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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
Susquehanna International Group
176
Susquehanna International Group
Pennsylvania
$12.7M +$6.7M +76,195 +97%
Aberdeen Group
177
Aberdeen Group
United Kingdom
$12.7M -$926K -10,530 -6%
MA
178
MUFG Americas
New York
$12.6M +$179K +2,034 +1%
VMPIC
179
Varma Mutual Pension Insurance Co
Finland
$12.3M
Zurich Cantonal Bank
180
Zurich Cantonal Bank
Switzerland
$12.3M -$35.7K -406 -0.3%
Retirement Systems of Alabama
181
Retirement Systems of Alabama
Alabama
$12.1M -$88.3K -1,004 -0.7%
Stifel Financial
182
Stifel Financial
Missouri
$11.9M -$261K -2,966 -2%
Commonwealth Equity Services
183
Commonwealth Equity Services
Massachusetts
$11.9M -$386K -4,395 -3%
WG
184
Winton Group
United Kingdom
$11.9M -$82.1K -934 -0.6%
TAM
185
Tocqueville Asset Management
New York
$11.6M -$508K -5,773 -4%
AIG
186
American International Group
New York
$11.6M +$387K +4,400 +3%
FAF
187
Första AP-fonden
Sweden
$11.3M +$2.65M +30,100 +28%
Tudor Investment Corp
188
Tudor Investment Corp
Connecticut
$11.3M -$4.84M -55,000 -29%
LPL Financial
189
LPL Financial
California
$10.9M +$222K +2,521 +2%
EAMA
190
EFG Asset Management (Americas)
Florida
$10.9M +$1.92M +21,787 +20%
Jane Street
191
Jane Street
New York
$10.9M +$11.3M +128,825 +4,052%
IMRF
192
Illinois Municipal Retirement Fund
Illinois
$10.1M +$4M +45,532 +59%
QT
193
Quantbot Technologies
New York
$10M +$10.7M +121,492 New
Lazard Asset Management
194
Lazard Asset Management
New York
$9.91M +$2M +22,798 +23%
AB
195
Amalgamated Bank
New York
$9.74M -$94.6K -1,076 -0.9%
AMI
196
Amica Mutual Insurance
Rhode Island
$9.57M
SGK
197
Steigerwald Gordon & Koch
Virginia
$9.51M +$584K +6,640 +6%
BFS
198
Bradley Foster & Sargent
Connecticut
$9.49M +$439K +4,997 +5%
MG
199
Markel Group
Virginia
$9.43M
ASRS
200
Arizona State Retirement System
Arizona
$9.35M -$153K -1,741 -2%

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.