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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
CFFP
976
Center for Financial Planning
Michigan
$58K -$58.9K -670 -49%
CCC
977
Crescent Capital Consulting
Louisiana
$58K
CWC
978
Carolinas Wealth Consulting
North Carolina
$58K +$1.14K +13 +2%
HRC
979
Hoertkorn Richard Charles
$56K
FFA
980
Freedman Financial Associates
Massachusetts
$55K +$528 +6 +0.9%
SBL
981
Sargent Bickham Lagudis
Colorado
$54K
ONST
982
Old North State Trust
North Carolina
$53K
KFI
983
Key Financial Inc
Pennsylvania
$53K +$4.4K +50 +8%
PB
984
Pinnacle Bancorp
Nebraska
$52K +$8.18K +93 +17%
BFEC
985
Benjamin F. Edwards & Company
Missouri
$51K +$4.4K +50 +9%
TF
986
Tompkins Financial
New York
$51K +$55K +625 New
TWA
987
TCI Wealth Advisors
Arizona
$50K +$2.46K +28 +5%
SWM
988
Sugarloaf Wealth Management
Georgia
$48K +$88 +1 +0.2%
JGIA
989
Jackson Grant Investment Advisers
Connecticut
$48K +$176 +2 +0.3%
BWM
990
BerganKDV Wealth Management
Minnesota
$48K +$22K +250 +76%
AF
991
Advisornet Financial
Minnesota
$47K -$731K -8,315 -94%
PK
992
Pflug Koory
Nebraska
$47K -$35.2K -400 -41%
APC
993
Aspire Private Capital
North Carolina
$46K
RIM
994
Rockbridge Investment Management
New York
$46K +$879 +10 +2%
JWA
995
JFS Wealth Advisors
Pennsylvania
$46K +$6.33K +72 +15%
FCM
996
Firestone Capital Management
Florida
$43K
Koshinski Asset Management
997
Koshinski Asset Management
Illinois
$42.1K +$44.9K +511 New
BCA
998
Bray Capital Advisors
Florida
$42K -$1.67K -19 -4%
TI
999
Truehand Inc
New Hampshire
$39K
HCP
1000
Hexagon Capital Partners
Arkansas
$38K -$26K -296 -39%

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.