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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
BST
626
Bath Savings Trust
Maine
$463K +$29.6K +337 +6%
FLPIM
627
F.L. Putnam Investment Management
Massachusetts
$461K -$2.2K -25 -0.4%
CCT
628
Capital City Trust
Florida
$459K -$10.1K -115 -2%
FB
629
Fulton Bank
Pennsylvania
$459K +$7.12K +81 +1%
P
630
Pitcairn
Pennsylvania
$454K -$3.96K -45 -0.8%
KPWS
631
Kestra Private Wealth Services
Texas
$451K -$56.7K -645 -11%
KIA
632
KCM Investment Advisors
California
$451K -$5.63K -64 -1%
IWC
633
Integrated Wealth Concepts
Massachusetts
$451K +$227K +2,587 +89%
JSC
634
Jackson Square Capital
California
$449K -$12.8K -145 -3%
DCM
635
Donaldson Capital Management
Indiana
$448K -$59.5K -677 -11%
BTW
636
Boston Trust Walden
Massachusetts
$447K
EWM
637
Empirical Wealth Management
Washington
$436K +$466K +5,296 New
FG
638
Fiduciary Group
Georgia
$430K -$3.34K -38 -0.7%
BSA
639
Bull Street Advisors
Georgia
$428K
GFS
640
GYL Financial Synergies
Connecticut
$427K +$27.3K +310 +6%
FMWA
641
Forvis Mazars Wealth Advisors
Missouri
$427K +$456K +5,187 New
FCCM
642
First City Capital Management
Georgia
$426K
FM
643
Foster & Motley
Ohio
$426K
WS
644
Wedbush Securities
California
$426K +$18.4K +209 +4%
WSTAM
645
Wilbanks Smith & Thomas Asset Management
Virginia
$425K
EFSCE
646
Enterprise Financial Services Corp (EFSC)
Missouri
$425K +$47.8K +544 +12%
BHIC
647
Bassett Hargrove Investment Counsel
Delaware
$417K
LNWWM
648
Laird Norton Wetherby Wealth Management
California
$415K -$791 -9 -0.2%
BFM
649
Boston Financial Management
Massachusetts
$414K -$8.79K -100 -2%
MP
650
McDonald Partners
Ohio
$414K +$17.1K +194 +4%

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.