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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
CBT
951
CoreFirst Bank & Trust
Kansas
$76K +$7.56K +86 +10%
PAI
952
Pittenger & Anderson Inc
Nebraska
$76K +$81.4K +926 New
GLLW
953
Graves Light Lenhart Wealth
Virginia
$75K
RE
954
RBC Europe
United Kingdom
$74.1K -$30.8K -350 -28%
BDWM
955
Brewin Dolphin Wealth Management
Ireland
$74.1K
JFGIW
956
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$74K -$1.58K -18 -2%
ACM
957
AUA Capital Management
Pennsylvania
$74K
MCM
958
MV Capital Management
Maryland
$74K +$3.43K +39 +5%
CAL
959
Capital Advisors Ltd
Ohio
$72K
PP
960
PrairieView Partners
Minnesota
$72K
Walleye Trading
961
Walleye Trading
New York
$70K +$10.9K +124 +17%
APW
962
Acima Private Wealth
Virginia
$69K
ARMC
963
American Research & Management Company
Massachusetts
$68K -$6.51K -74 -8%
JEST
964
JTC Employer Solutions Trustee
Jersey
$67K
MIM
965
Meridiem Investment Management
United Kingdom
$66K
KFA
966
Kelleher Financial Advisors
New York
$66K +$70.3K +800 New
SDIC
967
South Dakota Investment Council
South Dakota
$65K -$317K -3,600 -82%
HR
968
Howe & Rusling
New York
$65K -$2.29K -26 -3%
HA
969
Herold Advisors
New York
$65K +$70.3K +800 New
LCS
970
Levin Capital Strategies
New York
$61K +$64.7K +736 New
BAM
971
Bellevue Asset Management
Washington
$60K
MCA
972
Mercer Capital Advisers
New Jersey
$60K
TFM
973
TFC Financial Management
Massachusetts
$60K +$88 +1 +0.1%
LWM
974
Liberty Wealth Management
California
$59K +$176 +2 +0.3%
TAIM
975
TD Ameritrade Investment Management
Nebraska
$59K +$65.2K +742 +371%

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.