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Otis Worldwide
OTIS

1,135 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, 333 increasing their positions, 481 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more call options, than puts

Call options by funds: $83M | Put options by funds: $65.7M

25% more funds holding in top 10

Funds holding in top 10: 12 → 15 (+3)

21% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 95

14% more capital invested

Capital invested by funds: $25.4B → $29B (+$3.62B)

1% more funds holding

Funds holding: 1,127 → 1,135 (+8)

3.62% less ownership

Funds ownership: 86.45% → 82.83% (-3.6%)

31% less repeat investments, than reductions

Existing positions increased: 333 | Existing positions reduced: 481

Holders
1,135
Holders Change
+8
Holders Change %
+0.71%
% of All Funds
19.76%
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
333
Reduced
481
Closed
95
Calls
$83M
Puts
$65.7M
Net Calls
+$17.3M
Net Calls Change
-$328K

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$280M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$184M
3
Goldman Sachs
Goldman Sachs
New York
+$169M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$111M
5
EC
Eminence Capital
New York
+$91M

Top Sellers

Rank Fund Capital Flow
1
State Street
State Street
Massachusetts
-$809M
2
Viking Global Investors
Viking Global Investors
Connecticut
-$468M
3
CS
Credit Suisse
Switzerland
-$420M
4
HSBC Holdings
HSBC Holdings
United Kingdom
-$114M
5
OAC
OMERS Administration Corp
Ontario, Canada
-$92.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
GFPC
1101
Global Financial Private Client
Florida
$3.04K – – –
BDS
1102
Banco de Sabadell
Florida
$3K -$5.32M -69,108 -100%
BAM
1103
Barrett Asset Management
New York
$3K -$9.47K -123 -77%
CCM
1104
Cribstone Capital Management
Maine
$3K – – –
TCM
1105
Tradewinds Capital Management
Washington
$3K – – –
VNA
1106
Valley National Advisers
Pennsylvania
$3K – – –
FMP
1107
Financial Management Professionals
Texas
$3K +$1.23K +16 +89%
BBHC
1108
Brown Brothers Harriman & Co
New York
$2.68K -$133K -1,726 -5%
SL
1109
Savior LLC
Massachusetts
$2K -$924 -12 -38%
CCA
1110
Column Capital Advisors
Indiana
$2K -$308 -4 -15%
EARNEST Partners
1111
EARNEST Partners
Georgia
$2K – – –
IWP
1112
IAG Wealth Partners
Wisconsin
$2K – – –
PCFFS
1113
Pacific Center for Financial Services
California
$2K – – –
SFO
1114
Standard Family Office
South Dakota
$2K – – –
TCM
1115
TD Capital Management
Tennessee
$2K – – –
TLCM
1116
Twin Lakes Capital Management
California
$2K – – –
WWMSC
1117
Wagner Wealth Management (South Carolina)
South Carolina
$2K – – –
PWS
1118
Paragon Wealth Strategies
Florida
$2K +$1.92K +25 New
FPW
1119
Flagship Private Wealth
Massachusetts
$1.93K – – –
TFGT
1120
TS Financial Group (TSFG)
Illinois
$1K -$5.77K -75 -89%
ANBT
1121
American National Bank & Trust
Texas
$1K – – –
AP
1122
Arlington Partners
Alabama
$1K – – –
BA
1123
Bellwether Advisors
Nebraska
$1K – – –
BWL
1124
Bogart Wealth LLC
Virginia
$1K – – –
CWA
1125
Carolina Wealth Advisors
South Carolina
$1K – – –
43 44
45
46 47

OTIS Hedge Fund Activity: Q2 2021 in Review

1,135 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Otis Worldwide (OTIS) for Q2 2021, worth a combined $29B — up 14% from $25.4B a quarter earlier.

Buyers outnumbered sellers: 115 funds opened new OTIS positions and 95 closed out — a net gain of 20 holders — while 333 added to existing stakes and 481 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $280M. The largest seller was State Street, cutting an estimated $809M.

  • 1,135 institutional investors held Otis Worldwide (OTIS) as of Q2 2021, up from 1,127 in Q1 2021.
  • Funds reported $29B of Otis Worldwide stock for Q2 2021, up 14% quarter-over-quarter.
  • 115 funds opened new Otis Worldwide positions in Q2 2021 and 95 closed out, a net change of +20 holders.
  • The largest Otis Worldwide buyer in Q2 2021 was Fidelity Investments, an estimated $280M added.
  • The largest Otis Worldwide seller in Q2 2021 was State Street, an estimated $809M sold.

Based on aggregated 13F filings for Q2 2021.