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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 %
JAFL
476
Jay A. Fishman Ltd
Michigan
$844K -$23.4K -375 -3%
OC
477
Oppenheimer & Co
New York
$842K -$178K -2,847 -17%
GT
478
Glenview Trust
Kentucky
$841K -$144K -2,303 -15%
LD
479
Lipe & Dalton
New York
$824K -$38.6K -619 -4%
CI
480
Cigna Investments
Connecticut
$817K -$510K -8,170 -38%
BS
481
Banco Santander
Spain
$812K – – –
NSEDCP
482
NJ State Employees Deferred Compensation Plan
New Jersey
$812K – – –
IIM
483
Ironwood Investment Management
Massachusetts
$809K +$16.9K +271 +2%
DC
484
Davenport & Co
Virginia
$788K -$62.9K -1,009 -7%
RC
485
RegentAtlantic Capital
New Jersey
$785K -$46.7K -749 -6%
Mirae Asset Global Investments
486
Mirae Asset Global Investments
South Korea
$782K -$144K -2,314 -16%
CTC
487
Central Trust Company
Missouri
$781K -$491K -7,868 -39%
SB
488
Simmons Bank
Arkansas
$775K -$12.5K -201 -2%
LRPA
489
L. Roy Papp & Associates
Arizona
$768K -$61.5K -986 -7%
HL
490
HeadInvest LLC
Maine
$761K -$109K -1,745 -13%
AIM
491
Aigen Investment Management
New York
$761K +$761K +12,194 New
CG
492
Colony Group
Massachusetts
$760K -$43.8K -701 -5%
MHIC
493
Marble Harbor Investment Counsel
Massachusetts
$757K +$3.31K +53 +0.4%
Northwestern Mutual Wealth Management
494
Northwestern Mutual Wealth Management
Wisconsin
$752K -$55.2K -883 -7%
1832 Asset Management
495
1832 Asset Management
Ontario, Canada
$751K – – –
TBA
496
Tower Bridge Advisors
Pennsylvania
$743K -$247K -3,957 -25%
FCCM
497
First City Capital Management
Georgia
$742K +$356K +5,430 +92%
ABC
498
Associated Banc-Corp
Wisconsin
$731K -$149K -2,394 -17%
Rafferty Asset Management
499
Rafferty Asset Management
New York
$727K +$727K +11,649 New
JWBC
500
J.W. Burns & Co
New York
$715K -$121K -1,940 -14%
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