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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
1
Fidelity Investments
Massachusetts
$980M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$338M
3
Goldman Sachs
3
Goldman Sachs
New York
$253M
4
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$229M
5
EC
5
Eminence Capital
New York
$96.7M

Top Sellers

1
State Street
1
State Street
Massachusetts
$1.31B
2
Viking Global Investors
2
Viking Global Investors
Connecticut
$0
3
CS
3
Credit Suisse
Switzerland
$164M
4
HSBC Holdings
4
HSBC Holdings
United Kingdom
$42.1M
5
OAC
5
OMERS Administration Corp
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FP
1201
Fiduciary Planning
Florida
– -$34K -500 Closed
LTI
1202
Laffer Tengler Investments
Tennessee
– -$22.9K -335 Closed
AIM
1203
Arcadia Investment Management
Michigan
– -$17K -250 Closed
CL
1204
COWA LLC
Oklahoma
– -$16K -230 Closed
CAC
1205
Certified Advisory Corp
Florida
– -$15K -213 Closed
CIA
1206
Cascade Investment Advisors
Oregon
– -$14.1K -206 Closed
RWB
1207
RMR Wealth Builders
New Jersey
– -$13K -187 Closed
NEAM
1208
New England Asset Management
Connecticut
– -$9K -133 Closed
CG
1209
Cutler Group
California
– -$8K -124 Closed
NIC
1210
Northwest Investment Counselors
Oregon
– -$8K -124 Closed
BAMG
1211
Brand Asset Management Group
Missouri
– -$5K -75 Closed
MF
1212
Manchester Financial
California
– -$5K -70 Closed
PCA
1213
Providence Capital Advisors
North Carolina
– -$4K -54 Closed
AWC
1214
Abundance Wealth Counselors
Pennsylvania
– -$3K -50 Closed
GAM
1215
Grandview Asset Management
Pennsylvania
– -$3K -50 Closed
LF
1216
Lee Financial
Texas
– -$3K -50 Closed
MAM
1217
Marquette Asset Management
Minnesota
– -$3K -50 Closed
LWP
1218
Laurel Wealth Planning
Minnesota
– -$3K -43 Closed
WP
1219
WealthShield Partners
North Carolina
– -$2K -25 Closed
LS
1220
Leelyn Smith
Illinois
– -$1K -15 Closed
HWM
1221
HighMark Wealth Management
Minnesota
– -$1K -10 Closed
LAS
1222
Lloyd Advisory Services
Georgia
– -$1K -10 Closed
HFA
1223
Hoover Financial Advisors
Pennsylvania
– -$1K -7 Closed
45 46 47 48
49