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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
BWA
901
BDO Wealth Advisors
Florida
$139K -$17.8K -202 -11%
FCB
902
First Command Bank
Texas
$136K
FCFS
903
First Command Financial Services
Texas
$136K
EBA
904
Eagle Bay Advisors
New York
$136K +$67.3K +765 +88%
FMTCOCP
905
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$134K
SIM
906
Sonora Investment Management
Arizona
$130K
GWS
907
Glassman Wealth Services
Virginia
$130K +$109K +1,240 +366%
PCM
908
Penserra Capital Management
California
$128K +$13.6K +155 +11%
NSIM
909
North Star Investment Management
Illinois
$127K
CF
910
Centaurus Financial
California
$127K +$8.79K +100 +7%
PFBT
911
Parkside Financial Bank & Trust
Missouri
$126K +$440 +5 +0.3%
SOW
912
State of Wyoming
Wyoming
$122K -$44.2K -503 -25%
JCM
913
Jacobi Capital Management
Pennsylvania
$121K
MWM
914
Mascoma Wealth Management
New Hampshire
$120K +$128K +1,455 New
ACA
915
Atlas Capital Advisors
Wyoming
$112K -$13.2K -150 -10%
AWM
916
AllSquare Wealth Management
New York
$111K -$15K -171 -11%
IA
917
IFP Advisors
Florida
$108K -$1.19M -13,510 -91%
IWMA
918
Ironwood Wealth Management (Arizona)
Arizona
$108K
BAM
919
Belpointe Asset Management
Nevada
$106K -$55.4K -630 -33%
LC
920
Lindbrook Capital
California
$106K
HDIM
921
Hanson & Doremus Investment Management
Vermont
$105K +$23K +262 +26%
SC
922
Steph & Co
Wisconsin
$104K
BCA
923
Berman Capital Advisors
Georgia
$104K +$37.2K +423 +50%
FBT
924
First Bank & Trust
South Dakota
$103K +$5.45K +62 +5%
CPFP
925
Clear Perspectives Financial Planning
Ohio
$101K

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.