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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
1SB
676
1ST Source Bank
Indiana
$391K
CFO
677
Collective Family Office
Pennsylvania
$388K -$66.6K -757 -14%
WPW
678
Warther Private Wealth
Ohio
$387K -$264 -3 -0.1%
UB
679
UMB Bank
Missouri
$386K -$31.3K -356 -7%
SFG
680
Sovereign Financial Group
Connecticut
$384K -$5.01K -57 -1%
BU
681
BBVA USA
Alabama
$382K -$75.4K -857 -16%
ACM
682
Azimuth Capital Management
Michigan
$382K
CCM
683
Compton Capital Management
Rhode Island
$382K
MPW
684
Monterey Private Wealth
California
$382K
ST
685
Sageworth Trust
Pennsylvania
$381K
CCT
686
Chemung Canal Trust
New York
$380K -$33.7K -383 -8%
TIA
687
Tiemann Investment Advisors
California
$379K +$2.9K +33 +0.7%
CA
688
Clearstead Advisors
Ohio
$378K +$48.3K +549 +14%
FNT
689
First National Trust
Pennsylvania
$376K -$16.4K -186 -4%
BMO
690
Beck Mack & Oliver
New York
$374K -$967 -11 -0.2%
HCM
691
Hutchinson Capital Management
California
$373K
TH
692
TCTC Holdings
Texas
$372K -$2.12M -24,103 -84%
OL
693
Optas LLC
Texas
$372K +$176 +2 +0%
FAG
694
Financial Advisory Group
Texas
$368K
MPIA
695
Mountain Pacific Investment Advisers
Idaho
$368K
ANRIA
696
American National Registered Investment Advisor
Texas
$365K -$2.29K -26 -0.6%
PMFA
697
Plante Moran Financial Advisors
Michigan
$363K +$367K +4,168 +1,715%
SFI
698
Siemens Fonds Invest
Germany
$363K +$388K +4,416 New
TAM
699
Tucker Asset Management
Colorado
$362K -$8.97K -102 -2%
VFA
700
Valeo Financial Advisors
Indiana
$362K -$6.77K -77 -2%

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.