We are live on ! Find out more
OTIS icon

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
Capstone Investment Advisors
1076
Capstone Investment Advisors
New York
$10K +$10.4K +118 New
RVM
1077
Robinson Value Management
Texas
$10K +$11K +125 New
NSB
1078
Norway Savings Bank
Maine
$9K -$352 -4 -3%
PFA
1079
Professional Financial Advisors
Nebraska
$9K
RCA
1080
Ranch Capital Advisors
Florida
$9K
SAM
1081
Strategic Asset Management
Minnesota
$9K +$9.76K +111 New
CWP
1082
Concord Wealth Partners
Virginia
$8K -$121K -1,372 -94%
SIAP
1083
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$8K -$26.4K -300 -75%
FPFS
1084
First Personal Financial Services
North Carolina
$8K -$22K -250 -71%
FPB
1085
First PREMIER Bank
South Dakota
$8K
JWM
1086
Janiczek Wealth Management
Colorado
$8K
PWA
1087
Phoenix Wealth Advisors
North Carolina
$8K
RA
1088
Resolute Advisors
California
$8K
ETC
1089
Exchange Traded Concepts
Oklahoma
$7K -$703 -8 -8%
FWM
1090
Focused Wealth Management
New York
$7K
LFG
1091
Larson Financial Group
Missouri
$7K +$88 +1 +1%
TCWA
1092
Ten Capital Wealth Advisors
Washington
$7K +$2.64K +30 +60%
PCA
1093
Providence Capital Advisors
North Carolina
$7K +$7.65K +87 New
WPA
1094
West Paces Advisors
Georgia
$6.25K -$1.76K -20 -21%
CFD
1095
Creative Financial Designs
Indiana
$6K
MAWCM
1096
Mine & Arao Wealth Creation & Management
California
$6K
RBC
1097
Roble Belko & Company
Pennsylvania
$5K
TWM
1098
Tradition Wealth Management
Minnesota
$5K
WWM
1099
Wolff Wiese Magana
California
$5K
LWA
1100
Lenox Wealth Advisors
New York
$5K +$176 +2 +3%

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.