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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 %
DWM
776
Defined Wealth Management
Oregon
$271K – – –
AA
777
Ancora Advisors
Ohio
$270K -$12.8K -157 -5%
RIL
778
Rothschild Investment LLC
Illinois
$270K – – –
MC
779
Machina Capital
France
$270K +$270K +3,300 New
MIC
780
Meridian Investment Counsel
California
$269K – – –
IFAM
781
Institutional & Family Asset Management
Colorado
$266K – – –
GJIC
782
Gamble Jones Investment Counsel
California
$265K -$266K -3,250 -50%
HW
783
Hancock Whitney
Mississippi
$263K +$1.23K +15 +0.5%
B
784
Bailard
California
$261K – – –
Jane Street
785
Jane Street
New York
$260K -$21.3K -260 -8%
SWMP
786
Signature Wealth Management Partners
New Jersey
$259K – – –
MMPW
787
Mitchell McLeod Pugh & Williams
Alabama
$258K – – –
KFS
788
Kelly Financial Services
Massachusetts
$258K +$255K +20,814 +8,099%
BEAM
789
Baker Ellis Asset Management
Washington
$257K +$6.8K +83 +3%
LCM
790
LCM Capital Management
Illinois
$255K -$4.67K -57 -2%
BTWM
791
Baker Tilly Wealth Management
Wisconsin
$254K +$254K +3,109 New
SIA
792
Soltis Investment Advisors
Utah
$253K +$2.95K +36 +1%
NP
793
NorthRock Partners
Minnesota
$253K +$10.1K +123 +4%
MPWT
794
MassMutual Private Wealth & Trust
Connecticut
$253K +$51.9K +634 +26%
RMCM
795
Reynders McVeigh Capital Management
Massachusetts
$252K -$35.8K -437 -12%
9WM
796
9258 Wealth Management
Ohio
$252K -$17.2K -211 -6%
TA
797
Tiedemann Advisors
New York
$252K +$246 +3 +0.1%
FCI
798
Financial Counselors Inc
Kansas
$250K -$23.9K -292 -9%
DLA
799
Douglas Lane & Associates
New York
$249K -$5.55K -68 -2%
BCM
800
Breiter Capital Management
Florida
$249K +$249K +3,041 New
30 31
32
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