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Otis Worldwide
OTIS

Overview Fund Activity

1,124 hedge funds and large institutions have $21B invested in Otis Worldwide in 2020 Q2 according to their latest regulatory filings, with 1,098 funds opening new positions, 15 increasing their positions, 7 reducing their positions, and 8 closing their positions.

Holders
1,124
Holders Change
+1,090
Holders Change %
+3,205.88%
% of All Funds
23.1%
Holding in Top 10
16
Holding in Top 10 Change
+16
Holding in Top 10 Change %
%
% of All Funds
0.33%
New
1,098
Increased
15
Reduced
7
Closed
8
Calls
$42.6M
Puts
$34.3M
Net Calls
+$8.36M
Net Calls Change
+$8.41M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.22B
2
State Street
2
State Street
Massachusetts
$1.99B
3
BlackRock
3
BlackRock
New York
$1.83B
4
CS
4
Credit Suisse
Switzerland
$576M
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$695M

Top Sellers

1
HC
1
HNP Capital
New York
$0
2
EIP
2
Easterly Investment Partners
Massachusetts
$0
3
BAS
3
Brown Advisory Securities
Maryland
$651K
4
CCM
4
CAAS Capital Management
New York
$0
5
VFA
5
Valeo Financial Advisors
Indiana
$446K
Name Market Value Shares Shares
Change 		Shares
Change %
BIM
326
Bogle Investment Management
Massachusetts
$2.28M 40,019 +40,019 New
DP
327
Dearborn Partners
Illinois
$2.25M 39,537 +39,537 New
MIM
328
Martin Investment Management
Florida
$2.25M 39,485 +39,485 New
BCWM
329
Bartlett & Co Wealth Management
Ohio
$2.2M 38,770 +38,770 New
BC
330
Bartlett & Co
Ohio
$2.2M 38,770 +38,770 New
AWAM
331
Appian Way Asset Management
New York
$2.2M 38,727 +38,727 New
WorldQuant Millennium Advisors
332
WorldQuant Millennium Advisors
New York
$2.19M 38,514 +38,514 New
WC
333
Woodstock Corp
Massachusetts
$2.17M 38,116 +38,116 New
Luther King Capital Management (LKCM)
334
Luther King Capital Management (LKCM)
Texas
$2.15M 37,770 +37,770 New
SAM
335
Securian Asset Management
Minnesota
$2.14M 37,636 +37,636 New
BC
336
Burney Company
Virginia
$2.14M 37,625 +37,625 New
CNC
337
Canandaigua National Corp
New York
$2.14M 37,556 +37,556 New
TRSOTSOK
338
Teachers Retirement System of the State of Kentucky
Kentucky
$2.14M 37,557 +37,557 New
SIC
339
Salem Investment Counselors
North Carolina
$2.12M 37,205 +37,205 New
FDCDDQ
340
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.08M 36,565 +36,565 New
GI
341
GAMCO Investors
Connecticut
$2.08M 36,499 +36,499 New
SC
342
Saturna Capital
Washington
$2.07M 36,354 +604 +2%
ANTB
343
AMG National Trust Bank
Colorado
$2.06M 36,199 +36,199 New
PAG
344
Private Advisor Group
New Jersey
$2.06M 36,160 +36,160 New
OPERF
345
Oregon Public Employees Retirement Fund
Oregon
$2.04M 35,863 +35,863 New
LBC
346
Lowe Brockenbrough & Co
Virginia
$2.03M 35,730 +35,730 New
MCM
347
MAI Capital Management
Ohio
$2.03M 35,703 +35,703 New
SIA
348
Sit Investment Associates
Minnesota
$2.01M 35,380 +35,380 New
Verition Fund Management
349
Verition Fund Management
Connecticut
$2M 35,221 +35,221 New
EWM
350
Evercore Wealth Management
New York
$1.97M 34,715 +34,715 New
12 13
14
15 16