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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
EF
651
Empirical Finance
Pennsylvania
$414K +$26.6K +303 +6%
CW
652
CreativeOne Wealth
Kansas
$412K +$32.6K +371 +8%
CCFCSB
653
Cape Cod Five Cents Savings Bank
Massachusetts
$412K +$135K +1,536 +44%
GFA
654
Gifford Fong Associates
California
$411K
MPPW
655
Mitchell & Pahl Private Wealth
Oklahoma
$410K -$2.02K -23 -0.5%
CTA
656
Colonial Trust Advisors
South Carolina
$409K -$61.6K -700 -12%
SP
657
Symmetry Partners
Connecticut
$408K -$48.7K -554 -10%
PAS
658
Park Avenue Securities
New York
$408K +$31.4K +357 +8%
KPW
659
Kore Private Wealth
New York
$408K +$64.3K +731 +17%
PFO
660
Pathstone Family Office
New Jersey
$406K +$434K +4,936 New
BOTW
661
Bank of the West
California
$405K -$33.5K -381 -7%
NAM
662
NorthCoast Asset Management
Connecticut
$405K -$2.29K -26 -0.5%
TC
663
Toews Corporation
New Jersey
$403K +$431K +4,900 New
LS
664
Livforsakringsbolaget Skandia
Sweden
$400K -$114K -1,300 -21%
SWM
665
SeaCrest Wealth Management
New York
$399K -$7.74K -88 -2%
PFSC
666
Peoples Financial Services Corp
Pennsylvania
$399K
GT
667
Greenleaf Trust
Michigan
$398K +$23.4K +266 +6%
PCG
668
Private Capital Group
Connecticut
$396K +$7.91K +90 +2%
CG
669
Colony Group
Massachusetts
$395K -$355K -4,038 -46%
OTPPB
670
Ontario Teachers' Pension Plan Board
Ontario, Canada
$395K +$422K +4,801 New
PIM
671
Penobscot Investment Management
Massachusetts
$393K -$9.5K -108 -2%
LNC
672
Lincoln National Corp
Pennsylvania
$393K
PCM
673
Pointe Capital Management
Michigan
$393K
CCB
674
Cutter & Co Brokerage
Missouri
$392K +$5.19K +59 +1%
APP
675
Alpha Paradigm Partners
Illinois
$391K -$387K -4,403 -48%

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.