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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
AIM
51
Alphinity Investment Management
Australia
$131M +$3.07M +34,949 +2%
Deutsche Bank
52
Deutsche Bank
Germany
$128M -$146M -1,663,258 -52%
Arrowstreet Capital
53
Arrowstreet Capital
Massachusetts
$127M +$54.4M +619,205 +67%
Wells Fargo
54
Wells Fargo
California
$126M -$17.3M -196,310 -11%
OAC
55
OMERS Administration Corp
Ontario, Canada
$125M +$133M +1,514,148 New
D.E. Shaw & Co
56
D.E. Shaw & Co
New York
$116M -$26.9M -305,669 -18%
Jennison Associates
57
Jennison Associates
New York
$113M +$19.6M +222,446 +19%
LFG
58
Lazard Frères Gestion
France
$110M +$3.84M +43,699 +3%
PPA
59
Parametric Portfolio Associates
Washington
$103M +$5.57M +63,401 +5%
Fisher Asset Management
60
Fisher Asset Management
Washington
$99.1M -$6.65M -75,638 -6%
PI
61
Putnam Investments
Massachusetts
$98.2M +$1.91M +21,667 +2%
Aviva
62
Aviva
United Kingdom
$91.7M -$2.22M -25,293 -2%
PAMS
63
Pictet Asset Management (Switzerland)
Switzerland
$90.1M +$96.2M +1,094,466 New
Assenagon Asset Management
64
Assenagon Asset Management
Luxembourg
$86.5M +$83.6M +951,276 +957%
Prudential Financial
65
Prudential Financial
New Jersey
$85.6M +$33.6M +382,050 +61%
Brown Advisory
66
Brown Advisory
Maryland
$85.5M -$80K -910 -0.1%
Federated Hermes
67
Federated Hermes
Pennsylvania
$79.9M -$3.02M -34,332 -3%
California Public Employees Retirement System
68
California Public Employees Retirement System
California
$79.1M +$76.2K +867 +0.1%
GAM
69
Guinness Asset Management
United Kingdom
$71.4M +$7.21K +82 +0%
Adage Capital Partners
70
Adage Capital Partners
Massachusetts
$68.3M +$20.3M +230,999 +39%
Fayez Sarofim & Co
71
Fayez Sarofim & Co
Texas
$68.2M +$719K +8,179 +1%
Neuberger Berman Group
72
Neuberger Berman Group
New York
$66M -$634K -7,212 -0.9%
NAM
73
Nissay Asset Management
Japan
$64.6M -$565K -6,430 -0.8%
Franklin Resources
74
Franklin Resources
California
$64.4M +$10.5M +119,501 +18%
Russell Investments Group
75
Russell Investments Group
United Kingdom
$62.2M -$3.44M -39,115 -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.