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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
California State Teachers Retirement System (CalSTRS)
76
California State Teachers Retirement System (CalSTRS)
California
$62M -$586K -6,662 -0.9%
Millennium Management
77
Millennium Management
New York
$61.3M +$9.12M +103,695 +16%
Two Sigma Investments
78
Two Sigma Investments
New York
$59.9M +$14.6M +165,780 +29%
MWA
79
Marshall Wace Asia
Hong Kong
$57.8M -$75.7M -861,454 -55%
PI
80
PGGM Investments
Netherlands
$57.7M +$8.05M +91,570 +15%
Manulife (Manufacturers Life Insurance)
81
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$56M -$891K -10,136 -1%
RhumbLine Advisers
82
RhumbLine Advisers
Massachusetts
$55.4M -$1.43M -16,306 -2%
UBS Group
83
UBS Group
Switzerland
$54.9M +$17.8M +202,961 +44%
PNC Financial Services Group
84
PNC Financial Services Group
Pennsylvania
$51M -$2.36M -26,783 -4%
EVM
85
Eaton Vance Management
Massachusetts
$50.8M -$4.57K -52 -0%
New York State Common Retirement Fund
86
New York State Common Retirement Fund
New York
$49.7M +$5.84M +66,363 +12%
Two Sigma Advisers
87
Two Sigma Advisers
New York
$49.1M +$28.7M +326,000 +120%
RPI
88
Railway Pension Investments
United Kingdom
$48.8M +$167K +1,900 +0.3%
National Pension Service
89
National Pension Service
South Korea
$48.3M -$2.19M -24,893 -4%
AQR Capital Management
90
AQR Capital Management
Connecticut
$47.1M +$27.8M +315,593 +123%
Robeco Institutional Asset Management
91
Robeco Institutional Asset Management
Netherlands
$46.9M +$39.5M +448,840 +369%
Principal Financial Group
92
Principal Financial Group
Iowa
$44.1M +$279K +3,172 +0.6%
State Board of Administration of Florida Retirement System
93
State Board of Administration of Florida Retirement System
Florida
$43M -$971K -11,041 -2%
First Trust Advisors
94
First Trust Advisors
Illinois
$42.4M -$587K -6,676 -1%
SAM
95
Sandbar Asset Management
United Kingdom
$41.7M -$11.5M -131,277 -21%
FMI
96
Factory Mutual Insurance
Massachusetts
$41.6M -$677K -7,700 -2%
HSBC Holdings
97
HSBC Holdings
United Kingdom
$39.7M -$3.09M -35,140 -7%
HighTower Advisors
98
HighTower Advisors
Illinois
$39.6M +$32.5M +369,921 +333%
Toronto Dominion Bank
99
Toronto Dominion Bank
Ontario, Canada
$38.7M -$3.27M -37,218 -7%
BPCE
100
Bank Pictet & Cie (Europe)
Germany
$38.4M +$1.13M +12,831 +3%

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.