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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
SAM
876
SignalPoint Asset Management
Missouri
$202K +$216K +2,460 New
ECM
877
Estabrook Capital Management
New York
$202K -$48.1K -547 -18%
OIA
878
Optimum Investment Advisors
Illinois
$200K -$11K -125 -5%
LCM
879
Logan Capital Management
Pennsylvania
$200K
CI
880
CX Institutional
Indiana
$200K +$5.45K +62 +3%
FIM
881
Fernwood Investment Management
Massachusetts
$200K +$214K +2,436 New
CHA
882
Carmichael Hill & Associates
Maryland
$199K
QCG
883
Quadrant Capital Group
Ohio
$199K +$6.68K +76 +3%
LSA
884
Leonteq Securities AG
Switzerland
$197K
FFC
885
First Financial Corp
Indiana
$194K +$58.9K +670 +40%
TWI
886
Thomas White International
Illinois
$179K
SWM
887
Spire Wealth Management
Virginia
$172K +$26.3K +299 +17%
MI
888
Markston International
New York
$171K -$279K -3,168 -60%
MCM
889
Manchester Capital Management
Vermont
$170K +$3.17K +36 +2%
NICM
890
Neo Ivy Capital Management
New York
$169K +$262K +2,981 New
ST
891
Smithfield Trust
Pennsylvania
$168K
AII
892
AGF Investments Inc
Ontario, Canada
$165K -$28.8K -328 -14%
WA
893
WestEnd Advisors
North Carolina
$164K
AIM
894
Acropolis Investment Management
Missouri
$164K +$88 +1 +0%
Loomis, Sayles & Company
895
Loomis, Sayles & Company
Massachusetts
$160K +$171K +1,944 New
VRM
896
Vectors Research Management
New York
$158K -$4.4K -50 -3%
MSFP
897
Mark Sheptoff Financial Planning
Connecticut
$145K
AF
898
Allworth Financial
California
$145K +$35.1K +399 +29%
EDRH
899
Edmond de Rothschild Holding
Switzerland
$142K +$117K +1,325 +331%
CG
900
Cutler Group
California
$140K +$150K +1,708 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.