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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 %
FG
576
Fiduciary Group
Georgia
$510K -$613K -9,814 -55%
MFG
577
Merit Financial Group
Georgia
$505K -$14.3K -230 -3%
EP
578
Eudaimonia Partners
Tennessee
$505K +$310K +4,962 +159%
FCT
579
Family Capital Trust
Massachusetts
$499K -$822K -13,184 -62%
OIA
580
OneDigital Investment Advisors
Kansas
$495K -$25.8K -413 -5%
GAAM
581
Guinness Atkinson Asset Management
California
$495K – – –
1SB
582
1ST Source Bank
Indiana
$494K -$27.7K -443 -5%
CC
583
Chicago Capital
Illinois
$492K +$1.69K +27 +0.3%
AMIM
584
Aull & Monroe Investment Management
Alabama
$486K -$46.8K -750 -9%
MC
585
Moors & Cabot
Massachusetts
$485K -$26.6K -426 -5%
PA
586
Pinnacle Associates
New York
$483K -$59.4K -951 -11%
IGGA
587
Iron Gate Global Advisors
Utah
$483K +$8.31K +133 +2%
CB
588
Community Bank
New York
$478K -$44.4K -711 -8%
PPW
589
Parcion Private Wealth
Washington
$476K -$34.1K -541 -7%
LC
590
Lincoln Capital
Nebraska
$476K +$207K +3,310 +77%
AF
591
Advisornet Financial
Minnesota
$472K +$25K +400 +6%
FHB
592
First Hawaiian Bank
Hawaii
$471K -$114K -1,827 -19%
SNBOSD
593
Security National Bank of So Dak
Iowa
$465K -$3.12K -50 -0.7%
PA
594
Parallel Advisors
California
$465K +$10.4K +167 +2%
AAM
595
Ascension Asset Management
New York
$463K +$463K +7,413 New
DCM
596
Donaldson Capital Management
Indiana
$462K -$116K -1,857 -20%
BRWA
597
B. Riley Wealth Advisors
Florida
$462K +$109K +1,789 +31%
EHC
598
Everett Harris & Co
California
$461K -$33.5K -537 -7%
TTWM
599
TCV Trust & Wealth Management
Virginia
$459K -$7.8K -125 -2%
QI
600
Qtron Investments
Massachusetts
$453K +$195K +3,119 +75%
22 23
24
25 26