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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
VPIM
501
Vanguard Personalized Indexing Management
California
$823K +$114K +1,302 +15%
AWM
502
AE Wealth Management
Kansas
$814K -$9.5K -108 -1%
AWA
503
Arkadios Wealth Advisors
Georgia
$810K -$280K -3,179 -24%
WAM
504
World Asset Management
Michigan
$810K -$71.8K -817 -8%
OIA
505
OneDigital Investment Advisors
Kansas
$799K +$37.5K +426 +5%
AC
506
Allstate Corporation
Illinois
$797K -$88 -1 -0%
SCM
507
Shelton Capital Management
Colorado
$792K -$5.28K -60 -0.6%
WT
508
Washington Trust
Rhode Island
$788K -$9.23K -105 -1%
FNBT
509
FineMark National Bank & Trust
Florida
$787K -$25.1K -286 -3%
CIBC World Market
510
CIBC World Market
Ontario, Canada
$784K +$158K +1,798 +23%
SI
511
Stephens Inc
Arkansas
$783K -$223K -2,538 -21%
ATC
512
Argent Trust Co
Tennessee
$780K -$4.4K -50 -0.5%
GAAM
513
Guinness Atkinson Asset Management
California
$778K -$68.6K -780 -8%
AUB
514
Atlantic Union Bankshares
Virginia
$768K -$13.3K -151 -2%
STAS
515
Strong Tower Advisory Services
Minnesota
$758K +$820K +9,329 New
NIM
516
NuWave Investment Management
New Jersey
$755K +$807K +9,177 New
BIM
517
Bridges Investment Management
Nebraska
$754K -$4.4K -50 -0.5%
PAM
518
Panagora Asset Management
Massachusetts
$753K -$1.94K -22 -0.2%
PCTC
519
Perkins Coie Trust Company
Washington
$751K +$5.98K +68 +0.8%
BB
520
Busey Bank
Illinois
$745K +$38.3K +435 +5%
CAG
521
Crestwood Advisors Group
Massachusetts
$742K -$39K -444 -5%
TPWA
522
TRUE Private Wealth Advisors
Oregon
$740K -$11.4K -130 -1%
WDA
523
Wendell David Associates
New Hampshire
$736K +$64.4K +732 +9%
JIC
524
Johnson Investment Counsel
Ohio
$731K +$32.3K +367 +4%
CTC
525
Central Trust Company
Missouri
$730K -$53.9K -613 -6%

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.