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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 %
BSA
651
Bull Street Advisors
Georgia
$425K -$7.69K -94 -2%
FM
652
Foster & Motley
Ohio
$423K -$4.25K -52 -1%
WSTAM
653
Wilbanks Smith & Thomas Asset Management
Virginia
$422K +$818 +10 +0.2%
BFM
654
Boston Financial Management
Massachusetts
$419K -$6.94K -85 -2%
BHIC
655
Bassett Hargrove Investment Counsel
Delaware
$417K +$417K +5,095 New
UB
656
UMB Bank
Missouri
$413K -$10.2K -125 -2%
LNWWM
657
Laird Norton Wetherby Wealth Management
California
$413K +$9.64K +118 +2%
KTC
658
Kistler-Tiffany Companies
Pennsylvania
$410K -$8.68K -106 -2%
MPPW
659
Mitchell & Pahl Private Wealth
Oklahoma
$410K -$1.06K -13 -0.3%
GFA
660
Gifford Fong Associates
California
$409K – – –
CCT
661
Chemung Canal Trust
New York
$408K -$4.9K -60 -1%
WS
662
Wedbush Securities
California
$406K +$82.5K +1,010 +25%
NAM
663
NorthCoast Asset Management
Connecticut
$404K +$4.09K +50 +1%
SWM
664
SeaCrest Wealth Management
New York
$404K +$20.7K +253 +5%
PIM
665
Penobscot Investment Management
Massachusetts
$400K -$20K -245 -5%
GFS
666
GYL Financial Synergies
Connecticut
$399K -$5.55K -68 -1%
PFSC
667
Peoples Financial Services Corp
Pennsylvania
$396K -$735 -9 -0.2%
MP
668
McDonald Partners
Ohio
$395K -$6.86K -84 -2%
CCM
669
Covington Capital Management
California
$392K -$11K -135 -3%
JAFL
670
Jay A. Fishman Ltd
Michigan
$391K -$350K -4,282 -47%
PCM
671
Pointe Capital Management
Michigan
$391K – – –
LNC
672
Lincoln National Corp
Pennsylvania
$391K +$21.6K +264 +6%
FNT
673
First National Trust
Pennsylvania
$389K -$104K -1,275 -21%
1SB
674
1ST Source Bank
Indiana
$388K -$3.02K -37 -0.8%
MFW
675
Meristem Family Wealth
Minnesota
$388K +$388K +4,747 New
25 26
27
28 29