OTIS icon

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 %
LFG
1076
Larson Financial Group
Missouri
$7K – – –
FWM
1077
Focused Wealth Management
New York
$7K +$84 +1 +1%
AS
1078
Altshuler Shaham
Israel
$7K +$7K +90 New
MAWCM
1079
Mine & Arao Wealth Creation & Management
California
$6K – – –
AWM
1080
Avior Wealth Management
Nebraska
$6K +$1.45K +20 +32%
CFD
1081
Creative Financial Designs
Indiana
$5K – – –
RBC
1082
Roble Belko & Company
Pennsylvania
$5K – – –
WWM
1083
Wolff Wiese Magana
California
$5K – – –
LWA
1084
Lenox Wealth Advisors
New York
$5K +$82 +1 +2%
TWM
1085
Tradition Wealth Management
Minnesota
$5K +$5K +65 New
Walleye Capital
1086
Walleye Capital
New York
$4.49K +$4.49K +54,904 New
TFA
1087
Toth Financial Advisory
Virginia
$4K -$2.76K -31 -41%
IBOK
1088
Independence Bank of Kentucky
Kentucky
$4K – – –
TC
1089
Truvestments Capital
Florida
$4K – – –
TC
1090
Trust Company
Kansas
$4K – – –
TCWA
1091
Ten Capital Wealth Advisors
Washington
$4K +$1.28K +16 +47%
APWA
1092
Atlas Private Wealth Advisors
New Jersey
$4K +$1.49K +16 +59%
AssetMark Inc
1093
AssetMark Inc
California
$4K +$1.8K +23 +82%
CI
1094
Cordant Inc
Oregon
$4K +$4K +44 New
ME
1095
McIlrath & Eck
Washington
$4K +$3.69K +47 +1,175%
EIP
1096
Ellis Investment Partners
Pennsylvania
$4K +$4K +60 New
GFPC
1097
Global Financial Private Client
Florida
$3.04K – – –
BDS
1098
Banco de Sabadell
Florida
$3K -$5.76M -69,108 -100%
BAM
1099
Barrett Asset Management
New York
$3K -$9.97K -123 -77%
TCM
1100
Tradewinds Capital Management
Washington
$3K – – –
42 43
44
45 46