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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 %
MA
551
Montag & Associates
Georgia
$578K -$31.2K -500 -5%
SCM
552
Shelton Capital Management
Colorado
$575K -$9.37K -150 -2%
MF
553
Magnetar Financial
Illinois
$564K +$564K +9,034 New
IG
554
ING Group
Netherlands
$562K +$562K +9,010 New
CNAM
555
Campbell Newman Asset Management
Wisconsin
$559K – – –
HCA
556
Harbour Capital Advisors
Virginia
$557K -$562 -9 -0.1%
OL
557
Optas LLC
Texas
$555K +$307K +4,932 +124%
ONB
558
Old National Bancorp
Indiana
$553K -$127K -2,037 -19%
AC
559
Allstate Corporation
Illinois
$553K +$295K +4,736 +115%
IC
560
IEQ Capital
California
$550K -$15.4K -246 -3%
MCM
561
McMillion Capital Management
North Carolina
$547K -$59K -945 -10%
WJWM
562
Williams Jones Wealth Management
New York
$546K +$1.31K +21 +0.2%
WC
563
Westhampton Capital
North Carolina
$543K -$58.5K -937 -10%
VAS
564
Vestmark Advisory Solutions
Massachusetts
$539K +$50.5K +809 +10%
ASN
565
Advisory Services Network
Georgia
$538K +$222K +3,565 +71%
FMB
566
Field & Main Bank
Kentucky
$535K -$69.8K -1,119 -12%
UR
567
USCA RIA
Texas
$531K +$55.7K +891 +12%
PFM
568
Parsec Financial Management
North Carolina
$530K -$3.01M -48,303 -85%
WT
569
Washington Trust
Rhode Island
$530K +$151K +2,416 +40%
SNT
570
Security National Trust
West Virginia
$528K -$358K -5,742 -40%
VI
571
Vestcor Inc
New Brunswick, Canada
$527K -$11.8K -189 -2%
NMIFOAC
572
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$526K – – –
CA
573
Cetera Advisors
Colorado
$522K -$33.8K -541 -6%
ACM
574
Ativo Capital Management
Illinois
$521K +$49.3K +790 +10%
Bank Julius Baer & Co
575
Bank Julius Baer & Co
Switzerland
$515K +$515K +8,248 New
21 22
23
24 25