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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 %
Tudor Investment Corp
151
Tudor Investment Corp
Connecticut
$15.7M – – –
Envestnet Asset Management
152
Envestnet Asset Management
Illinois
$15.6M +$478K +5,848 +3%
Asset Management One
153
Asset Management One
Japan
$15.6M -$221K -2,699 -1%
GAI
154
General American Investors
New York
$15.5M – – –
US Bancorp
155
US Bancorp
Minnesota
$15.4M -$468K -5,720 -3%
AC
156
Albar Capital
United Kingdom
$15.3M +$15.3M +187,444 New
CIC
157
Carnegie Investment Counsel
Ohio
$14.5M +$1.56M +19,124 +12%
Ensign Peak Advisors
158
Ensign Peak Advisors
Utah
$14.4M -$5.27M -64,433 -27%
RT
159
Rockland Trust
Massachusetts
$14.4M -$144K -1,766 -1%
TD Asset Management
160
TD Asset Management
Ontario, Canada
$14.1M +$502K +5,606 +4%
BMSSC
161
B. Metzler seel. Sohn & Co
Germany
$14M +$511K +6,246 +4%
VOYA Investment Management
162
VOYA Investment Management
Georgia
$14M +$267K +3,261 +2%
SEI Investments
163
SEI Investments
Pennsylvania
$13.9M +$3.76M +45,997 +37%
N
164
Natixis
France
$13.7M -$13.3M -163,074 -49%
M&T Bank
165
M&T Bank
New York
$13.7M -$486K -5,943 -3%
DIA
166
Davidson Investment Advisors
Montana
$13.7M -$69.2K -846 -0.5%
Aberdeen Group
167
Aberdeen Group
United Kingdom
$13.3M -$494K -6,047 -4%
FMW
168
Farr Miller & Washington
District of Columbia
$13.1M +$51.5K +630 +0.4%
CRM
169
Cramer Rosenthal McGlynn
Connecticut
$12.9M -$15.9M -194,432 -55%
UCFA
170
United Capital Financial Advisors
Texas
$12.8M -$184K -2,249 -1%
Treasurer of the State of North Carolina
171
Treasurer of the State of North Carolina
North Carolina
$12.8M +$508K +6,210 +4%
Royal London Asset Management
172
Royal London Asset Management
United Kingdom
$12.7M – – –
RFA
173
Reilly Financial Advisors
California
$12.7M -$1.89M -23,157 -13%
MA
174
MUFG Americas
New York
$12.4M +$459K +5,618 +4%
Mitsubishi UFJ Asset Management
175
Mitsubishi UFJ Asset Management
Japan
$12.4M +$1.33M +16,314 +12%
5 6
7
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