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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 %
ZIG
1151
Zurich Insurance Group
Switzerland
– -$1.46M -17,800 Closed
QSS
1152
Quantitative Systematic Strategies
Florida
– -$1.23M -15,056 Closed
DF
1153
Donoghue Forlines
Massachusetts
– -$989K -12,097 Closed
IC
1154
Inscription Capital
Texas
– -$946K -11,567 Closed
QC
1155
Quadrature Capital
United Kingdom
– -$894K -10,933 Closed
SFA
1156
Sequoia Financial Advisors
Ohio
– -$849K -10,381 Closed
B
1157
BP
United Kingdom
– -$775K -9,487 Closed
LOAMS
1158
Lombard Odier Asset Management (Switzerland)
Switzerland
– -$685K -8,378 Closed
FAIM
1159
Financial Advocates Investment Management
Washington
– -$365K -7,985 Closed
SCM
1160
Stevens Capital Management
Pennsylvania
– -$624K -7,629 Closed
LP
1161
LMR Partners
United Kingdom
– -$615K -7,521 Closed
MSA
1162
Marino Stram & Associates
Massachusetts
– -$491K -6,001 Closed
ACM
1163
Ativo Capital Management
Illinois
– -$480K -5,864 Closed
EWA
1164
Exencial Wealth Advisors
Oklahoma
– -$449K -5,487 Closed
SI
1165
Scharf Investments
California
– -$440K -5,379 Closed
PBT
1166
Pictet Bank & Trust
Bahamas
– -$376K -4,600 Closed
HF
1167
HRT Financial
New York
– -$339K -4,151 Closed
BS
1168
Boenning & Scattergood
Pennsylvania
– -$322K -3,933 Closed
HTC
1169
Haverford Trust Company
Pennsylvania
– -$275K -3,361 Closed
MC
1170
Machina Capital
France
– -$270K -3,300 Closed
KOMWMG
1171
Kerntke Otto McGlone Wealth Management Group
Wisconsin
– -$226K -2,765 Closed
RWG
1172
Regal Wealth Group
California
– -$226K -2,763 Closed
CL
1173
Choreo LLC
Illinois
– -$223K -2,727 Closed
FFWA
1174
FRG Family Wealth Advisors
Washington
– -$219K -2,679 Closed
GTCM
1175
Gyon Technologies Capital Management
New Jersey
– -$216K -2,643 Closed
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