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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 %
AIA
1176
Avalon Investment & Advisory
Texas
– -$353K -5,162 Closed
SFS
1177
Sowell Financial Services
Arkansas
– -$383K -4,893 Closed
GAM
1178
Gotham Asset Management
New York
– -$314K -4,590 Closed
IA
1179
IFG Advisory
Georgia
– -$305K -4,465 Closed
RGC
1180
Roberts, Glore & Co
Illinois
– -$304K -4,442 Closed
WANY
1181
Wealthspire Advisors (New York)
New York
– -$298K -4,359 Closed
LOAME
1182
Lombard Odier Asset Management (Europe)
United Kingdom
– -$280K -4,097 Closed
TSS
1183
Two Sigma Securities
New York
– -$277K -4,040 Closed
DFA
1184
Delta Financial Advisors
Louisiana
– -$268K -3,908 Closed
FNB
1185
Farmers National Bank
Kentucky
– -$246K -3,595 Closed
CHAM
1186
Clear Harbor Asset Management
Connecticut
– -$225K -3,294 Closed
PPSG
1187
Princeton Portfolio Strategies Group
New Jersey
– -$224K -3,270 Closed
VF
1188
Virtu Financial
New York
– -$210K -3,064 Closed
UHC
1189
Union Heritage Capital
Michigan
– -$207K -3,030 Closed
AIC
1190
Ameritas Investment Company
Nebraska
– -$190K -2,771 Closed
IR
1191
IAT Reinsurance
New York
– -$188K -2,746 Closed
MLFP
1192
MPS Loria Financial Planners
Illinois
– -$151K -2,208 Closed
Parallax Volatility Advisers
1193
Parallax Volatility Advisers
California
– -$150K -2,192 Closed
WAP
1194
Wealthcare Advisory Partners
Pennsylvania
– -$144K -2,103 Closed
MWM
1195
Mascoma Wealth Management
New Hampshire
– -$100K -1,455 Closed
APWM
1196
Atlas Private Wealth Management
New York
– -$75K -1,094 Closed
GC
1197
Grace Capital
Massachusetts
– -$68K -1,000 Closed
KFA
1198
Kelleher Financial Advisors
New York
– -$55K -800 Closed
MWP
1199
Meridian Wealth Partners
Pennsylvania
– -$51K -744 Closed
IAIM
1200
International Assets Investment Management
Florida
– -$41K -612 Closed
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