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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
NFSG
1101
Newbridge Financial Services Group
Florida
$4K -$26.4K -300 -86%
APWA
1102
Atlas Private Wealth Advisors
New Jersey
$4K
EIP
1103
Ellis Investment Partners
Pennsylvania
$4K
IBOK
1104
Independence Bank of Kentucky
Kentucky
$4K
ME
1105
McIlrath & Eck
Washington
$4K
TFA
1106
Toth Financial Advisory
Virginia
$4K
TC
1107
Truvestments Capital
Florida
$4K
CI Investments Inc
1108
CI Investments Inc
Ontario, Canada
$4K +$4.66K +53 New
GFPC
1109
Global Financial Private Client
Florida
$3.05K
CFO
1110
CVA Family Office
Colorado
$3K -$22.9K -261 -83%
FMP
1111
Financial Management Professionals
Texas
$3K -$264 -3 -9%
BDS
1112
Banco de Sabadell
Florida
$3K
BAM
1113
Barrett Asset Management
New York
$3K
CCM
1114
Cribstone Capital Management
Maine
$3K
TCM
1115
Tradewinds Capital Management
Washington
$3K
VNA
1116
Valley National Advisers
Pennsylvania
$3K
GKWIM
1117
Gerber Kawasaki Wealth & Investment Management
California
$3K +$264 +3 New
RG
1118
Retirement Group
California
$3K +$440 +5 New
BBHC
1119
Brown Brothers Harriman & Co
New York
$2.77K +$72.5K +824 +3%
AssetMark Inc
1120
AssetMark Inc
California
$2K -$2.81K -32 -63%
CCA
1121
Column Capital Advisors
Indiana
$2K -$176 -2 -9%
EARNEST Partners
1122
EARNEST Partners
Georgia
$2K
IWP
1123
IAG Wealth Partners
Wisconsin
$2K
PCFFS
1124
Pacific Center for Financial Services
California
$2K
TCM
1125
TD Capital Management
Tennessee
$2K

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.