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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 %
LFAS
1176
Level Four Advisory Services
Texas
– -$216K -2,642 Closed
CNBTD
1177
Citizens National Bank Trust Department
Mississippi
– -$215K -2,625 Closed
GWM
1178
GSB Wealth Management
Connecticut
– -$211K -2,580 Closed
FAM
1179
Formidable Asset Management
Ohio
– -$200K -2,361 Closed
BFA
1180
Brendel Financial Advisors
New Hampshire
– -$108K -1,319 Closed
EBSAM
1181
Eubel Brady & Suttman Asset Management
Ohio
– -$41K -599 Closed
IP
1182
Isthmus Partners
Wisconsin
– -$47K -576 Closed
RDWM
1183
Red Door Wealth Management
Tennessee
– -$46K -568 Closed
VanEck Associates
1184
VanEck Associates
New York
– -$32K -389 Closed
KFP
1185
KB Financial Partners
New Jersey
– -$32K -387 Closed
CLOS
1186
Compagnie Lombard Odier SCmA
Switzerland
– -$25K -307 Closed
FI
1187
Financial Insights
Washington
– -$236K -289 Closed
SWG
1188
Summit Wealth Group
Vermont
– -$20K -249 Closed
FQ
1189
First Quadrant
California
– -$17K -211 Closed
SB
1190
Strategic Blueprint
Georgia
– -$16K -197 Closed
PGWM
1191
Parisi Gray Wealth Management
New Jersey
– -$16K -192 Closed
PA
1192
Perennial Advisors
New York
– -$15K -180 Closed
PWP
1193
Personal Wealth Partners
Minnesota
– -$12K -143 Closed
FFG
1194
Ford Financial Group
California
– -$10K -132 Closed
MFT
1195
Moisand Fitzgerald Tamayo
Florida
– -$11K -130 Closed
POIA
1196
Pin Oak Investment Advisors
Texas
– -$10K -120 Closed
HCM
1197
Horrell Capital Management
Arkansas
– -$7K -86 Closed
TC
1198
Trust Company
Kansas
– -$4K -54 Closed
PWS
1199
Paragon Wealth Strategies
Florida
– -$2K -25 Closed
FPW
1200
Flagship Private Wealth
Massachusetts
– -$1.93K -23 Closed
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