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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
CB
1026
CNB Bank
Pennsylvania
$27K -$2.64K -30 -8%
VCM
1027
Versant Capital Management
Arizona
$27K -$1.67K -19 -5%
FNBOSM
1028
First National Bank of South Miami
Florida
$27K
CYG
1029
Clean Yield Group
Vermont
$26K -$60.3K -686 -69%
GAM
1030
Gemmer Asset Management
California
$26K
GEA
1031
Glen Eagle Advisors
New Jersey
$25.9K
OSNBOA
1032
Old Second National Bank of Aurora
Illinois
$25K
SC
1033
Sierra Capital
Florida
$25K
AL
1034
ADE LLC
Maryland
$24K
WQ
1035
Wealth Quarterback
New Jersey
$24K +$176 +2 +0.7%
CAM
1036
Costello Asset Management
Pennsylvania
$22K
KFS
1037
Kelly Financial Services
Massachusetts
$21.3K -$1.83M -20,813 -99%
HMS
1038
Hanseatic Management Services
New Mexico
$21K +$22.2K +252 New
JFA
1039
JNBA Financial Advisors
Minnesota
$20K -$1.05K -12 -5%
MA
1040
MCF Advisors
Kentucky
$20K +$1.58K +18 +8%
AWM
1041
Avior Wealth Management
Nebraska
$20K +$14.9K +170 +205%
CMF
1042
Counterpoint Mutual Funds
California
$20K +$21.7K +247 New
BCPWM
1043
Bradley & Co Private Wealth Management
Florida
$19K
CAGAS
1044
Capital Advisory Group Advisory Services
Minnesota
$19K
RAM
1045
Riggs Asset Management
Pennsylvania
$19K
Jones Financial Companies
1046
Jones Financial Companies
Missouri
$18K -$68.4K -778 -78%
BIA
1047
Bell Investment Advisors
California
$18K +$19.3K +219 New
TSW
1048
Thompson Siegel & Walmsley
Virginia
$17K -$528K -6,000 -97%
EWM
1049
Endurance Wealth Management
Rhode Island
$17K
PFPT
1050
Pinnacle Financial Partners (Tennessee)
Tennessee
$17K +$1.32K +15 +8%

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.