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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
S
926
Seeyond
France
$100K -$1.14K -13 -1%
FA
927
Fortis Advisors
Pennsylvania
$99K
SWA
928
Sutton Wealth Advisors
Florida
$97.3K +$264 +3 +0.3%
GCM
929
Gables Capital Management
Florida
$97K
MMG
930
Monetary Management Group
Missouri
$97K +$9.94K +113 +11%
GRP
931
Global Retirement Partners
California
$96K -$2.37K -27 -2%
FCA
932
FinTrust Capital Advisors
South Carolina
$95K -$11.9K -135 -10%
IUHSA
933
Itau Unibanco Holding S.A.
Brazil
$94K +$101K +1,146 New
BFC
934
Bedel Financial Consulting
Indiana
$93K
OC
935
Oakworth Capital
Alabama
$89K -$16.4K -186 -15%
FF
936
FourThought Financial
Florida
$89K -$11.3K -129 -11%
PSB
937
Piscataqua Savings Bank
New Hampshire
$89K
1IA
938
1834 Investment Advisors
Wisconsin
$88K
TFS
939
TrustCore Financial Services
Tennessee
$87K -$2.37K -27 -2%
SCA
940
Stonebridge Capital Advisors
Minnesota
$86K -$92.7K -1,054 -50%
ZB
941
Zions Bancorporation
Utah
$82K -$14.4K -164 -14%
FGAM
942
Financial Gravity Asset Management
Texas
$82K +$10.6K +120 New
FPS
943
Fieldpoint Private Securities
Connecticut
$81K +$1.41K +16 +2%
EWM
944
Evermay Wealth Management
Virginia
$80K
BWM
945
Baystate Wealth Management
Massachusetts
$80K +$88 +1 +0.1%
HIIFS
946
Harel Insurance Investments & Financial Services
Israel
$78K
HI
947
Hudock Inc
Pennsylvania
$78K +$176 +2 +0.2%
MRCM
948
M&R Capital Management
New Jersey
$77K -$440 -5 -0.5%
CA
949
Crewe Advisors
Utah
$77K
FWM
950
Filbrandt Wealth Management
Wisconsin
$77K

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.