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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
SNT
701
Security National Trust
West Virginia
$362K
WJWM
702
Williams Jones Wealth Management
New York
$362K
CAG
703
Csenge Advisory Group
Florida
$361K +$1.05K +12 +0.3%
NAM
704
NTV Asset Management
West Virginia
$360K -$9.41K -107 -2%
CCM
705
Covington Capital Management
California
$357K -$40.9K -465 -10%
FTDI
706
First Trust Direct Indexing
Massachusetts
$354K -$162K -1,847 -30%
SACTSONJ
707
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$354K
DMC
708
Drexel Morgan & Co
Pennsylvania
$353K
MYIA
709
Mount Yale Investment Advisors
Colorado
$350K -$176 -2 -0%
UBV
710
United Bank (Virginia)
Virginia
$350K +$10.7K +122 +3%
Cerity Partners
711
Cerity Partners
New York
$349K +$32.1K +365 +9%
CWM
712
Concentric Wealth Management
California
$348K -$4.4K -50 -1%
LI
713
Lafayette Investments
Maryland
$348K +$139K +1,577 +60%
MAFM
714
Mid Atlantic Financial Management
Pennsylvania
$347K -$18.5K -210 -5%
SWM
715
Shakespeare Wealth Management
Wisconsin
$344K +$2.55K +29 +0.7%
CFA
716
Carroll Financial Associates
North Carolina
$343K -$46.2K -525 -11%
BFO
717
Boston Family Office
Massachusetts
$340K
AP
718
Atwood & Palmer
Missouri
$339K
BWAM
719
Boyd Watterson Asset Management
Ohio
$339K +$108K +1,229 +42%
DWA
720
Douglass Winthrop Advisors
New York
$338K -$16.6K -189 -4%
BCM
721
Bayesian Capital Management
New York
$337K +$361K +4,100 New
HI
722
Harbour Investments
Wisconsin
$336K -$2.11K -24 -0.6%
TCPWM
723
Traverso Chambers Private Wealth Management
California
$336K
CFG
724
Cooper Financial Group
California
$335K +$26.7K +304 +8%
CPA
725
Court Place Advisors
Maryland
$332K -$17.4K -198 -5%

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.