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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 %
AMIM
576
Aull & Monroe Investment Management
Alabama
$486K +$486K +8,538 New
BST
577
Bath Savings Trust
Maine
$485K +$485K +8,537 New
AAS
578
Avantax Advisory Services
Texas
$482K +$482K +8,543 New
NMIFOAC
579
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$480K +$480K +8,433 New
CB
580
Community Bank
New York
$476K +$476K +8,367 New
OIA
581
OneDigital Investment Advisors
Kansas
$475K +$475K +8,351 New
1SB
582
1ST Source Bank
Indiana
$475K +$475K +8,356 New
CSS
583
Cubist Systematic Strategies
Connecticut
$473K +$473K +8,310 New
MFG
584
Merit Financial Group
Georgia
$473K +$473K +8,327 New
MC
585
Moors & Cabot
Massachusetts
$470K +$470K +8,201 New
BFM
586
Boston Financial Management
Massachusetts
$469K +$469K +8,244 New
HIM
587
Harbour Investment Management
Washington
$469K +$469K +8,256 New
BFA
588
Benedict Financial Advisors
Georgia
$467K +$467K +8,212 New
CCM
589
Compton Capital Management
Rhode Island
$466K +$466K +8,202 New
FQ
590
First Quadrant
California
$465K +$465K +8,175 New
NAMP
591
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$462K +$462K +8,130 New
PPW
592
Parcion Private Wealth
Washington
$460K +$460K +8,085 New
WCM
593
Whitener Capital Management
North Carolina
$459K +$459K +8,077 New
EHC
594
Everett Harris & Co
California
$451K +$451K +7,924 New
GAAM
595
Guinness Atkinson Asset Management
California
$451K +$451K +7,928 New
KIA
596
KCM Investment Advisors
California
$450K +$450K +7,918 New
CC
597
Chicago Capital
Illinois
$447K +$447K +7,857 New
VFA
598
Valeo Financial Advisors
Indiana
$446K -$458K -8,061 -51%
VAS
599
Vestmark Advisory Solutions
Massachusetts
$445K +$445K +7,821 New
RMCM
600
Reynders McVeigh Capital Management
Massachusetts
$439K +$439K +7,718 New
22 23
24
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