Otis Worldwide
OTIS
1,135 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, 333 increasing their positions, 481 reducing their positions, and 95 closing their positions.
26% more call options, than puts
Call options by funds: $83M | Put options by funds: $65.7M
25% more funds holding in top 10
Funds holding in top 10: 12 → 15 (+3)
21% more first-time investments, than exits
New positions opened: 115 | Existing positions closed: 95
14% more capital invested
Capital invested by funds: $25.4B → $29B (+$3.62B)
1% more funds holding
Funds holding: 1,127 → 1,135 (+8)
3.62% less ownership
Funds ownership: 86.45% → 82.83% (-3.6%)
31% less repeat investments, than reductions
Existing positions increased: 333 | Existing positions reduced: 481
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$280M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$184M |
| 3 |
Goldman Sachs
New York
|
+$169M |
| 4 |
Janus Henderson Group
London,
United Kingdom
|
+$111M |
| 5 |
EC
Eminence Capital
New York
|
+$91M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
-$809M |
| 2 |
Viking Global Investors
Stamford,
Connecticut
|
-$468M |
| 3 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$420M |
| 4 |
HSBC Holdings
London,
United Kingdom
|
-$114M |
| 5 |
OAC
OMERS Administration Corp
Toronto,
Ontario, Canada
|
-$92.8M |
OTIS Hedge Fund Activity: Q2 2021 in Review
1,135 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Otis Worldwide (OTIS) for Q2 2021, worth a combined $29B — up 14% from $25.4B a quarter earlier.
Buyers outnumbered sellers: 115 funds opened new OTIS positions and 95 closed out — a net gain of 20 holders — while 333 added to existing stakes and 481 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $280M. The largest seller was State Street, cutting an estimated $809M.
- 1,135 institutional investors held Otis Worldwide (OTIS) as of Q2 2021, up from 1,127 in Q1 2021.
- Funds reported $29B of Otis Worldwide stock for Q2 2021, up 14% quarter-over-quarter.
- 115 funds opened new Otis Worldwide positions in Q2 2021 and 95 closed out, a net change of +20 holders.
- The largest Otis Worldwide buyer in Q2 2021 was Fidelity Investments, an estimated $280M added.
- The largest Otis Worldwide seller in Q2 2021 was State Street, an estimated $809M sold.
Based on aggregated 13F filings for Q2 2021.