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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 %
FCCM
676
First City Capital Management
Georgia
$335K +$335K +5,885 New
BRWA
677
B. Riley Wealth Advisors
Florida
$332K +$332K +5,813 New
BSA
678
Bull Street Advisors
Georgia
$332K +$332K +5,841 New
GC
679
Grimes & Company
Massachusetts
$329K +$329K +5,781 New
WP
680
WMS Partners
Maryland
$329K +$329K +5,783 New
MIH
681
Meitav Investment House
Israel
$327K +$327K +1,415 New
CCP
682
Corient Capital Partners
California
$326K +$326K +5,721 New
BTW
683
Boston Trust Walden
Massachusetts
$323K +$323K +5,682 New
CAM
684
Columbia Asset Management
Michigan
$320K +$320K +5,623 New
FAIM
685
Financial Advocates Investment Management
Washington
$320K +$320K +5,633 New
CT
686
Coastline Trust
Rhode Island
$319K +$319K +5,612 New
CI
687
Conning Inc
Connecticut
$317K +$317K +5,578 New
GW
688
GW & Wade
Massachusetts
$316K +$316K +5,557 New
HCM
689
Howland Capital Management
Massachusetts
$316K +$316K +5,558 New
PA
690
Profund Advisors
Maryland
$316K +$316K +5,563 New
EWA
691
Exencial Wealth Advisors
Oklahoma
$315K +$315K +5,538 New
CFG
692
Citizens Financial Group
Rhode Island
$314K +$314K +5,517 New
FA
693
FDx Advisors
Illinois
$312K +$312K +5,488 New
LNWWM
694
Laird Norton Wetherby Wealth Management
California
$310K +$310K +5,447 New
Bessemer Group
695
Bessemer Group
New Jersey
$310K +$310K +5,466 New
IP
696
Intellectus Partners
California
$309K +$309K +5,443 New
CL
697
CSS LLC
Illinois
$308K +$308K +5,427 New
BFO
698
Boston Family Office
Massachusetts
$304K +$304K +5,351 New
BIM
699
Baldwin Investment Management
Pennsylvania
$303K +$303K +5,328 New
HFBOT
700
Home Federal Bank of Tennessee
Tennessee
$302K +$302K +5,319 New
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