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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 %
AWA
501
Arkadios Wealth Advisors
Georgia
$810K -$261K -3,179 -24%
WAM
502
World Asset Management
Michigan
$810K -$67.2K -817 -8%
OIA
503
OneDigital Investment Advisors
Kansas
$799K +$35K +426 +5%
AC
504
Allstate Corporation
Illinois
$797K -$82 -1 -0%
SCM
505
Shelton Capital Management
Colorado
$792K -$4.94K -60 -0.6%
WT
506
Washington Trust
Rhode Island
$788K -$8.63K -105 -1%
FNBT
507
FineMark National Bank & Trust
Florida
$787K -$23.5K -286 -3%
CIBC World Market
508
CIBC World Market
Ontario, Canada
$784K +$148K +1,798 +23%
SI
509
Stephens Inc
Arkansas
$783K -$209K -2,538 -21%
ATC
510
Argent Trust Co
Tennessee
$780K -$4.11K -50 -0.5%
GAAM
511
Guinness Atkinson Asset Management
California
$778K -$64.2K -780 -8%
AUB
512
Atlantic Union Bankshares
Virginia
$768K -$12.4K -151 -2%
STAS
513
Strong Tower Advisory Services
Minnesota
$758K +$758K +9,329 New
NIM
514
NuWave Investment Management
New Jersey
$755K +$755K +9,177 New
BIM
515
Bridges Investment Management
Nebraska
$754K -$4.11K -50 -0.5%
PAM
516
Panagora Asset Management
Massachusetts
$753K -$1.81K -22 -0.2%
PCTC
517
Perkins Coie Trust Company
Washington
$751K +$5.59K +68 +0.8%
BB
518
Busey Bank
Illinois
$745K +$35.8K +435 +5%
CAG
519
Crestwood Advisors Group
Massachusetts
$742K -$36.5K -444 -5%
TPWA
520
TRUE Private Wealth Advisors
Oregon
$740K -$10.7K -130 -1%
WDA
521
Wendell David Associates
New Hampshire
$736K +$60.3K +732 +9%
JIC
522
Johnson Investment Counsel
Ohio
$731K +$30.2K +367 +4%
CTC
523
Central Trust Company
Missouri
$730K -$50.4K -613 -6%
KTA
524
Keeley-Teton Advisors
Illinois
$724K +$724K +8,804 New
GL
525
Graypoint LLC
New York
$720K -$27.1K -330 -4%
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