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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
KTA
526
Keeley-Teton Advisors
Illinois
$724K +$774K +8,804 New
GL
527
Graypoint LLC
New York
$720K -$29K -330 -4%
ASN
528
Advisory Services Network
Georgia
$717K +$32K +364 +4%
FNFDCM
529
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$714K -$15.8K -180 -2%
DBIA
530
Dumont & Blake Investment Advisors
New Jersey
$711K +$5.28K +60 +0.7%
FMB
531
Field & Main Bank
Kentucky
$705K -$48.5K -552 -6%
WB
532
Webster Bank
Connecticut
$702K -$190K -2,160 -20%
BRWA
533
B. Riley Wealth Advisors
Florida
$701K +$6.24K +71 +0.8%
HAG
534
HighPoint Advisor Group
Illinois
$694K +$215K +2,441 +41%
Squarepoint
535
Squarepoint
New York
$685K -$6.12M -69,544 -89%
MA
536
Montag & Associates
Georgia
$683K
B
537
Bellecapital
Switzerland
$678K
PCM
538
Prelude Capital Management
New York
$677K +$724K +8,233 New
VIA
539
Vident Investment Advisory
Georgia
$669K -$141K -1,607 -17%
EM
540
ELCO Management
New York
$663K +$63.7K +724 +10%
VAS
541
Vestmark Advisory Solutions
Massachusetts
$661K -$29K -330 -4%
MFG
542
Merit Financial Group
Georgia
$661K
BIM
543
Baldwin Investment Management
Pennsylvania
$661K +$58.8K +669 +9%
JWCA
544
J.W. Cole Advisors
Florida
$658K +$242K +2,753 +53%
TBA
545
Tower Bridge Advisors
Pennsylvania
$656K +$22.7K +258 +3%
HFBOT
546
Home Federal Bank of Tennessee
Tennessee
$645K
CFMC
547
Curbstone Financial Management Corp
New Hampshire
$644K -$19.7K -224 -3%
VF
548
Virtu Financial
New York
$640K +$684K +7,779 New
SWP
549
Stratos Wealth Partners
Ohio
$639K +$23.8K +271 +4%
Bessemer Group
550
Bessemer Group
New Jersey
$639K +$94.2K +1,071 +16%

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.