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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
RWG
1176
Regal Wealth Group
California
-$226K -2,763 Closed
CL
1177
Choreo LLC
Illinois
-$223K -2,727 Closed
FFWA
1178
FRG Family Wealth Advisors
Washington
-$219K -2,679 Closed
GTCM
1179
Gyon Technologies Capital Management
New Jersey
-$216K -2,643 Closed
LFAS
1180
Level Four Advisory Services
Texas
-$216K -2,642 Closed
CNBTD
1181
Citizens National Bank Trust Department
Mississippi
-$215K -2,625 Closed
GWM
1182
GSB Wealth Management
Connecticut
-$211K -2,580 Closed
FAM
1183
Formidable Asset Management
Ohio
-$200K -2,361 Closed
BFA
1184
Brendel Financial Advisors
New Hampshire
-$108K -1,319 Closed
EBSAM
1185
Eubel Brady & Suttman Asset Management
Ohio
-$41K -599 Closed
IP
1186
Isthmus Partners
Wisconsin
-$47K -576 Closed
RDWM
1187
Red Door Wealth Management
Tennessee
-$46K -568 Closed
VanEck Associates
1188
VanEck Associates
New York
-$32K -389 Closed
KFP
1189
KB Financial Partners
New Jersey
-$32K -387 Closed
CLOS
1190
Compagnie Lombard Odier SCmA
Switzerland
-$27K -307 Closed
FI
1191
Financial Insights
Washington
-$236K -289 Closed
SWG
1192
Summit Wealth Group
Vermont
-$20K -249 Closed
FQ
1193
First Quadrant
California
-$17K -211 Closed
SB
1194
Strategic Blueprint
Georgia
-$16K -197 Closed
PGWM
1195
Parisi Gray Wealth Management
New Jersey
-$16K -192 Closed
PA
1196
Perennial Advisors
New York
-$15K -180 Closed
PWP
1197
Personal Wealth Partners
Minnesota
-$12K -143 Closed
FFG
1198
Ford Financial Group
California
-$10K -132 Closed
MFT
1199
Moisand Fitzgerald Tamayo
Florida
-$11K -130 Closed
POIA
1200
Pin Oak Investment Advisors
Texas
-$10K -120 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.