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Otis Worldwide
OTIS

1,127 hedge funds and large institutions have $25.4B invested in Otis Worldwide in 2021 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 329 increasing their positions, 525 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more call options, than puts

Call options by funds: $39M | Put options by funds: $21.4M

1% more capital invested

Capital invested by funds: $25.2B → $25.4B (+$208M)

0.39% more ownership

Funds ownership: 86.06% → 86.45% (+0.39%)

3% less funds holding

Funds holding: 1,165 → 1,127 (-38)

24% less first-time investments, than exits

New positions opened: 90 | Existing positions closed: 118

25% less funds holding in top 10

Funds holding in top 10: 16 → 12 (-4)

37% less repeat investments, than reductions

Existing positions increased: 329 | Existing positions reduced: 525

Holders
1,127
Holders Change
-38
Holders Change %
-3.26%
% of All Funds
19.79%
Holding in Top 10
12
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-25%
% of All Funds
0.21%
New
90
Increased
329
Reduced
525
Closed
118
Calls
$39M
Puts
$21.4M
Net Calls
+$17.6M
Net Calls Change
-$1.97M

Top Buyers

Rank Fund Capital Flow
1
VAM
Vontobel Asset Management
New York
+$201M
2
LCOV
London Company of Virginia
Virginia
+$160M
3
BlackRock
BlackRock
New York
+$141M
4
Invesco
Invesco
Georgia
+$125M
5
Boston Partners
Boston Partners
Massachusetts
+$97.2M

Top Sellers

Rank Fund Capital Flow
1
State Street
State Street
Massachusetts
-$459M
2
JP Morgan Chase
JP Morgan Chase
New York
-$111M
3
ProShare Advisors
ProShare Advisors
Maryland
-$105M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$101M
5
CVA
Ceredex Value Advisors
Florida
-$96.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
1076
Wolff Wiese Magana
California
$4K – – –
HIIFS
1077
Harel Insurance Investments & Financial Services
Israel
$4K +$3.6K +55 New
AWM
1078
Avior Wealth Management
Nebraska
$4K +$3.86K +59 +1,475%
LPARFS
1079
Leverage Partners Absolute Return Fund SPC
Cayman Islands
$3.56K -$163K -2,500 -5%
VNA
1080
Valley National Advisers
Pennsylvania
$3K -$4.64K -71 -63%
IBOK
1081
Independence Bank of Kentucky
Kentucky
$3K – – –
LWP
1082
Laurel Wealth Planning
Minnesota
$3K – – –
LF
1083
Lee Financial
Texas
$3K – – –
TCM
1084
Tradewinds Capital Management
Washington
$3K – – –
TC
1085
Truvestments Capital
Florida
$3K – – –
AWC
1086
Abundance Wealth Counselors
Pennsylvania
$3K +$3.27K +50 New
GAM
1087
Grandview Asset Management
Pennsylvania
$3K +$3.27K +50 New
MAM
1088
Marquette Asset Management
Minnesota
$3K +$3.27K +50 New
GFPC
1089
Global Financial Private Client
Florida
$2.56K – – –
BBHC
1090
Brown Brothers Harriman & Co
New York
$2.36K -$114K -1,740 -5%
AssetMark Inc
1091
AssetMark Inc
California
$2K -$5.23K -80 -74%
APWA
1092
Atlas Private Wealth Advisors
New Jersey
$2K – – –
CCM
1093
Cribstone Capital Management
Maine
$2K – – –
EARNEST Partners
1094
EARNEST Partners
Georgia
$2K – – –
IWP
1095
IAG Wealth Partners
Wisconsin
$2K – – –
PCFFS
1096
Pacific Center for Financial Services
California
$2K – – –
SL
1097
Savior LLC
Massachusetts
$2K – – –
TCWA
1098
Ten Capital Wealth Advisors
Washington
$2K – – –
CCA
1099
Column Capital Advisors
Indiana
$2K +$588 +9 +53%
TLCM
1100
Twin Lakes Capital Management
California
$2K +$1.44K +22 New
42 43
44
45 46

OTIS Hedge Fund Activity: Q1 2021 in Review

1,127 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Otis Worldwide (OTIS) for Q1 2021, worth a combined $25.4B — up 0.83% from $25.2B a quarter earlier.

Sellers outnumbered buyers: 118 funds closed out of OTIS and 90 opened new positions — a net loss of 28 holders — while 525 trimmed existing stakes and 329 added.

The largest buyer was Vontobel Asset Management, adding an estimated $201M. The largest seller was State Street, cutting an estimated $459M.

  • 1,127 institutional investors held Otis Worldwide (OTIS) as of Q1 2021, down from 1,165 in Q4 2020.
  • Funds reported $25.4B of Otis Worldwide stock for Q1 2021, up 0.83% quarter-over-quarter.
  • 90 funds opened new Otis Worldwide positions in Q1 2021 and 118 closed out, a net change of -28 holders.
  • The largest Otis Worldwide buyer in Q1 2021 was Vontobel Asset Management, an estimated $201M added.
  • The largest Otis Worldwide seller in Q1 2021 was State Street, an estimated $459M sold.

Based on aggregated 13F filings for Q1 2021.