Otis Worldwide
OTIS
1,129 hedge funds and large institutions have $25.5B invested in Otis Worldwide in 2021 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 328 increasing their positions, 527 reducing their positions, and 118 closing their positions.
82% more call options, than puts
Call options by funds: $39M | Put options by funds: $21.4M
1% more capital invested
Capital invested by funds: $25.3B → $25.5B (+$252M)
0.38% more ownership
Funds ownership: 86.43% → 86.81% (+0.38%)
3% less funds holding
Funds holding: 1,167 → 1,129 (-38)
24% less funds holding in top 10
Funds holding in top 10: 17 → 13 (-4)
24% less first-time investments, than exits
New positions opened: 90 | Existing positions closed: 118
38% less repeat investments, than reductions
Existing positions increased: 328 | Existing positions reduced: 527
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VAM
Vontobel Asset Management
New York
|
+$201M |
| 2 |
LCOV
London Company of Virginia
Richmond,
Virginia
|
+$160M |
| 3 |
BlackRock
New York
|
+$141M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$125M |
| 5 |
Boston Partners
Boston,
Massachusetts
|
+$97.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
-$459M |
| 2 |
JP Morgan Chase
New York
|
-$111M |
| 3 |
ProShare Advisors
Bethesda,
Maryland
|
-$105M |
| 4 |
Bank of New York Mellon
New York
|
-$101M |
| 5 |
CVA
Ceredex Value Advisors
Orlando,
Florida
|
-$96.1M |
OTIS Hedge Fund Activity: Q1 2021 in Review
1,129 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in Otis Worldwide (OTIS) for Q1 2021, worth a combined $25.5B — up 1% from $25.3B a quarter earlier.
Sellers outnumbered buyers: 118 funds closed out of OTIS and 90 opened new positions — a net loss of 28 holders — while 527 trimmed existing stakes and 328 added.
The largest buyer was Vontobel Asset Management, adding an estimated $201M. The largest seller was State Street, cutting an estimated $459M.
- 1,129 institutional investors held Otis Worldwide (OTIS) as of Q1 2021, down from 1,167 in Q4 2020.
- Funds reported $25.5B of Otis Worldwide stock for Q1 2021, up 1% quarter-over-quarter.
- 90 funds opened new Otis Worldwide positions in Q1 2021 and 118 closed out, a net change of -28 holders.
- The largest Otis Worldwide buyer in Q1 2021 was Vontobel Asset Management, an estimated $201M added.
- The largest Otis Worldwide seller in Q1 2021 was State Street, an estimated $459M sold.
Based on aggregated 13F filings for Q1 2021.