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Otis Worldwide
OTIS

Overview Fund Activity

1,107 hedge funds and large institutions have $23B invested in Otis Worldwide in 2020 Q3 according to their latest regulatory filings, with 113 funds opening new positions, 257 increasing their positions, 570 reducing their positions, and 124 closing their positions.

Holders
1,107
Holders Change
-17
Holders Change %
-1.51%
% of All Funds
22.4%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.3%
New
113
Increased
257
Reduced
570
Closed
124
Calls
$28.1M
Puts
$8.65M
Net Calls
+$19.5M
Net Calls Change
+$11.1M

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$564M
2
Viking Global Investors
2
Viking Global Investors
Connecticut
$187M
3
Los Angeles Capital Management
3
Los Angeles Capital Management
California
$189M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$87.5M
5
CVA
5
Ceredex Value Advisors
Florida
$120M

Top Sellers

1
CS
1
Credit Suisse
Switzerland
$418M
2
Adage Capital Partners
2
Adage Capital Partners
Massachusetts
$64.6M
3
Franklin Resources
3
Franklin Resources
California
$46.3M
4
Citadel Advisors
4
Citadel Advisors
Florida
$3.7M
5
BAM
5
Burgundy Asset Management
Ontario, Canada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BF
326
BOK Financial
Oklahoma
$2.34M 37,460 +20,280 +118%
SAM
327
Securian Asset Management
Minnesota
$2.33M 37,249 -387 -1%
Nordea Investment Management
328
Nordea Investment Management
Sweden
$2.32M 36,660 -27,642 -43%
CNC
329
Canandaigua National Corp
New York
$2.22M 35,637 -1,919 -5%
SC
330
Saturna Capital
Washington
$2.22M 35,604 -750 -2%
TF
331
TIAA FSB
Florida
$2.21M 35,398 -7,531 -18%
SIA
332
Sit Investment Associates
Minnesota
$2.21M 35,380 – –
ANTB
333
AMG National Trust Bank
Colorado
$2.2M 35,239 -960 -3%
II
334
IFM Investors
Australia
$2.16M 34,527 +4,102 +13%
GAM
335
Gotham Asset Management
New York
$2.14M 34,327 -37,630 -52%
NB
336
Norinchukin Bank
Japan
$2.13M 34,168 +455 +1%
EWM
337
Evercore Wealth Management
New York
$2.11M 33,831 -884 -3%
ACA
338
Aptus Capital Advisors
Alabama
$2.1M 33,689 -8,651 -20%
WMSA
339
Weiss Multi-Strategy Advisers
New York
$2.1M 33,625 -117,624 -78%
BC
340
Bartlett & Co
Ohio
$2.1M 33,595 -5,175 -13%
BCWM
341
Bartlett & Co Wealth Management
Ohio
$2.1M 33,595 -5,175 -13%
TNB
342
TCF National Bank
South Dakota
$2.09M 33,392 +33,392 New
CCM
343
Cohen Capital Management
California
$2.08M 33,242 – –
OPERF
344
Oregon Public Employees Retirement Fund
Oregon
$2.06M 32,991 -2,872 -8%
SPIA
345
Steward Partners Investment Advisory
New York
$2.04M 32,720 -11,310 -26%
ED
346
Exane Derivatives
France
$2.01M 32,165 +1,143 +4%
AAM
347
Advisors Asset Management
Colorado
$2M 32,019 -10,136 -24%
BFM
348
Boothbay Fund Management
New York
$1.99M 31,931 +11,265 +55%
FCMC
349
Founders Capital Management (Connecticut)
Connecticut
$1.99M 31,848 -559 -2%
SMI
350
Shelter Mutual Insurance
Missouri
$1.95M 31,200 – –
12 13
14
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