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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 %
FCI
651
Financial Counselors Inc
Kansas
$356K -$32.8K -526 -8%
MPWT
652
MassMutual Private Wealth & Trust
Connecticut
$355K -$263K -4,212 -43%
LOAMS
653
Lombard Odier Asset Management (Switzerland)
Switzerland
$355K +$355K +5,683 New
CI
654
Conning Inc
Connecticut
$353K +$4.99K +80 +1%
DHFB
655
Dixon Hubard Feinour & Brown
Virginia
$349K -$18.3K -294 -5%
CAM
656
Columbia Asset Management
Michigan
$348K -$3.12K -50 -0.9%
FWM
657
Frontier Wealth Management
Missouri
$346K -$68.9K -1,105 -17%
CCP
658
Corient Capital Partners
California
$345K -$11.5K -185 -3%
BTW
659
Boston Trust Walden
Massachusetts
$345K -$9.48K -152 -3%
PA
660
Profund Advisors
Maryland
$345K -$1.87K -30 -0.5%
FHA
661
Flagship Harbor Advisors
Massachusetts
$345K +$29.3K +470 +9%
FFWA
662
FRG Family Wealth Advisors
Washington
$344K -$124K -1,985 -26%
BSA
663
Bull Street Advisors
Georgia
$344K -$20.7K -332 -6%
CT
664
Coastline Trust
Rhode Island
$342K -$8.37K -134 -2%
BS
665
Boenning & Scattergood
Pennsylvania
$338K -$117K -1,870 -26%
FM
666
Foster & Motley
Ohio
$337K -$669K -10,720 -66%
BB
667
Berkshire Bank
Massachusetts
$337K +$337K +5,400 New
OAM
668
Oppenheimer Asset Management
New York
$333K -$37.8K -606 -10%
NWP
669
Northstar Wealth Partners
Connecticut
$331K -$123K -1,967 -27%
HFBOT
670
Home Federal Bank of Tennessee
Tennessee
$331K -$1.19K -19 -0.4%
BMO
671
Beck Mack & Oliver
New York
$331K – – –
JF
672
Jump Financial
Illinois
$331K +$331K +5,300 New
KWM
673
Kingsview Wealth Management
Oregon
$329K -$66.9K -1,072 -17%
FA
674
FDx Advisors
Illinois
$329K -$14K -224 -4%
PCM
675
Pointe Capital Management
Michigan
$329K – – –
25 26
27
28 29