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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
Amundi
126
Amundi
France
$23.8M -$6.65M -75,672 -21%
RG
127
Rathbones Group
United Kingdom
$23.1M +$2.89M +32,886 +13%
RJA
128
Raymond James & Associates
Florida
$22.1M +$157K +1,783 +0.7%
Chevy Chase Trust
129
Chevy Chase Trust
Maryland
$21.8M +$439K +4,990 +2%
Mitsubishi UFJ Trust & Banking
130
Mitsubishi UFJ Trust & Banking
Japan
$21.7M -$2.21M -25,109 -9%
LPU
131
Lansdowne Partners (UK)
United Kingdom
$20.6M -$9.12M -103,726 -29%
MLL
132
Moody Lynn & Lieberson
Massachusetts
$20.5M -$343K -3,901 -2%
Ohio Public Employees Retirement System (OPERS)
133
Ohio Public Employees Retirement System (OPERS)
Ohio
$20.5M -$255K -2,896 -1%
MCM
134
MAI Capital Management
Ohio
$20.4M +$1.28M +14,604 +6%
DekaBank Deutsche Girozentrale
135
DekaBank Deutsche Girozentrale
Germany
$19.9M -$58.3M -663,166 -74%
RCW
136
Rheos Capital Works
Japan
$19.9M +$2.2M +25,000 +12%
Public Sector Pension Investment Board (PSP Investments)
137
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$19.7M -$13.8M -157,260 -40%
State of New Jersey Common Pension Fund D
138
State of New Jersey Common Pension Fund D
New Jersey
$19.3M -$483K -5,497 -2%
N
139
Natixis
France
$19.2M +$5.8M +65,967 +39%
Skandinaviska Enskilda Banken (SEB)
140
Skandinaviska Enskilda Banken (SEB)
Sweden
$18.7M +$2.56M +29,116 +15%
Citigroup
141
Citigroup
New York
$18.6M -$10.8M -122,434 -35%
LCAM
142
London & Capital Asset Management
United Kingdom
$17.9M +$2M +22,785 +12%
Axa
143
Axa
France
$17.5M +$505K +5,744 +3%
CSS
144
Cubist Systematic Strategies
Connecticut
$17.2M +$8.84M +100,577 +93%
ERSOT
145
Employees Retirement System of Texas
Texas
$17.1M -$6.02M -68,420 -25%
Envestnet Asset Management
146
Envestnet Asset Management
Illinois
$16.8M +$1.18M +13,464 +7%
BTCPP
147
Border to Coast Pensions Partnership
United Kingdom
$16.8M
ACI
148
AMP Capital Investors
Australia
$16.6M -$5.17M -58,781 -23%
BMSSC
149
B. Metzler seel. Sohn & Co
Germany
$16.4M +$2.45M +27,850 +16%
AGA
150
Altrinsic Global Advisors
Connecticut
$16M -$620K -7,052 -4%

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.