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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 %
FNT
526
First National Trust
Pennsylvania
$652K -$361K -5,787 -36%
WSFS
527
Wilmington Savings Fund Society
Delaware
$640K -$390K -6,259 -38%
PWM
528
Perigon Wealth Management
California
$637K +$6.93K +111 +1%
DTL
529
Dynamic Technology Lab
Singapore
$636K +$636K +10,190 New
TPCW
530
TD Private Client Wealth
New York
$632K -$43.8K -702 -6%
BNP Paribas Asset Management
531
BNP Paribas Asset Management
France
$631K -$739K -11,826 -54%
SWP
532
Stratos Wealth Partners
Ohio
$631K -$114K -1,820 -15%
AWM
533
AE Wealth Management
Kansas
$630K -$42.9K -687 -6%
SBH
534
Segall Bryant & Hamill
Illinois
$625K -$9.97K -161 -2%
CIC
535
Canal Insurance Company
South Carolina
$625K – – –
BIM
536
Bridges Investment Management
Nebraska
$624K -$108K -1,726 -15%
BBVA
537
Banco Bilbao Vizcaya Argentaria
Spain
$624K +$15.4K +247 +3%
CIA
538
Choate Investment Advisors
Massachusetts
$623K -$27.3K -437 -4%
CCT
539
Capital City Trust
Florida
$618K -$80.9K -1,296 -12%
BB
540
Busey Bank
Illinois
$617K +$617K +9,881 New
SC
541
SouthState Corp
Florida
$611K -$168K -2,684 -22%
Carson Wealth (CWM LLC)
542
Carson Wealth (CWM LLC)
Nebraska
$611K – – –
AAM
543
Azzad Asset Management
Virginia
$611K +$611K +9,782 New
EM
544
ELCO Management
New York
$609K +$145K +2,325 +31%
S
545
Surevest
California
$602K -$235K -3,759 -28%
BCV
546
Banque Cantonale Vaudoise
Switzerland
$600K -$197K -3,162 -25%
SFA
547
Sequoia Financial Advisors
Ohio
$598K -$17.6K -282 -3%
TPWA
548
TRUE Private Wealth Advisors
Oregon
$590K -$17.8K -285 -3%
LWCFA
549
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$579K -$2.96M -47,480 -84%
GIM
550
Goelzer Investment Management
Indiana
$579K – – –
20 21
22
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