OTIS icon

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 %
MA
626
Mutual Advisors
Nebraska
$414K +$122K +1,946 +42%
MPIA
627
Mountain Pacific Investment Advisers
Idaho
$413K -$64.8K -1,039 -14%
PWAP
628
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$410K -$5.44K -87 -1%
BIM
629
Baldwin Investment Management
Pennsylvania
$407K +$74.8K +1,200 +23%
KIA
630
KCM Investment Advisors
California
$406K -$88.7K -1,420 -18%
SPC
631
Sigma Planning Corp
Michigan
$401K -$11.3K -181 -3%
FC
632
Forte Capital
New York
$399K -$14.9K -238 -4%
GC
633
Grimes & Company
Massachusetts
$396K +$35.4K +568 +10%
DAC
634
Dividend Assets Capital
South Carolina
$394K -$50.6K -812 -11%
YWP
635
YorkBridge Wealth Partners
New York
$387K +$125 +2 +0%
CTA
636
Colonial Trust Advisors
South Carolina
$385K -$68.6K -1,100 -15%
CCM
637
Compton Capital Management
Rhode Island
$384K -$128K -2,047 -25%
SJL
638
Shayne & Jacobs LLC
Tennessee
$379K -$10.4K -166 -3%
APA
639
American Portfolios Advisors
New York
$379K -$23.7K -379 -6%
MM
640
Meridian Management
Arkansas
$378K -$1.06K -17 -0.3%
BOTW
641
Bank of the West
California
$377K -$96.5K -1,547 -20%
P
642
Pitcairn
Pennsylvania
$377K -$36.8K -590 -9%
SEC
643
Seven Eight Capital
New York
$375K +$375K +6,000 New
VFA
644
Valeo Financial Advisors
Indiana
$373K -$117K -1,870 -24%
CFA
645
Carroll Financial Associates
North Carolina
$372K -$25.2K -405 -6%
ECM
646
Estabrook Capital Management
New York
$368K -$38.1K -611 -9%
EWA
647
Exencial Wealth Advisors
Oklahoma
$368K +$22.6K +362 +7%
WIA
648
Wealthstreet Investment Advisors
Texas
$365K -$48.5K -778 -12%
SP
649
Symmetry Partners
Connecticut
$364K +$364K +5,839 New
CCM
650
Covington Capital Management
California
$359K -$40.4K -647 -10%
24 25
26
27 28