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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
FC
601
Forte Capital
New York
$511K
MIC
602
Means Investment Company
Maine
$509K
DAC
603
Dividend Assets Capital
South Carolina
$506K -$8.79K -100 -2%
MA
604
Mutual Advisors
Nebraska
$506K +$26.9K +306 +5%
JWBC
605
J.W. Burns & Co
New York
$504K -$122K -1,388 -18%
DT
606
Diversified Trust
Tennessee
$504K -$58.1K -661 -10%
PA
607
Profund Advisors
Maryland
$503K +$32.1K +365 +6%
SNBOSCI
608
Security National Bank of Sioux City Iowa
Iowa
$502K -$133K -1,511 -20%
GC
609
Grimes & Company
Massachusetts
$501K +$176 +2 +0%
IAS
610
Investment Advisory Services
Texas
$497K -$26.7K -304 -5%
QI
611
Qtron Investments
Massachusetts
$497K +$532K +6,046 New
Rafferty Asset Management
612
Rafferty Asset Management
New York
$496K -$211K -2,403 -29%
MFW
613
Meristem Family Wealth
Minnesota
$495K +$111K +1,265 +27%
VI
614
Vestcor Inc
New Brunswick, Canada
$494K -$79.5K -904 -13%
MM
615
Meridian Management
Arkansas
$494K
APA
616
American Portfolios Advisors
New York
$489K +$18.3K +208 +4%
YWP
617
YorkBridge Wealth Partners
New York
$488K -$5.63K -64 -1%
FHA
618
Flagship Harbor Advisors
Massachusetts
$487K
SBH
619
Segall Bryant & Hamill
Illinois
$485K -$17.4K -198 -3%
GPA
620
Garrison Point Advisors
California
$481K +$7.91K +90 +2%
EM
621
Excalibur Management
Massachusetts
$479K -$703 -8 -0.1%
American Century Companies
622
American Century Companies
Missouri
$479K +$110K +1,247 +27%
BHWM
623
Bar Harbor Wealth Management
New Hampshire
$470K -$6.51K -74 -1%
S
624
swisspartners
Liechtenstein
$466K
SJL
625
Shayne & Jacobs LLC
Tennessee
$465K -$32.4K -368 -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.