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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
Wolverine Trading
801
Wolverine Trading
Illinois
$256K -$336K -3,826 -55%
SIA
802
Soltis Investment Advisors
Utah
$256K +$1.14K +13 +0.4%
LWANC
803
Laurel Wealth Advisors (North Carolina)
North Carolina
$255K -$41.3K -470 -13%
GJIC
804
Gamble Jones Investment Counsel
California
$255K -$12.3K -140 -4%
IAA
805
Independent Advisor Alliance
North Carolina
$255K +$272K +3,093 New
OWP
806
Obermeyer Wealth Partners
Colorado
$254K -$65.9K -750 -20%
CAL
807
Capital Analysts LLC
Pennsylvania
$254K -$41.4K -471 -13%
9WM
808
9258 Wealth Management
Ohio
$254K +$176 +2 +0.1%
FFS
809
Founders Financial Securities
Maryland
$254K +$6.16K +70 +2%
LCM
810
LCM Capital Management
Illinois
$251K -$5.36K -61 -2%
BCM
811
Breiter Capital Management
Florida
$250K
SLT
812
St Louis Trust
Missouri
$247K -$57.9K -658 -18%
JMFC
813
J.M. Forbes & Co
Massachusetts
$247K -$2.64K -30 -1%
BL
814
Bleichroeder LP
New York
$247K
SFM
815
Systematic Financial Management
New Jersey
$247K
OSAM
816
O'Shaughnessy Asset Management
Connecticut
$247K +$112K +1,279 +74%
Parallax Volatility Advisers
817
Parallax Volatility Advisers
California
$247K +$264K +3,000 New
WPW
818
Waldron Private Wealth
Pennsylvania
$247K +$264K +3,005 New
RMCM
819
Reynders McVeigh Capital Management
Massachusetts
$246K -$7.65K -87 -3%
MWM
820
Meridian Wealth Management
Kentucky
$246K
CIC
821
Crawford Investment Counsel
Georgia
$246K +$5.89K +67 +2%
GWM
822
Geneos Wealth Management
Colorado
$245K -$176 -2 -0.1%
SW
823
SlateStone Wealth
Florida
$245K
FCH
824
Freestone Capital Holdings
Washington
$245K +$10.3K +117 +4%
FNB
825
Farmers National Bank
Kentucky
$245K +$319K +3,625 New

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.