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
CIC
151
Carnegie Investment Counsel
Ohio
$15.4M +$888K +10,104 +6%
Asset Management One
152
Asset Management One
Japan
$15.1M -$573K -6,517 -3%
Impax Asset Management Group
153
Impax Asset Management Group
United Kingdom
$15.1M +$15M +170,219 +1,287%
US Bancorp
154
US Bancorp
Minnesota
$15M -$568K -6,463 -3%
Qube Research & Technologies (QRT)
155
Qube Research & Technologies (QRT)
United Kingdom
$14.7M +$13M +148,212 +492%
VOYA Investment Management
156
VOYA Investment Management
Georgia
$14.3M +$242K +2,749 +2%
AAF
157
Andra AP-fonden
Sweden
$14.3M +$4.8M +54,600 +46%
DIA
158
Davidson Investment Advisors
Montana
$14.3M +$537K +6,110 +4%
RT
159
Rockland Trust
Massachusetts
$14.1M -$444K -5,052 -3%
Korea Investment Corp
160
Korea Investment Corp
South Korea
$14.1M +$2.91M +33,100 +24%
Mitsubishi UFJ Asset Management
161
Mitsubishi UFJ Asset Management
Japan
$14M +$1.7M +19,313 +13%
PP
162
Paloma Partners
Connecticut
$14M +$15M +170,426 New
PI
163
PineBridge Investments
New York
$14M -$12.8M -145,102 -46%
WorldQuant Millennium Advisors
164
WorldQuant Millennium Advisors
New York
$13.9M +$14.4M +163,601 +2,867%
CGI
165
Comgest Global Investors
France
$13.6M +$3.52M +40,051 +32%
SAM
166
Storebrand Asset Management
Norway
$13.4M +$224K +2,552 +2%
Treasurer of the State of North Carolina
167
Treasurer of the State of North Carolina
North Carolina
$13.3M +$455K +5,169 +3%
SEI Investments
168
SEI Investments
Pennsylvania
$13.2M -$881K -10,014 -6%
M&T Bank
169
M&T Bank
New York
$13.1M -$674K -7,661 -5%
GAI
170
General American Investors
New York
$13.1M -$2.64M -30,000 -16%
FMW
171
Farr Miller & Washington
District of Columbia
$13.1M -$74.9K -852 -0.5%
TD Asset Management
172
TD Asset Management
Ontario, Canada
$13.1M +$61.7K +702 +0.4%
Royal London Asset Management
173
Royal London Asset Management
United Kingdom
$12.9M +$85.1K +968 +0.6%
UCFA
174
United Capital Financial Advisors
Texas
$12.9M +$2.29K +26 +0%
SAM
175
Scopus Asset Management
New York
$12.8M +$2.63M +29,900 +24%

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.