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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
DSC
1001
Duncker Streett & Co
Missouri
$37K -$19.8K -225 -33%
WBC
1002
West Branch Capital
Massachusetts
$37K
TJHA
1003
Thomas J. Herzfeld Advisors
Florida
$35K -$17.8K -202 -32%
RTL
1004
Red Tortoise LLC
Georgia
$35K +$48.8K +555 New
AAP
1005
Arax Advisory Partners
Colorado
$34K
GI
1006
Gradient Investments
Minnesota
$33K -$176 -2 -0.5%
IF
1007
Ironwood Financial
Arizona
$33K
AA
1008
Addison Advisors
Vermont
$33K +$352 +4 +1%
HFA
1009
HC Financial Advisors
California
$32K
HFM
1010
Harvest Fund Management
China
$32K +$34.6K +393 New
CC
1011
Centiva Capital
New York
$32K +$35.2K +400 New
FRA
1012
Front Row Advisors
California
$31K
VCM
1013
Vigilant Capital Management
Maine
$31K
ACM
1014
Antonetti Capital Management
Florida
$31K +$33K +375 New
OCM
1015
Orion Capital Management
California
$31K +$33K +375 New
BWP
1016
Baldwin Wealth Partners
Massachusetts
$30K
M
1017
MOTCO
Texas
$30K
BMD
1018
Better Money Decisions
New Mexico
$29K -$4.4K -50 -12%
CFG
1019
CKW Financial Group
Hawaii
$29K
WOC
1020
West Oak Capital
California
$29K
CFA
1021
Cahill Financial Advisors
Minnesota
$29K +$30.9K +351 New
HWA
1022
Heritage Wealth Advisors
Virginia
$28.8K
PWMG
1023
Prestige Wealth Management Group
New Jersey
$28K +$2.11K +24 +7%
LTI
1024
Laffer Tengler Investments
Tennessee
$27.6K +$29.5K +335 New
AIC
1025
Archer Investment Corporation
Indiana
$27.2K +$10.1K +115 +53%

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.