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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 %
CCM
1101
Cribstone Capital Management
Maine
$3K – – –
VNA
1102
Valley National Advisers
Pennsylvania
$3K – – –
FMP
1103
Financial Management Professionals
Texas
$3K +$1.41K +16 +89%
BBHC
1104
Brown Brothers Harriman & Co
New York
$2.68K -$141 -1,726 -5%
SL
1105
Savior LLC
Massachusetts
$2K -$1.2K -12 -38%
CCA
1106
Column Capital Advisors
Indiana
$2K -$364 -4 -15%
WWM
1107
Wagner Wealth Management
South Carolina
$2K – – –
IWP
1108
IAG Wealth Partners
Wisconsin
$2K – – –
TLCM
1109
Twin Lakes Capital Management
California
$2K – – –
EARNEST Partners
1110
EARNEST Partners
Georgia
$2K – – –
PCFFS
1111
Pacific Center for Financial Services
California
$2K – – –
TCM
1112
TD Capital Management
Tennessee
$2K – – –
SFO
1113
Standard Family Office
South Dakota
$2K – – –
PWS
1114
Paragon Wealth Strategies
Florida
$2K +$2K +25 New
FPW
1115
Flagship Private Wealth
Massachusetts
$1.93K – – –
TFGT
1116
TS Financial Group (TSFG)
Illinois
$1K -$8.33K -75 -89%
OAJ
1117
Ogorek Anthony Joseph
New York
$1K – – –
ANBT
1118
American National Bank & Trust
Texas
$1K – – –
BWL
1119
Bogart Wealth LLC
Virginia
$1K – – –
AP
1120
Arlington Partners
Alabama
$1K – – –
SSC
1121
Syverson Strege & Co
Iowa
$1K – – –
NL
1122
NVWM LLC
Pennsylvania
$1K – – –
GTAM
1123
Global Trust Asset Management
Florida
$1K – – –
CWA
1124
Carolina Wealth Advisors
South Carolina
$1K – – –
HFS
1125
HBC Financial Services
Washington
$1K – – –
43 44
45
46 47