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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 %
MPIA
601
Mountain Pacific Investment Advisers
Idaho
$436K +$436K +7,662 New
IGGA
602
Iron Gate Global Advisors
Utah
$435K +$435K +7,595 New
UR
603
USCA RIA
Texas
$433K +$433K +7,609 New
UB
604
UMB Bank
Missouri
$433K +$433K +7,618 New
BOTW
605
Bank of the West
California
$432K +$432K +7,591 New
ACM
606
Ativo Capital Management
Illinois
$430K +$430K +7,563 New
BHWM
607
Bar Harbor Wealth Management
New Hampshire
$430K +$430K +7,564 New
DMC
608
Drexel Morgan & Co
Pennsylvania
$427K +$427K +7,501 New
TTWM
609
TCV Trust & Wealth Management
Virginia
$426K +$426K +7,481 New
SNBOSD
610
Security National Bank of So Dak
Iowa
$426K +$426K +7,498 New
FFWA
611
FRG Family Wealth Advisors
Washington
$426K +$426K +7,499 New
CPR
612
CSU Producer Resources
Ohio
$426K +$426K +7,500 New
CIBC World Market
613
CIBC World Market
Ontario, Canada
$423K +$423K +7,432 New
EM
614
ELCO Management
New York
$422K +$422K +7,426 New
MIC
615
Means Investment Company
Maine
$421K -$7.08K -110 -2%
HTC
616
Haverford Trust Company
Pennsylvania
$417K +$417K +7,339 New
TW
617
Transform Wealth
Colorado
$416K +$416K +7,314 New
BP
618
Ballentine Partners
Massachusetts
$415K +$415K +7,284 New
MYAM
619
Meiji Yasuda Asset Management
Japan
$415K +$415K +7,292 New
BS
620
Boenning & Scattergood
Pennsylvania
$414K +$414K +7,277 New
NWP
621
Northstar Wealth Partners
Connecticut
$414K +$414K +7,281 New
PA
622
Parallel Advisors
California
$414K +$414K +7,282 New
CTA
623
Colonial Trust Advisors
South Carolina
$413K +$413K +7,270 New
RG
624
Rikoon Group
New Mexico
$412K +$412K +7,249 New
CFB
625
Cullen/Frost Bankers
Texas
$411K +$411K +7,220 New
23 24
25
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