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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
TLCM
1126
Twin Lakes Capital Management
California
$2K
WWMSC
1127
Wagner Wealth Management (South Carolina)
South Carolina
$2K
SSC
1128
Syverson Strege & Co
Iowa
$2K +$1.05K +12 +150%
TWP
1129
TFO Wealth Partners
Ohio
$2K +$2.29K +26 New
Walleye Capital
1130
Walleye Capital
New York
$1.49K -$3.23M -36,783 -67%
BWL
1131
Bogart Wealth LLC
Virginia
$1K
GTAM
1132
Global Trust Asset Management
Florida
$1K
HFS
1133
HBC Financial Services
Washington
$1K
OAJ
1134
Ogorek Anthony Joseph
New York
$1K
TFGT
1135
TS Financial Group (TSFG)
Illinois
$1K
MGIM
1136
M&G Investment Management
United Kingdom
$212 -$69.3K -788 -23%
WIM
1137
Westside Investment Management
California
$16
EC
1138
Eminence Capital
New York
-$96.7M -1,182,487 Closed
RP
1139
Regal Partners
Australia
-$93.8M -1,147,136 Closed
HA
1140
HHLR Advisors
Cayman Islands
-$50.3M -614,556 Closed
SFM
1141
Soros Fund Management
New York
-$49.2M -601,513 Closed
SM
1142
Sunriver Management
Connecticut
-$24.1M -295,148 Closed
CRM
1143
Cramer Rosenthal McGlynn
Connecticut
-$12.9M -158,002 Closed
RFA
1144
Reilly Financial Advisors
California
-$12.7M -155,693 Closed
IP
1145
Interval Partners
New York
-$8.16M -99,751 Closed
SSA
1146
Schonfeld Strategic Advisors
New York
-$6.28M -76,830 Closed
DKCM
1147
Davidson Kempner Capital Management
New York
-$5.64M -68,920 Closed
Hudson Bay Capital Management
1148
Hudson Bay Capital Management
Connecticut
-$5.48M -67,000 Closed
CCP
1149
Cardan Capital Partners
Colorado
-$4.96M -60,606 Closed
WMSA
1150
Weiss Multi-Strategy Advisers
New York
-$3.78M -46,183 Closed

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.