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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
EHC
576
Everett Harris & Co
California
$577K -$4.31K -49 -0.7%
Bank Julius Baer & Co
577
Bank Julius Baer & Co
Switzerland
$577K -$1.94K -22 -0.3%
AMIM
578
Aull & Monroe Investment Management
Alabama
$572K
CC
579
Chicago Capital
Illinois
$571K +$5.54K +63 +0.9%
LRPA
580
L. Roy Papp & Associates
Arizona
$570K -$19.7K -224 -3%
ACM
581
Allred Capital Management
Texas
$568K -$616 -7 -0.1%
BFA
582
Bragg Financial Advisors
North Carolina
$566K -$333K -3,789 -36%
PP
583
Patten & Patten
Tennessee
$566K +$528 +6 +0.1%
WSFS
584
Wilmington Savings Fund Society
Delaware
$566K +$39.6K +450 +7%
WAM
585
Werlinich Asset Management
Connecticut
$562K +$52.8K +600 +10%
AIL
586
AGF Investments LLC
Ontario, Canada
$556K -$94.2K -1,071 -14%
CCP
587
Corient Capital Partners
California
$544K +$23.8K +271 +4%
CHC
588
City Holding Co
West Virginia
$537K -$45K -512 -7%
MYAM
589
Meiji Yasuda Asset Management
Japan
$529K +$18.5K +210 +3%
PA
590
Pinnacle Associates
New York
$528K -$62K -705 -10%
KWM
591
Kingsview Wealth Management
Oregon
$528K +$59K +671 +12%
SIG
592
Sky Investment Group
Connecticut
$524K -$5.89K -67 -1%
HIC
593
Holderness Investments Company
North Carolina
$522K -$12.3K -140 -2%
VCA
594
Verdence Capital Advisors
Maryland
$521K -$16.4K -187 -3%
FRM
595
Fox Run Management
Connecticut
$518K +$554K +6,298 New
FHB
596
First Hawaiian Bank
Hawaii
$517K -$5.89K -67 -1%
JAG
597
Journey Advisory Group
Kentucky
$514K -$36.6K -416 -6%
SC
598
SouthState Corp
Florida
$513K -$28.6K -325 -5%
RMC
599
Resources Management Corp
Connecticut
$512K -$34K -387 -6%
MC
600
Moors & Cabot
Massachusetts
$512K +$71.6K +814 +15%

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.