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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
CCM
1051
Carderock Capital Management
Maryland
$17K +$18.6K +212 New
TFIPS
1052
Towarzystwo Funduszy Inwestycyjnych PZU SA
$16.8K
AWM
1053
Accel Wealth Management
Iowa
$16K -$17.3K -197 -50%
LJHT
1054
Laurie J. Hall Trustee
$16K
KIG
1055
Kowal Investment Group
Wisconsin
$16K +$17.3K +197 New
SWA
1056
SOA Wealth Advisors
New York
$15K -$8.44K -96 -34%
DI
1057
Disciplined Investments
Oklahoma
$15K
SN
1058
Sittner & Nelson
Oregon
$15K
FP
1059
Financial Perspectives
Minnesota
$14.8K -$1.23K -14 -7%
CMA
1060
Cedar Mountain Advisors
Oregon
$14K
HWA
1061
HHM Wealth Advisors
Tennessee
$14K
TIM
1062
Tortoise Investment Management
New York
$14K
PO
1063
Private Ocean
California
$14K +$1.32K +15 +10%
SWM
1064
Selective Wealth Management
Virginia
$13K -$6.42K -73 -32%
PWM
1065
Prentice Wealth Management
New York
$13K
AFS
1066
Annapolis Financial Services
Maryland
$12K
CWA
1067
Clearview Wealth Advisors
Oregon
$12K
MHR
1068
Matthew Hamilton Rosenberg
$12K
MFA
1069
McClarren Financial Advisors
Pennsylvania
$12K
TLFA
1070
True Link Financial Advisors
California
$12K
SC
1071
Sawyer & Company
Massachusetts
$12K +$13.2K +150 New
Nisa Investment Advisors
1072
Nisa Investment Advisors
Missouri
$12K -$221K -2,509 -2%
TFO
1073
Tarbox Family Office
California
$11K
SIS
1074
Sound Income Strategies
Florida
$10K -$1.41K -16 -11%
LWP
1075
Lumature Wealth Partners
Georgia
$10K

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.