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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 %
Nisa Investment Advisors
1051
Nisa Investment Advisors
Missouri
$12.1K +$1.76K +21,531 +17%
SIS
1052
Sound Income Strategies
Florida
$12K -$34K -399 -74%
CWA
1053
Clearview Wealth Advisors
Oregon
$12K – – –
AFS
1054
Annapolis Financial Services
Maryland
$12K – – –
MFA
1055
McClarren Financial Advisors
Pennsylvania
$12K – – –
PO
1056
Private Ocean
California
$12K – – –
MHR
1057
Matthew Hamilton Rosenberg
$12K – – –
TLFA
1058
True Link Financial Advisors
California
$12K +$2.54K +30 +27%
PWP
1059
Personal Wealth Partners
Minnesota
$12K +$12K +143 New
AIG
1060
American International Group
New York
$11.2K -$488 -5,970 -4%
TFO
1061
Tarbox Family Office
California
$11K – – –
MFT
1062
Moisand Fitzgerald Tamayo
Florida
$11K +$11K +130 New
POIA
1063
Pin Oak Investment Advisors
Texas
$10K – – –
NSB
1064
Norway Savings Bank
Maine
$10K – – –
LWP
1065
Lumature Wealth Partners
Georgia
$10K – – –
FFG
1066
Ford Financial Group
California
$10K +$10K +132 New
RCA
1067
Ranch Capital Advisors
Florida
$9K – – –
PFA
1068
Professional Financial Advisors
Nebraska
$9K +$9K +108 New
FPB
1069
First PREMIER Bank
South Dakota
$8K -$5.6K -70 -41%
PWA
1070
Phoenix Wealth Advisors
North Carolina
$8K – – –
JWM
1071
Janiczek Wealth Management
Colorado
$8K – – –
RA
1072
Resolute Advisors
California
$8K – – –
ETC
1073
Exchange Traded Concepts
Oklahoma
$8K +$8K +99 New
WPA
1074
West Paces Advisors
Georgia
$7.85K – – –
HCM
1075
Horrell Capital Management
Arkansas
$7K – – –
41 42
43
44 45