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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.

New
Increased
Maintained
Reduced
Closed
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
Vanguard Group
Pennsylvania
+$2.22B
2
State Street
State Street
Massachusetts
+$1.99B
3
BlackRock
BlackRock
New York
+$1.83B
4
CS
Credit Suisse
Switzerland
+$576M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$574M

Top Sellers

1
HC
HNP Capital
New York
-$1.29M
2
EIP
Easterly Investment Partners
Massachusetts
-$609K
3
BAS
Brown Advisory Securities
Maryland
-$601K
4
CCM
CAAS Capital Management
New York
-$532K
5
VFA
Valeo Financial Advisors
Indiana
-$458K
Name Holding Trade Value Shares
Change 		Shares
Change %
BHMP
501
Bardin Hill Management Partners
New York
$736K +$736K +12,948 New
Northwestern Mutual Wealth Management
502
Northwestern Mutual Wealth Management
Wisconsin
$734K +$734K +12,917 New
CG
503
Colony Group
Massachusetts
$732K +$732K +12,869 New
BCV
504
Banque Cantonale Vaudoise
Switzerland
$726K +$726K +12,777 New
VanEck Associates
505
VanEck Associates
New York
$724K +$724K +12,741 New
IIM
506
Ironwood Investment Management
Massachusetts
$722K +$722K +12,697 New
BC
507
Brinker Capital
Pennsylvania
$719K +$719K +12,640 New
SB
508
Simmons Bank
Arkansas
$717K +$717K +12,615 New
SC
509
SouthState Corp
Florida
$709K +$709K +12,472 New
MHIC
510
Marble Harbor Investment Counsel
Massachusetts
$686K +$686K +12,067 New
1832 Asset Management
511
1832 Asset Management
Ontario, Canada
$681K +$681K +11,950 New
Acadian Asset Management
512
Acadian Asset Management
Massachusetts
$680K +$680K +11,946 New
SWP
513
Stratos Wealth Partners
Ohio
$678K +$678K +11,921 New
CFMC
514
Curbstone Financial Management Corp
New Hampshire
$677K +$677K +11,900 New
CIA
515
Covington Investment Advisors
Pennsylvania
$676K +$676K +11,881 New
PP
516
Patten & Patten
Tennessee
$668K +$668K +11,745 New
CTA
517
Carillon Tower Advisers
Florida
$668K +$668K +11,750 New
IMOV
518
Investment Management of Virginia
Virginia
$667K +$667K +11,727 New
BIM
519
Bridges Investment Management
Nebraska
$666K +$666K +11,728 New
EFS
520
Essex Financial Services
Connecticut
$662K +$662K +11,650 New
BG
521
Bollard Group
Massachusetts
$658K +$658K +11,574 New
FNFDCM
522
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$658K +$658K +11,580 New
BAS
523
Brown Advisory Securities
Maryland
$651K -$601K -10,478 -48%
AIM
524
Achmea Investment Management
Netherlands
$649K +$649K +11,413 New
PP
525
Paloma Partners
Connecticut
$648K +$648K +11,399 New
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