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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
PFGIA
776
Patriot Financial Group Insurance Agency
Massachusetts
$274K -$16K -182 -5%
ACM
777
Argent Capital Management
Missouri
$274K
AIM
778
Avity Investment Management
Connecticut
$274K +$67.6K +769 +30%
HIA
779
Harbor Investment Advisory
Maryland
$272K -$8.62K -98 -3%
HCM
780
Howland Capital Management
Massachusetts
$272K -$3.25K -37 -1%
DWM
781
Defined Wealth Management
Oregon
$272K
RIL
782
Rothschild Investment LLC
Illinois
$272K
ATC
783
Adirondack Trust Company
New York
$271K -$48.4K -550 -14%
LWCFA
784
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$271K -$10.7K -122 -4%
MIC
785
Meridian Investment Counsel
California
$271K
IFAM
786
Institutional & Family Asset Management
Colorado
$268K
EP
787
Eudaimonia Partners
Tennessee
$268K +$62.8K +714 +28%
BEAM
788
Baker Ellis Asset Management
Washington
$265K +$8.79K +100 +3%
DJSG
789
D.J. St. Germain
Massachusetts
$264K -$77.3K -879 -22%
HW
790
Hancock Whitney
Mississippi
$264K -$791 -9 -0.3%
NFG
791
Next Financial Group
Texas
$263K +$22.9K +261 +9%
CGL
792
Clarius Group LLC
Washington
$262K +$12.4K +141 +5%
AA
793
Ancora Advisors
Ohio
$260K -$12.5K -142 -4%
SWMP
794
Signature Wealth Management Partners
New Jersey
$260K
BJL
795
Brighton Jones LLC
Washington
$260K +$22.2K +252 +9%
1832 Asset Management
796
1832 Asset Management
Ontario, Canada
$260K +$273K +3,103 New
GIM
797
Goelzer Investment Management
Indiana
$259K -$40.4K -460 -13%
MMPW
798
Mitchell McLeod Pugh & Williams
Alabama
$259K
WA
799
WBH Advisory
Maryland
$259K
BCM
800
Brookstone Capital Management
Illinois
$258K +$48.5K +551 +21%

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.