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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
BA
1151
Bridgewater Associates
Connecticut
-$3.58M -43,774 Closed
Holocene Advisors
1152
Holocene Advisors
New York
-$3.54M -43,340 Closed
BCM
1153
Bridgeway Capital Management
Texas
-$2.9M -35,475 Closed
XI
1154
XXEC Inc
Oklahoma
-$1.76M -21,536 Closed
ZIG
1155
Zurich Insurance Group
Switzerland
-$1.46M -17,800 Closed
QSS
1156
Quantitative Systematic Strategies
Florida
-$1.23M -15,056 Closed
DF
1157
Donoghue Forlines
Massachusetts
-$989K -12,097 Closed
IC
1158
Inscription Capital
Texas
-$946K -11,567 Closed
QC
1159
Quadrature Capital
United Kingdom
-$894K -10,933 Closed
SFA
1160
Sequoia Financial Advisors
Ohio
-$849K -10,381 Closed
B
1161
BP
United Kingdom
-$775K -9,487 Closed
LOAMS
1162
Lombard Odier Asset Management (Switzerland)
Switzerland
-$685K -8,378 Closed
FAIM
1163
Financial Advocates Investment Management
Washington
-$365K -7,985 Closed
SCM
1164
Stevens Capital Management
Pennsylvania
-$624K -7,629 Closed
LP
1165
LMR Partners
United Kingdom
-$615K -7,521 Closed
MSA
1166
Marino Stram & Associates
Massachusetts
-$491K -6,001 Closed
ACM
1167
Ativo Capital Management
Illinois
-$480K -5,864 Closed
EWA
1168
Exencial Wealth Advisors
Oklahoma
-$449K -5,487 Closed
SI
1169
Scharf Investments
California
-$440K -5,379 Closed
PBT
1170
Pictet Bank & Trust
Bahamas
-$376K -4,600 Closed
HF
1171
HRT Financial
New York
-$339K -4,151 Closed
BS
1172
Boenning & Scattergood
Pennsylvania
-$322K -3,933 Closed
HTC
1173
Haverford Trust Company
Pennsylvania
-$275K -3,361 Closed
MC
1174
Machina Capital
France
-$270K -3,300 Closed
KOMWMG
1175
Kerntke Otto McGlone Wealth Management Group
Wisconsin
-$226K -2,765 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.