We are live on ! Find out more
OTIS icon

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
Canada Pension Plan Investment Board
101
Canada Pension Plan Investment Board
Ontario, Canada
$38.2M +$19.9M +226,529 +95%
TIM
102
Thornburg Investment Management
New Mexico
$38M +$383K +4,356 +1%
Alyeska Investment Group
103
Alyeska Investment Group
Illinois
$37.9M +$40.5M +460,939 New
Voloridge Investment Management
104
Voloridge Investment Management
Florida
$37.8M +$8.3M +94,405 +26%
Bank of Montreal
105
Bank of Montreal
Ontario, Canada
$36.6M -$10.3M -116,948 -21%
New York State Teachers Retirement System (NYSTRS)
106
New York State Teachers Retirement System (NYSTRS)
New York
$36.4M -$742K -8,433 -2%
Allianz Asset Management
107
Allianz Asset Management
Germany
$36.2M -$20.5M -232,638 -35%
Citadel Advisors
108
Citadel Advisors
Florida
$35.4M +$37.8M +429,987 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
109
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$35M -$1.32M -15,000 -3%
APG Asset Management
110
APG Asset Management
Netherlands
$34.2M -$8.91M -101,290 -17%
Teacher Retirement System of Texas
111
Teacher Retirement System of Texas
Texas
$32.1M +$14.6M +165,801 +74%
CS
112
Candriam SCA
Luxembourg
$30.6M +$7.9M +89,827 +32%
Victory Capital Management
113
Victory Capital Management
Texas
$30.3M +$1.26M +14,378 +4%
VNIM
114
Vaughan Nelson Investment Management
Texas
$29.7M +$534K +6,072 +2%
BPC
115
Banque Pictet & Cie
Switzerland
$29M +$12.3M +140,005 +66%
MSR
116
Main Street Research
Connecticut
$29M +$525K +5,972 +2%
Canada Life
117
Canada Life
Manitoba, Canada
$28.6M +$1.76M +19,962 +6%
WF
118
Welch & Forbes
Massachusetts
$27.9M -$591K -6,724 -2%
Ameriprise
119
Ameriprise
Minnesota
$27.6M -$2.62M -29,766 -8%
NLGIA
120
Nippon Life Global Investors Americas
New York
$27.1M -$561K -6,380 -2%
Bank of Nova Scotia
121
Bank of Nova Scotia
Ontario, Canada
$26.8M +$18.3M +208,478 +177%
CCMG
122
Clark Capital Management Group
Pennsylvania
$26.6M +$921K +10,477 +3%
CWM
123
Connecticut Wealth Management
Connecticut
$25.7M -$28.3K -322 -0.1%
MSV
124
MN Services Vermogensbeheer
Netherlands
$25.2M +$404K +4,600 +2%
PWLP
125
Prio Wealth Limited Partnership
Massachusetts
$24.1M +$635K +7,222 +3%

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.