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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.16B +$66.7M +758,994 +2%
BlackRock
2
BlackRock
New York
$3.02B +$121M +1,372,775 +4%
State Street
3
State Street
Massachusetts
$1.37B +$55.7M +632,956 +4%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.21B +$242M +2,749,257 +23%
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$897M -$14.1M -160,150 -1%
Fiera Capital (Canada)
6
Fiera Capital (Canada)
Quebec, Canada
$837M -$8.27M -94,094 -0.9%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$704M +$45.7M +520,103 +6%
Capital Research Global Investors
8
Capital Research Global Investors
California
$605M +$75K +853 +0%
AllianceBernstein
9
AllianceBernstein
Tennessee
$589M -$3.47M -39,413 -0.5%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$583M +$3.41M +38,736 +0.5%
Invesco
11
Invesco
Georgia
$509M +$4.34M +49,325 +0.8%
BCF
12
BLS Capital Fondsmaeglerselskab
Denmark
$474M +$49M +557,025 +11%
Dodge & Cox
13
Dodge & Cox
California
$471M -$45.2M -514,457 -8%
Northern Trust
14
Northern Trust
Illinois
$396M +$22.5M +256,041 +6%
AC
15
AKO Capital
United Kingdom
$395M -$14.5M -165,052 -3%
DVI
16
Deccan Value Investors
Connecticut
$376M -$9.11M -103,600 -2%
Bank of America
17
Bank of America
North Carolina
$345M +$1.85M +21,057 +0.5%
Norges Bank
18
Norges Bank
Norway
$328M -$132M -1,499,133 -27%
SP
19
Sarasin & Partners
United Kingdom
$287M +$6.08M +69,140 +2%
ClearBridge Investments
20
ClearBridge Investments
New York
$285M +$1.98M +22,515 +0.7%
Boston Partners
21
Boston Partners
Massachusetts
$272M -$1.74M -19,841 -0.6%
CIBC Private Wealth Group
22
CIBC Private Wealth Group
Georgia
$269M +$2.33M +26,488 +0.8%
Legal & General Group
23
Legal & General Group
United Kingdom
$254M +$4.34M +49,355 +2%
VAM
24
Vontobel Asset Management
New York
$247M -$119M -1,349,631 -32%
Los Angeles Capital Management
25
Los Angeles Capital Management
California
$246M +$1.67M +18,947 +0.6%

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.