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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 %
PMFA
1026
Plante Moran Financial Advisors
Michigan
$20K – – –
SWG
1027
Summit Wealth Group
Vermont
$20K – – –
MA
1028
MCF Advisors
Kentucky
$19K – – –
SWM
1029
Selective Wealth Management
Virginia
$19K – – –
CAGAS
1030
Capital Advisory Group Advisory Services
Minnesota
$19K – – –
BCPWM
1031
Bradley & Co Private Wealth Management
Florida
$19K – – –
RAM
1032
Riggs Asset Management
Pennsylvania
$19K +$2.63K +32 +16%
AIC
1033
Archer Investment Corporation
Indiana
$17.6K -$9.81K -120 -36%
FQ
1034
First Quadrant
California
$17K +$17K +211 New
TFIPS
1035
Towarzystwo Funduszy Inwestycyjnych PZU SA
$16.7K – – –
PFP
1036
Pinnacle Financial Partners
Tennessee
$16K -$15K -178 -48%
EWM
1037
Endurance Wealth Management
Rhode Island
$16K -$2.26K -29 -12%
LJHT
1038
Laurie J. Hall Trustee
$16K – – –
TAIM
1039
TD Ameritrade Investment Management
Nebraska
$16K +$4.56K +57 +40%
PWA
1040
Pinnacle Wealth Advisors
Tennessee
$16K +$16K +190 New
PGWM
1041
Parisi Gray Wealth Management
New Jersey
$16K +$16K +192 New
SB
1042
Strategic Blueprint
Georgia
$16K +$16K +197 New
FP
1043
Financial Perspectives
Minnesota
$15.9K -$1.07M -13,085 -99%
PA
1044
Perennial Advisors
New York
$15K – – –
DI
1045
Disciplined Investments
Oklahoma
$15K – – –
SN
1046
Sittner & Nelson
Oregon
$15K – – –
CMA
1047
Cedar Mountain Advisors
Oregon
$14K -$8.19K -100 -37%
TIM
1048
Tortoise Investment Management
New York
$14K – – –
HWA
1049
HHM Wealth Advisors
Tennessee
$14K – – –
PWM
1050
Prentice Wealth Management
New York
$13K – – –
40 41
42
43 44