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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 %
ABC
851
Associated Banc-Corp
Wisconsin
$217K +$217K +2,661 New
GTCM
852
Gyon Technologies Capital Management
New Jersey
$216K -$666K -8,155 -76%
LFAS
853
Level Four Advisory Services
Texas
$216K -$102K -1,250 -32%
CNBTD
854
Citizens National Bank Trust Department
Mississippi
$215K +$215K +2,625 New
CCA
855
Cobblestone Capital Advisors
New York
$214K +$214K +2,614 New
GWM
856
GSB Wealth Management
Connecticut
$211K +$211K +2,580 New
AO
857
Advisor OS
Illinois
$211K +$211K +2,589 New
HH
858
Hilltop Holdings
Texas
$210K +$210K +2,571 New
OIA
859
Optimum Investment Advisors
Illinois
$209K -$23.2K -284 -10%
AIM
860
Avity Investment Management
Connecticut
$209K +$209K +2,557 New
EP
861
Eudaimonia Partners
Tennessee
$208K -$6.31K -77 -3%
ACP
862
Aveo Capital Partners
Colorado
$204K +$204K +2,492 New
AF
863
Arrow Financial
New York
$203K -$19.3K -237 -9%
COCM
864
Charter Oak Capital Management
New Hampshire
$202K -$817 -10 -0.4%
MCCP
865
Mission Creek Capital Partners
California
$202K +$202K +2,469 New
BB
866
Berkshire Bank
Massachusetts
$202K +$202K +2,478 New
DOA
867
D'Orazio & Associates
Virginia
$200K – – –
FAM
868
Formidable Asset Management
Ohio
$200K +$200K +2,361 New
RIM
869
Regent Investment Management
Kentucky
$200K +$200K +2,449 New
LCM
870
Logan Capital Management
Pennsylvania
$199K – – –
CHA
871
Carmichael Hill & Associates
Maryland
$198K -$16.4K -200 -8%
CI
872
CX Institutional
Indiana
$194K +$17.3K +211 +10%
QCG
873
Quadrant Capital Group
Ohio
$191K +$10.7K +131 +6%
AII
874
AGF Investments Inc
Ontario, Canada
$190K +$190K +2,328 New
MAM
875
Meeder Asset Management
Ohio
$189K +$39.1K +478 +26%
33 34
35
36 37