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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 %
BG
501
Bollard Group
Massachusetts
$713K -$9.05K -145 -1%
RMC
502
Resources Management Corp
Connecticut
$712K -$109K -1,753 -13%
CFMC
503
Curbstone Financial Management Corp
New Hampshire
$712K -$31.1K -498 -4%
GL
504
Graypoint LLC
New York
$706K -$266K -4,258 -27%
BAS
505
Brown Advisory Securities
Maryland
$688K -$20.2K -324 -3%
WDA
506
Wendell David Associates
New Hampshire
$685K -$525K -8,408 -43%
PP
507
Patten & Patten
Tennessee
$684K -$48.6K -779 -7%
AC
508
Abbrea Capital
California
$683K -$2.93K -47 -0.4%
AAS
509
Avantax Advisory Services
Texas
$682K +$152K +2,446 +29%
IEFM
510
IQ EQ Fund Management
Ireland
$679K – – –
JIC
511
Johnson Investment Counsel
Ohio
$677K -$11.5K -184 -2%
GTCM
512
Gyon Technologies Capital Management
New Jersey
$677K +$677K +10,850 New
AP
513
Advisor Partners
California
$676K -$33.6K -539 -5%
JWCA
514
J.W. Cole Advisors
Florida
$675K +$675K +10,814 New
ECM
515
Everence Capital Management
Indiana
$674K +$674K +10,790 New
IAS
516
IMA Advisory Services
Colorado
$671K -$2.37K -38 -0.4%
ATC
517
Argent Trust Co
Tennessee
$670K -$28.9K -463 -4%
IMOV
518
Investment Management of Virginia
Virginia
$668K -$64.1K -1,027 -9%
PWW
519
Pettyjohn Wood & White
Virginia
$667K -$276K -4,428 -29%
KRSITF
520
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$666K +$41.4K +664 +7%
UIM
521
USS Investment Management
United Kingdom
$663K – – –
RIM
522
Redpoint Investment Management
Australia
$662K -$784K -12,548 -54%
FNFDCM
523
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$659K -$63.7K -1,021 -9%
CSS
524
Cubist Systematic Strategies
Connecticut
$658K +$139K +2,231 +27%
SDIC
525
South Dakota Investment Council
South Dakota
$652K -$855K -13,694 -57%
19 20
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