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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 %
AP
526
Advisor Partners
California
$647K +$647K +11,372 New
HTHT
527
Hemenway Trust Hemenway Trust
New Hampshire
$646K +$646K +11,362 New
SCM
528
Salem Capital Management
Massachusetts
$641K +$641K +11,278 New
ATC
529
Argent Trust Co
Tennessee
$637K +$637K +11,196 New
CCT
530
Capital City Trust
Florida
$637K +$637K +11,197 New
CL
531
Choreo LLC
Illinois
$627K +$627K +11,026 New
JIC
532
Johnson Investment Counsel
Ohio
$627K +$627K +11,035 New
Barrow, Hanley, Mewhinney & Strauss
533
Barrow, Hanley, Mewhinney & Strauss
Texas
$626K +$626K +11,013 New
AC
534
Abbrea Capital
California
$625K +$625K +10,988 New
ONB
535
Old National Bancorp
Indiana
$620K +$620K +10,903 New
IEFM
536
IQ EQ Fund Management
Ireland
$619K +$619K +10,880 New
TPCW
537
TD Private Client Wealth
New York
$615K +$615K +10,821 New
AWM
538
AE Wealth Management
Kansas
$613K +$613K +10,773 New
IAS
539
IMA Advisory Services
Colorado
$613K +$613K +10,787 New
Carson Wealth (CWM LLC)
540
Carson Wealth (CWM LLC)
Nebraska
$611K – – –
UIM
541
USS Investment Management
United Kingdom
$604K +$604K +10,635 New
CIA
542
Choate Investment Advisors
Massachusetts
$593K +$593K +10,423 New
SBH
543
Segall Bryant & Hamill
Illinois
$587K +$587K +10,250 New
IRF
544
IBM Retirement Fund
New York
$585K +$585K +10,290 New
ARMT
545
Amica Retiree Medical Trust
Rhode Island
$580K +$580K +10,197 New
Mercer Global Advisors
546
Mercer Global Advisors
Colorado
$577K +$577K +10,150 New
PWM
547
Perigon Wealth Management
California
$574K -$11.5K -203 -2%
CCWA
548
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$574K +$574K +10,092 New
CIC
549
Canal Insurance Company
South Carolina
$569K +$569K +10,000 New
KRSITF
550
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$569K +$569K +10,012 New
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