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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
DHFB
826
Dixon Hubard Feinour & Brown
Virginia
$244K -$107K -1,216 -29%
FTC
827
Farmers Trust Company
Ohio
$244K -$879 -10 -0.3%
CPA
828
Capital Planning Advisors
California
$244K
RCA
829
Resonant Capital Advisors
Wisconsin
$243K +$4.66K +53 +2%
JAFL
830
Jay A. Fishman Ltd
Michigan
$241K -$163K -1,850 -39%
Verition Fund Management
831
Verition Fund Management
Connecticut
$241K -$2.43M -27,652 -90%
MPWT
832
MassMutual Private Wealth & Trust
Connecticut
$241K -$14.3K -163 -5%
MAM
833
Meeder Asset Management
Ohio
$241K +$53.8K +612 +26%
RSVP
834
Ramsay Stattman Vela & Price
Colorado
$240K -$9.85K -112 -4%
TA
835
Tiedemann Advisors
New York
$236K -$19K -216 -7%
IFWM
836
Institute for Wealth Management
Colorado
$236K -$2.64K -30 -1%
APP
837
Avantax Planning Partners
Iowa
$236K +$791 +9 +0.3%
Lido Advisors
838
Lido Advisors
California
$235K +$251K +2,859 New
LB
839
Legacy Bridge
Iowa
$234K -$879 -10 -0.4%
OPS
840
Orion Portfolio Solutions
Nebraska
$233K -$96.1K -1,093 -28%
CWM
841
Calamos Wealth Management
Illinois
$233K
TNA
842
True North Advisors
Texas
$233K
AS
843
Altshuler Shaham
Israel
$233K +$239K +2,722 +3,024%
WANY
844
Wealthspire Advisors (New York)
New York
$231K +$247K +2,805 New
DLA
845
Douglas Lane & Associates
New York
$230K -$22.4K -255 -8%
DMBA
846
Deseret Mutual Benefit Administrators
Utah
$230K +$202K +2,299 +459%
MPI
847
Mairs & Power Inc
Minnesota
$229K -$22K -250 -8%
PG
848
Proffitt & Goodson
Tennessee
$228K -$1.23K -14 -0.5%
ADL
849
Asset Dedication LLC
California
$228K +$88 +1 +0%
AWM
850
Aevitas Wealth Management
Massachusetts
$227K +$440 +5 +0.2%

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.