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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 %
BA
1126
Bellwether Advisors
Nebraska
$1K – – –
HWMA
1127
Heritage Wealth Management (Arizona)
Arizona
$1K +$1K +3 New
PMAS
1128
PNC Managed Account Solutions
Texas
$1K +$1K +15 New
GKIM
1129
GW&K Investment Management
Massachusetts
$1K +$1K +17 New
MGIM
1130
M&G Investment Management
United Kingdom
$276 +$276 +3,370 New
WIM
1131
Westside Investment Management
California
$16 – – –
Viking Global Investors
1132
Viking Global Investors
Connecticut
– -$468M -6,834,220 Closed
OAC
1133
OMERS Administration Corp
Ontario, Canada
– -$92.8M -1,355,919 Closed
Citadel Advisors
1134
Citadel Advisors
Florida
– -$75M -1,095,049 Closed
LCM
1135
Laurion Capital Management
New York
– -$61M -891,885 Closed
DLPIC
1136
Davide Leone & Partners Investment Company
United Kingdom
– -$43.5M -636,135 Closed
IM
1137
Islet Management
New York
– -$27.4M -400,000 Closed
MAMU
1138
Marathon Asset Management (UK)
United Kingdom
– -$25.7M -375,946 Closed
NC
1139
Nicholas Company
Wisconsin
– -$20.6M -300,935 Closed
CU
1140
CQS (US)
New York
– -$13.9M -202,492 Closed
AL
1141
Arnhold LLC
New York
– -$4.62M -67,527 Closed
Connor, Clark & Lunn Investment Management (CC&L)
1142
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$3.33M -48,686 Closed
TCM
1143
Teza Capital Management
Illinois
– -$2.25M -32,818 Closed
AI
1144
Atria Investments
North Carolina
– -$2.01M -29,332 Closed
AIM
1145
Aigen Investment Management
New York
– -$1.76M -25,686 Closed
AA
1146
AQR Arbitrage
Connecticut
– -$1.76M -25,656 Closed
SM
1147
Sciencast Management
New Jersey
– -$1.73M -24,959 Closed
BAM
1148
Blueshift Asset Management
New Jersey
– -$1.59M -23,201 Closed
YIH
1149
Y-Intercept (HK)
Hong Kong
– -$1.54M -22,023 Closed
AIMCA
1150
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
– -$1.42M -20,700 Closed
44 45
46
47 48