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
Ensign Peak Advisors
201
Ensign Peak Advisors
Utah
$9.33M -$5.55M -63,113 -36%
Point72 Asset Management
202
Point72 Asset Management
Connecticut
$9.16M -$18.1M -205,547 -65%
Rockefeller Capital Management
203
Rockefeller Capital Management
New York
$8.99M +$457K +5,202 +5%
SOADOR
204
State of Alaska Department of Revenue
Alaska
$8.95M +$97.1K +1,104 +1%
SOMRS
205
State of Michigan Retirement System
Michigan
$8.82M -$44.3M -503,600 -82%
MHC
206
Meyer Handelman Company
New York
$8.71M
FAF
207
Fjarde Ap-fonden
Sweden
$8.68M -$1.02M -11,649 -10%
JMPWA
208
JP Morgan Private Wealth Advisors
California
$8.67M +$320K +3,641 +4%
First Manhattan
209
First Manhattan
New York
$8.57M -$419K -4,769 -4%
KeyBank National Association
210
KeyBank National Association
Ohio
$8.52M -$458K -5,214 -5%
NIPH
211
NN Investment Partners Holdings
Netherlands
$8.34M +$764K +8,686 +9%
BG
212
Bahl & Gaynor
Ohio
$8.31M +$1.93M +21,902 +28%
CM
213
Churchill Management
California
$8M +$8.55M +97,222 New
ECM
214
ExodusPoint Capital Management
New York
$7.99M +$7.27M +82,682 +573%
SIC
215
Schwartz Investment Counsel
Michigan
$7.98M
MIM
216
MetLife Investment Management
New Jersey
$7.93M +$252K +2,867 +3%
CIBC Asset Management
217
CIBC Asset Management
Ontario, Canada
$7.9M +$407K +4,626 +5%
BNP Paribas Asset Management
218
BNP Paribas Asset Management
France
$7.79M +$515K +5,855 +7%
DnB Asset Management
219
DnB Asset Management
Norway
$7.74M +$56.8K +646 +0.7%
DZ Bank
220
DZ Bank
Germany
$7.7M +$86.8K +987 +1%
Osaic Holdings
221
Osaic Holdings
Arizona
$7.51M -$15.6K -177 -0.2%
Truist Financial
222
Truist Financial
North Carolina
$7.51M -$79.8K -908 -1%
Janney Montgomery Scott
223
Janney Montgomery Scott
Pennsylvania
$7.5M +$334K +3,797 +4%
UIM
224
USS Investment Management
United Kingdom
$7.49M +$7.07M +80,352 +756%
CB
225
Commerce Bank
Missouri
$7.22M +$13K +148 +0.2%

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.