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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 %
AAM
601
AR Asset Management
California
$449K – – –
AIA
602
Avalon Investment & Advisory
Texas
$449K +$6.24K +100 +1%
RG
603
Rikoon Group
New Mexico
$447K -$5.24K -84 -1%
BHWM
604
Bar Harbor Wealth Management
New Hampshire
$444K -$28.6K -457 -6%
IAS
605
Investment Advisory Services
Texas
$444K +$11.7K +188 +3%
GPA
606
Garrison Point Advisors
California
$443K +$44.7K +716 +11%
CA
607
Clearstead Advisors
Ohio
$442K -$94.2K -1,511 -18%
Mercer Global Advisors
608
Mercer Global Advisors
Colorado
$441K -$193K -3,092 -30%
TW
609
Transform Wealth
Colorado
$439K -$18K -288 -4%
ACM
610
Allred Capital Management
Texas
$438K -$2.87K -46 -0.7%
BFM
611
Boston Financial Management
Massachusetts
$437K -$78.1K -1,250 -15%
DT
612
Diversified Trust
Tennessee
$436K +$121K +1,942 +39%
UB
613
UMB Bank
Missouri
$433K – – –
EM
614
Excalibur Management
Massachusetts
$432K +$250 +4 +0.1%
HIC
615
Holderness Investments Company
North Carolina
$431K +$14.3K +229 +3%
KFS
616
Kurt F. Somerville
$425K -$963K -15,413 -69%
CIC
617
Crawford Investment Counsel
Georgia
$425K -$627K -10,040 -60%
PCTC
618
Perkins Coie Trust Company
Washington
$424K -$8.97K -144 -2%
E
619
Ergoteles
New York
$424K +$424K +6,800 New
KTA
620
Keeley-Teton Advisors
Illinois
$423K – – –
KFC
621
Klingenstein Fields & Co
New York
$422K -$112K -1,800 -21%
GJIC
622
Gamble Jones Investment Counsel
California
$421K -$23.3K -373 -5%
CFB
623
Cullen/Frost Bankers
Texas
$418K -$32.4K -519 -7%
SNBOSCI
624
Security National Bank of Sioux City Iowa
Iowa
$417K -$9.61K -154 -2%
MIC
625
Means Investment Company
Maine
$416K +$64 +1 +0%
23 24
25
26 27