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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
BFS
726
Bard Financial Services
Connecticut
$332K
FCI
727
Financial Counselors Inc
Kansas
$332K +$86.3K +981 +32%
BA
728
Bennicas & Associates
California
$330K
VCM
729
Virtue Capital Management
Tennessee
$330K +$54.5K +620 +18%
HWA
730
Heritage Way Advisors
Illinois
$329K
AWM
731
Aberdeen Wealth Management
Illinois
$327K -$4.4K -50 -1%
ESCM
732
Echo Street Capital Management
New York
$326K +$348K +3,958 New
EAM
733
Eagle Asset Management
Florida
$324K -$23.1K -263 -6%
SLF
734
Sun Life Financial
Ontario, Canada
$323K +$81.2K +923 +31%
SVWAG
735
Sound View Wealth Advisors Group
Georgia
$322K -$22.9K -260 -6%
NB
736
Northwest Bancshares
Pennsylvania
$322K -$2.37K -27 -0.7%
NIM
737
Northeast Investment Management
Massachusetts
$321K +$4.22K +48 +1%
SIM
738
Sentry Investment Management
Wisconsin
$320K -$49.9K -568 -13%
RWA
739
Ropes Wealth Advisors
Massachusetts
$318K
FMLI
740
Fukoku Mutual Life Insurance
Japan
$318K +$84.4K +960 +33%
GW
741
GW & Wade
Massachusetts
$317K +$27K +307 +9%
BTWM
742
Baker Tilly Wealth Management
Wisconsin
$316K +$64.5K +734 +24%
MGIA
743
Moneta Group Investment Advisors
Missouri
$314K -$3.17K -36 -0.9%
S
744
Surevest
California
$314K +$10K +114 +3%
CI
745
Conning Inc
Connecticut
$312K -$62.1K -706 -16%
FWM
746
Frontier Wealth Management
Missouri
$312K -$440 -5 -0.1%
S
747
SignatureFD
Georgia
$312K +$92.2K +1,049 +38%
KTC
748
Kistler-Tiffany Companies
Pennsylvania
$311K -$108K -1,233 -25%
FFN
749
Focus Financial Network
Minnesota
$311K +$81.2K +923 +32%
OAM
750
Oppenheimer Asset Management
New York
$304K -$1.5K -17 -0.5%

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.