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Otis Worldwide
OTIS

Overview Fund Activity

1,131 hedge funds and large institutions have $29B invested in Otis Worldwide in 2021 Q2 according to their latest regulatory filings, with 115 funds opening new positions, 332 increasing their positions, 478 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,131
Holders Change
+8
Holders Change %
+0.71%
% of All Funds
19.75%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.26%
New
115
Increased
332
Reduced
478
Closed
95
Calls
$83M
Puts
$65.7M
Net Calls
+$17.3M
Net Calls Change
-$328K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$980M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$338M
3
Goldman Sachs
Goldman Sachs
New York
$253M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
$229M
5
EC
Eminence Capital
New York
$96.7M

Top Sellers

1
State Street
State Street
Massachusetts
$1.31B
2
Viking Global Investors
Viking Global Investors
Connecticut
$0
3
CS
Credit Suisse
Switzerland
$164M
4
HSBC Holdings
HSBC Holdings
United Kingdom
$42.1M
5
OAC
OMERS Administration Corp
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
M
1001
MOTCO
Texas
$30K – – –
CFG
1002
CKW Financial Group
Hawaii
$29K -$8.29K -100 -22%
FPFS
1003
First Personal Financial Services
North Carolina
$29K – – –
CB
1004
CNB Bank
Pennsylvania
$29K – – –
BWP
1005
Baldwin Wealth Partners
Massachusetts
$29K – – –
WOC
1006
West Oak Capital
California
$29K – – –
NFSG
1007
Newbridge Financial Services Group
Florida
$29K +$3.4K +41 +13%
VCM
1008
Versant Capital Management
Arizona
$29K +$7.23K +87 +33%
HWA
1009
Heritage Wealth Advisors
Virginia
$28.6K +$28.6K +350 New
GWS
1010
Glassman Wealth Services
Virginia
$28K +$4.05K +49 +17%
FNBOSM
1011
First National Bank of South Miami
Florida
$27K -$7.2K -88 -21%
BWM
1012
BerganKDV Wealth Management
Minnesota
$27K – – –
PWMG
1013
Prestige Wealth Management Group
New Jersey
$26K -$2.01K -25 -7%
GAM
1014
Gemmer Asset Management
California
$26K +$572 +7 +2%
CFO
1015
CVA Family Office
Colorado
$26K +$2.06K +25 +9%
GEA
1016
Glen Eagle Advisors
New Jersey
$25.8K – – –
CLOS
1017
Compagnie Lombard Odier SCmA
Switzerland
$25K -$27.5K -338 -52%
OSNBOA
1018
Old Second National Bank of Aurora
Illinois
$25K – – –
SC
1019
Sierra Capital
Florida
$25K – – –
AL
1020
ADE LLC
Maryland
$24K – – –
SWA
1021
SOA Wealth Advisors
New York
$23K +$2.94K +36 +15%
WQ
1022
Wealth Quarterback
New Jersey
$23K +$23K +279 New
CAM
1023
Costello Asset Management
Pennsylvania
$21K – – –
JFA
1024
JNBA Financial Advisors
Minnesota
$21K +$981 +12 +5%
SFSIG
1025
San Francisco Sentry Investment Group
California
$20K -$4.24K -50 -17%
39 40
41
42 43