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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 %
NA
651
NewEdge Advisors
Louisiana
$377K +$377K +6,634 New
SPC
652
Sigma Planning Corp
Michigan
$376K +$376K +6,612 New
P
653
Pitcairn
Pennsylvania
$375K +$375K +6,628 New
ECM
654
Estabrook Capital Management
New York
$370K +$370K +6,513 New
APA
655
American Portfolios Advisors
New York
$367K +$367K +6,448 New
CCM
656
Covington Capital Management
California
$364K +$364K +6,393 New
GPA
657
Garrison Point Advisors
California
$363K +$363K +6,381 New
CFA
658
Carroll Financial Associates
North Carolina
$362K +$362K +6,372 New
KWM
659
Kingsview Wealth Management
Oregon
$361K +$361K +6,344 New
BBI
660
Baxter Bros Inc
Connecticut
$356K +$356K +6,261 New
ACM
661
Azimuth Capital Management
Michigan
$356K +$356K +6,263 New
DHFB
662
Dixon Hubard Feinour & Brown
Virginia
$355K +$355K +5,887 New
FCI
663
Financial Counselors Inc
Kansas
$355K +$355K +6,235 New
SJL
664
Shayne & Jacobs LLC
Tennessee
$355K +$355K +6,237 New
DA
665
Dillon & Associates
Michigan
$352K +$352K +6,169 New
YWP
666
YorkBridge Wealth Partners
New York
$352K +$352K +6,196 New
VIA
667
Vident Investment Advisory
Georgia
$348K +$348K +6,119 New
MM
668
Meridian Management
Arkansas
$346K +$346K +6,080 New
FAAS
669
First Allied Advisory Services
California
$345K +$345K +6,071 New
FMBTD
670
First Midwest Bank Trust Division
Illinois
$344K +$344K +6,054 New
WT
671
Washington Trust
Rhode Island
$343K +$343K +6,070 New
BCA
672
Bray Capital Advisors
Florida
$340K +$340K +5,973 New
NME
673
Notis-McConarty Edward
$340K +$340K +5,979 New
NAM
674
NTV Asset Management
West Virginia
$337K +$337K +5,928 New
OAM
675
Oppenheimer Asset Management
New York
$337K +$337K +5,941 New
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