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Otis Worldwide
OTIS

Overview Fund Activity

1,131 hedge funds and large institutions have $29B invested in Otis Worldwide in 2021 Q2 according to their latest regulatory filings, with 115 funds opening new positions, 332 increasing their positions, 478 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,131
Holders Change
+8
Holders Change %
+0.71%
% of All Funds
19.75%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.26%
New
115
Increased
332
Reduced
478
Closed
95
Calls
$83M
Puts
$65.7M
Net Calls
+$17.3M
Net Calls Change
-$328K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$298M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$196M
3
Goldman Sachs
Goldman Sachs
New York
+$180M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$118M
5
EC
Eminence Capital
New York
+$96.7M

Top Sellers

1
State Street
State Street
Massachusetts
-$860M
2
Viking Global Investors
Viking Global Investors
Connecticut
-$468M
3
CS
Credit Suisse
Switzerland
-$448M
4
HSBC Holdings
HSBC Holdings
United Kingdom
-$121M
5
OAC
OMERS Administration Corp
Ontario, Canada
-$92.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
FC
601
Forte Capital
New York
$508K – – –
TSW
602
Thompson Siegel & Walmsley
Virginia
$508K +$479K +5,850 +1,634%
MIC
603
Means Investment Company
Maine
$506K -$4.42K -54 -0.9%
TW
604
Transform Wealth
Colorado
$506K +$49.7K +607 +11%
IAS
605
Investment Advisory Services
Texas
$505K +$505K +6,339 New
LS
606
Livforsakringsbolaget Skandia
Sweden
$503K – – –
FTDI
607
First Trust Direct Indexing
Massachusetts
$502K +$260K +3,180 +107%
KPWS
608
Kestra Private Wealth Services
Texas
$501K +$26.1K +319 +5%
DCM
609
Donaldson Capital Management
Indiana
$500K -$13.8K -169 -3%
SBH
610
Segall Bryant & Hamill
Illinois
$498K -$220K -2,724 -31%
GC
611
Grimes & Company
Massachusetts
$498K -$7.44K -91 -1%
SJL
612
Shayne & Jacobs LLC
Tennessee
$493K -$3.93K -48 -0.8%
MM
613
Meridian Management
Arkansas
$491K -$4.42K -54 -0.9%
YWP
614
YorkBridge Wealth Partners
New York
$491K +$27.7K +338 +6%
HAG
615
HighPoint Advisor Group
Illinois
$491K +$85.7K +1,047 +21%
MSA
616
Marino Stram & Associates
Massachusetts
$491K +$491K +6,001 New
FG
617
Fiduciary Group
Georgia
$490K – – –
FHA
618
Flagship Harbor Advisors
Massachusetts
$487K +$34.8K +425 +8%
ACM
619
Ativo Capital Management
Illinois
$480K -$22.9K -280 -5%
MA
620
Mutual Advisors
Nebraska
$478K -$86.3K -1,055 -15%
EM
621
Excalibur Management
Massachusetts
$476K -$1.39K -17 -0.3%
BHWM
622
Bar Harbor Wealth Management
New Hampshire
$472K -$7.52K -92 -2%
GPA
623
Garrison Point Advisors
California
$471K +$7.93K +97 +2%
PA
624
Profund Advisors
Maryland
$471K +$14K +171 +3%
KWM
625
Kingsview Wealth Management
Oregon
$471K +$59.6K +726 +14%
23 24
25
26 27