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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 %
TWI
876
Thomas White International
Illinois
$177K – – –
ST
877
Smithfield Trust
Pennsylvania
$168K -$47.9K -586 -22%
EI
878
Ellevest Inc
New York
$168K +$106K +1,295 +170%
AIM
879
Acropolis Investment Management
Missouri
$167K -$6.97K -85 -4%
MCM
880
Manchester Capital Management
Vermont
$166K +$897 +11 +0.5%
WA
881
WestEnd Advisors
North Carolina
$163K – – –
SOW
882
State of Wyoming
Wyoming
$162K +$126K +1,546 +355%
VRM
883
Vectors Research Management
New York
$161K – – –
SCA
884
Stonebridge Capital Advisors
Minnesota
$157K +$76.2K +1,019 +94%
BAM
885
Belpointe Asset Management
Nevada
$156K +$163 +2 +0.1%
BWA
886
BDO Wealth Advisors
Florida
$155K -$10.1K -123 -6%
SWM
887
Spire Wealth Management
Virginia
$146K +$2.13K +26 +1%
MSFP
888
Mark Sheptoff Financial Planning
Connecticut
$144K +$12.2K +150 +9%
OSAM
889
O'Shaughnessy Asset Management
Connecticut
$141K +$39.2K +478 +38%
FFC
890
First Financial Corp
Indiana
$138K -$1.48K -18 -1%
FCFS
891
First Command Financial Services
Texas
$134K -$1.96K -24 -1%
FCB
892
First Command Bank
Texas
$134K -$1.96K -24 -1%
FMTCOCP
893
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$133K – – –
SIM
894
Sonora Investment Management
Arizona
$129K +$245 +3 +0.2%
NSIM
895
North Star Investment Management
Illinois
$126K +$2.45K +30 +2%
PFBT
896
Parkside Financial Bank & Trust
Missouri
$124K -$34.4K -423 -22%
AWM
897
AllSquare Wealth Management
New York
$124K – – –
ACA
898
Atlas Capital Advisors
Wyoming
$124K -$122K -1,486 -50%
CWP
899
Concord Wealth Partners
Virginia
$120K -$5.49K -67 -4%
JCM
900
Jacobi Capital Management
Pennsylvania
$120K – – –
34 35
36
37 38