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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
SNBOSD
551
Security National Bank of So Dak
Iowa
$632K +$117K +1,332 +21%
VBCG
552
Valley Brook Capital Group
Pennsylvania
$625K
SCA
553
Snowden Capital Advisors
New York
$620K +$18.2K +207 +3%
AAS
554
Avantax Advisory Services
Texas
$619K +$86.3K +982 +15%
SFFS
555
Stonehage Fleming Financial Services
Jersey
$618K
SM
556
Southport Management
Wyoming
$617K -$659K -7,500 -50%
CWP
557
Curated Wealth Partners
California
$616K
TTWM
558
TCV Trust & Wealth Management
Virginia
$615K +$43.5K +495 +7%
CT
559
Caldwell Trust
Florida
$614K -$62K -705 -9%
IA
560
IndexIQ Advisors
New York
$613K +$31K +353 +5%
SFSG
561
Sound Financial Strategies Group
Mississippi
$609K -$7.91K -90 -1%
PFM
562
Parsec Financial Management
North Carolina
$609K +$7.83K +89 +1%
PA
563
Parallel Advisors
California
$606K +$21.5K +245 +3%
SPC
564
Sigma Planning Corp
Michigan
$603K -$41.2K -469 -6%
FA
565
FDx Advisors
Illinois
$592K -$102K -1,155 -14%
AAM
566
AR Asset Management
California
$592K
PDN
567
Pensionfund DSM Netherlands
Netherlands
$592K +$633K +7,200 New
CIA
568
Choate Investment Advisors
Massachusetts
$589K -$75K -853 -11%
TW
569
Transform Wealth
Colorado
$586K +$82.7K +941 +15%
RWA
570
River Wealth Advisors
Pennsylvania
$584K -$3.08K -35 -0.5%
IGGA
571
Iron Gate Global Advisors
Utah
$580K -$10.2K -116 -2%
HL
572
HeadInvest LLC
Maine
$579K -$54.6K -621 -8%
AAM
573
Ascension Asset Management
New York
$579K
Cetera Investment Advisers
574
Cetera Investment Advisers
Illinois
$577K -$108K -1,233 -15%
WC
575
Westhampton Capital
North Carolina
$577K -$7.65K -87 -1%

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.