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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 %
IWC
826
Integrated Wealth Concepts
Massachusetts
$236K +$236K +2,892 New
APP
827
Avantax Planning Partners
Iowa
$234K -$10.2K -125 -4%
FCH
828
Freestone Capital Holdings
Washington
$234K +$234K +2,864 New
FFN
829
Focus Financial Network
Minnesota
$233K +$233K +2,851 New
LB
830
Legacy Bridge
Iowa
$233K -$3.68K -45 -2%
TNA
831
True North Advisors
Texas
$232K +$232K +2,839 New
CWM
832
Calamos Wealth Management
Illinois
$231K +$231K +2,831 New
ESB
833
Essex Savings Bank
Connecticut
$229K -$17.2K -219 -7%
DTC
834
Davidson Trust Company
Washington
$229K +$229K +2,801 New
PG
835
Proffitt & Goodson
Tennessee
$228K -$2.86K -35 -1%
RWG
836
Regal Wealth Group
California
$226K +$409 +5 +0.2%
ADL
837
Asset Dedication LLC
California
$226K +$41.6K +510 +23%
KOMWMG
838
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$226K +$226K +2,765 New
KA
839
Kovack Advisors
Florida
$225K +$225K +2,750 New
AWM
840
Aevitas Wealth Management
Massachusetts
$225K +$225K +2,752 New
S
841
SignatureFD
Georgia
$224K +$736 +9 +0.3%
AIM
842
Anchor Investment Management
South Carolina
$224K -$8.18K -100 -4%
ST
843
Spinnaker Trust
Maine
$223K +$223K +2,724 New
CL
844
Choreo LLC
Illinois
$223K +$223K +2,727 New
PGCM
845
Prescott Group Capital Management
Oklahoma
$221K +$221K +2,700 New
CC
846
Cipher Capital
New York
$221K +$221K +2,702 New
FFWA
847
FRG Family Wealth Advisors
Washington
$219K -$45.4K -555 -17%
BCM
848
Brookstone Capital Management
Illinois
$219K +$219K +2,622 New
LI
849
Lafayette Investments
Maryland
$217K +$217K +2,649 New
LBC
850
Lowe Brockenbrough & Co
Virginia
$217K +$217K +2,656 New
32 33
34
35 36