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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 %
AAM
626
AR Asset Management
California
$409K +$409K +7,200 New
AF
627
Advisornet Financial
Minnesota
$407K +$407K +7,158 New
GJIC
628
Gamble Jones Investment Counsel
California
$405K +$405K +7,117 New
DAC
629
Dividend Assets Capital
South Carolina
$405K +$405K +7,131 New
AIA
630
Avalon Investment & Advisory
Texas
$404K +$404K +7,100 New
AF
631
Arrow Financial
New York
$401K +$401K +7,050 New
ACM
632
Allred Capital Management
Texas
$401K +$401K +7,065 New
BCM
633
Becker Capital Management
Oregon
$396K +$396K +6,961 New
PCTC
634
Perkins Coie Trust Company
Washington
$395K +$395K +6,949 New
IAS
635
Investment Advisory Services
Texas
$394K +$394K +6,932 New
EM
636
Excalibur Management
Massachusetts
$393K +$393K +6,918 New
ECM
637
ExodusPoint Capital Management
New York
$392K +$392K +6,888 New
ALAM
638
Asahi Life Asset Management
Japan
$392K +$392K +6,900 New
SNBOSCI
639
Security National Bank of Sioux City Iowa
Iowa
$389K +$389K +6,836 New
SFSG
640
Stearns Financial Services Group
North Carolina
$389K +$389K +6,848 New
HPCM
641
High Pointe Capital Management
Illinois
$388K +$388K +6,820 New
ATC
642
Adirondack Trust Company
New York
$387K +$387K +6,177 New
SAM
643
Sawgrass Asset Management
Florida
$387K +$387K +6,805 New
KTA
644
Keeley-Teton Advisors
Illinois
$386K +$386K +6,780 New
AA
645
Ancora Advisors
Ohio
$385K +$385K +6,777 New
HIC
646
Holderness Investments Company
North Carolina
$380K +$380K +6,678 New
PWAP
647
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$378K -$13.2K -233 -3%
FWM
648
Frontier Wealth Management
Missouri
$378K +$378K +6,651 New
FC
649
Forte Capital
New York
$377K +$377K +6,626 New
WIA
650
Wealthstreet Investment Advisors
Texas
$377K +$377K +6,630 New
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26
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