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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.

New
Increased
Maintained
Reduced
Closed
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
Bank of New York Mellon
New York
+$196M
2
Viking Global Investors
Viking Global Investors
Connecticut
+$187M
3
Los Angeles Capital Management
Los Angeles Capital Management
California
+$180M
4
Renaissance Technologies
Renaissance Technologies
New York
+$81.3M
5
CVA
Ceredex Value Advisors
Florida
+$75.1M

Top Sellers

1
CS
Credit Suisse
Switzerland
-$214M
2
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$167M
3
Franklin Resources
Franklin Resources
California
-$117M
4
Citadel Advisors
Citadel Advisors
Florida
-$89.6M
5
BAM
Burgundy Asset Management
Ontario, Canada
-$88.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
451
Shell Asset Management
Netherlands
$994K +$18.3K +294 +2%
WB
452
Webster Bank
Connecticut
$981K -$210K -3,371 -18%
WAM
453
World Asset Management
Michigan
$946K -$54.5K -873 -5%
PPCM
454
Pillar Pacific Capital Management
California
$938K -$191K -3,062 -17%
AF
455
Ally Financial
Michigan
$936K – – –
AUB
456
Atlantic Union Bankshares
Virginia
$934K -$69.8K -1,118 -7%
CIA
457
Covington Investment Advisors
Pennsylvania
$925K +$183K +2,930 +25%
SIC
458
Salem Investment Counselors
North Carolina
$919K -$1.4M -22,475 -60%
CCT
459
Chemung Canal Trust
New York
$908K -$379K -6,061 -29%
PIM
460
Penobscot Investment Management
Massachusetts
$899K -$198K -3,162 -18%
Wealthfront Advisers
461
Wealthfront Advisers
California
$895K -$278K -4,455 -24%
DSA
462
Davis Selected Advisers
Arizona
$895K -$4.43K -71 -0.5%
RPC
463
Rossmore Private Capital
Connecticut
$891K +$5.93K +95 +0.7%
CC
464
Courier Capital
New York
$876K -$728K -11,452 -45%
BUB
465
BBVA USA Bancshares
Texas
$876K -$492K -7,891 -36%
IRF
466
IBM Retirement Fund
New York
$875K +$233K +3,724 +36%
SC
467
Savant Capital
Illinois
$871K +$686 +11 +0.1%
Acadian Asset Management
468
Acadian Asset Management
Massachusetts
$870K +$124K +1,982 +17%
CAN
469
Cetera Advisor Networks
California
$868K -$35K -560 -4%
BFA
470
Bragg Financial Advisors
North Carolina
$863K -$598K -9,571 -41%
CFGS
471
Concourse Financial Group Securities
Alabama
$854K -$78.6K -1,260 -8%
MOS
472
MGO One Seven
Ohio
$853K -$59.8K -957 -7%
GAG
473
GM Advisory Group
New York
$853K – – –
EFS
474
Essex Financial Services
Connecticut
$853K +$126K +2,021 +17%
SI
475
Stephens Inc
Arkansas
$849K -$434K -6,958 -34%
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