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Otis Worldwide
OTIS

Overview Fund Activity

1,135 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, 374 increasing their positions, 448 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,135
Holders Change
+4
Holders Change %
+0.35%
% of All Funds
19.93%
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
374
Reduced
448
Closed
75
Calls
$163M
Puts
$78.5M
Net Calls
+$84M
Net Calls Change
+$66.8M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.21B
2
OAC
OMERS Administration Corp
Ontario, Canada
$125M
3
BlackRock
BlackRock
New York
$3.02B
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$86.5M
5
Vanguard Group
Vanguard Group
Pennsylvania
$3.16B

Top Sellers

1
Deutsche Bank
Deutsche Bank
Germany
$128M
2
Norges Bank
Norges Bank
Norway
$328M
3
VAM
Vontobel Asset Management
New York
$247M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$230M
5
EC
Eminence Capital
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
APWA
1101
Atlas Private Wealth Advisors
New Jersey
$4K – – –
ME
1102
McIlrath & Eck
Washington
$4K – – –
IBOK
1103
Independence Bank of Kentucky
Kentucky
$4K – – –
CI Investments Inc
1104
CI Investments Inc
Ontario, Canada
$4K +$4K +53 New
GFPC
1105
Global Financial Private Client
Florida
$3.05K – – –
CFO
1106
CVA Family Office
Colorado
$3K -$14.5K -261 -83%
FMP
1107
Financial Management Professionals
Texas
$3K -$290 -3 -9%
BAM
1108
Barrett Asset Management
New York
$3K – – –
TCM
1109
Tradewinds Capital Management
Washington
$3K – – –
CCM
1110
Cribstone Capital Management
Maine
$3K – – –
BDS
1111
Banco de Sabadell
Florida
$3K – – –
VNA
1112
Valley National Advisers
Pennsylvania
$3K – – –
GKWIM
1113
Gerber Kawasaki Wealth & Investment Management
California
$3K +$3K +3 New
RG
1114
Retirement Group
California
$3K +$3K +5 New
BBHC
1115
Brown Brothers Harriman & Co
New York
$2.77K +$68 +824 +3%
AssetMark Inc
1116
AssetMark Inc
California
$2K -$3.37K -32 -63%
CCA
1117
Column Capital Advisors
Indiana
$2K -$200 -2 -9%
PCFFS
1118
Pacific Center for Financial Services
California
$2K – – –
EARNEST Partners
1119
EARNEST Partners
Georgia
$2K – – –
TCM
1120
TD Capital Management
Tennessee
$2K – – –
IWP
1121
IAG Wealth Partners
Wisconsin
$2K – – –
TLCM
1122
Twin Lakes Capital Management
California
$2K – – –
WWM
1123
Wagner Wealth Management
South Carolina
$2K – – –
SSC
1124
Syverson Strege & Co
Iowa
$2K +$1.2K +12 +150%
TWP
1125
TFO Wealth Partners
Ohio
$2K +$2K +26 New
43 44
45
46 47