
$741K +$23.5K +288 +3%
AF
519
Advisornet Financial
Minnesota
$727K +$21.2K +259 +3%
FNFDCM
520
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$725K -$42K -513 -5%
CG
521
Colony Group
Massachusetts
$723K -$31.6K -386 -4%
VPIM
522
Vanguard Personalized Indexing Management
California
$712K +$407K +4,975 +133%
TI
523
Tidal Investments
Wisconsin
$710K +$444K +5,438 +167%
BB
524
Busey Bank
Illinois
$705K -$25.1K -307 -3%
DBIA
525
Dumont & Blake Investment Advisors
New Jersey
$702K +$435K +5,325 +163%
19 20
21
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