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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 %
ANRIA
701
American National Registered Investment Advisor
Texas
$365K -$3.76K -46 -1%
FAG
702
Financial Advisory Group
Texas
$365K – – –
FAIM
703
Financial Advocates Investment Management
Washington
$365K +$172K +3,773 +90%
SIM
704
Sentry Investment Management
Wisconsin
$364K – – –
MAFM
705
Mid Atlantic Financial Management
Pennsylvania
$363K +$5.32K +65 +1%
SNT
706
Security National Trust
West Virginia
$362K -$18.4K -226 -5%
SDIC
707
South Dakota Investment Council
South Dakota
$359K -$204K -2,500 -36%
WJWM
708
Williams Jones Wealth Management
New York
$359K -$20.8K -255 -5%
CAG
709
Csenge Advisory Group
Florida
$359K -$6K -73 -2%
SACTSONJ
710
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$352K – – –
DMC
711
Drexel Morgan & Co
Pennsylvania
$351K – – –
NNP
712
Nachman Norwood & Parrott
South Carolina
$351K +$82 +1 +0%
DWA
713
Douglass Winthrop Advisors
New York
$351K +$38.1K +466 +12%
CWM
714
Concentric Wealth Management
California
$350K -$8.19K -100 -2%
MYIA
715
Mount Yale Investment Advisors
Colorado
$348K +$6.95K +85 +2%
CPA
716
Court Place Advisors
Maryland
$346K -$4.58K -56 -1%
KPW
717
Kore Private Wealth
New York
$346K +$88.9K +1,087 +35%
EAM
718
Eagle Asset Management
Florida
$344K +$11.2K +137 +3%
DHFB
719
Dixon Hubard Feinour & Brown
Virginia
$342K -$564K -6,889 -62%
SVWAG
720
Sound View Wealth Advisors Group
Georgia
$342K -$43.4K -530 -11%
HF
721
HRT Financial
New York
$339K +$339K +4,151 New
BFO
722
Boston Family Office
Massachusetts
$338K -$12.3K -150 -4%
UBV
723
United Bank (Virginia)
Virginia
$338K -$9.9K -121 -3%
AP
724
Atwood & Palmer
Missouri
$337K -$31.6K -387 -9%
HI
725
Harbour Investments
Wisconsin
$335K -$10.2K -125 -3%
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