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 %
AA
676
Ancora Advisors
Ohio
$328K -$95K -1,522 -22%
ATC
677
Adirondack Trust Company
New York
$328K -$56.6K -909 -15%
NAM
678
NTV Asset Management
West Virginia
$328K -$41.5K -666 -11%
LNWWM
679
Laird Norton Wetherby Wealth Management
California
$327K -$13K -208 -4%
UA
680
Unison Advisors
District of Columbia
$327K – – –
NIM
681
Northeast Investment Management
Massachusetts
$326K -$217K -3,465 -40%
SO
682
STRS Ohio
Ohio
$325K – – –
PFSC
683
Peoples Financial Services Corp
Pennsylvania
$325K – – –
RWA
684
River Wealth Advisors
Pennsylvania
$324K +$34.4K +552 +12%
KCMRT
685
Kemper Corp Master Retirement Trust
Illinois
$323K – – –
CAG
686
Csenge Advisory Group
Florida
$321K +$321K +5,024 New
IA
687
IFG Advisory
Georgia
$320K -$7.29K -117 -2%
CSM
688
CAMG Solamere Management
North Carolina
$315K -$7.81K -125 -2%
RGC
689
Roberts, Glore & Co
Illinois
$314K +$314K +5,037 New
GFS
690
GYL Financial Synergies
Connecticut
$313K -$9.81K -157 -3%
GFA
691
Gifford Fong Associates
California
$312K – – –
FLPIM
692
F.L. Putnam Investment Management
Massachusetts
$311K -$18.6K -297 -6%
SFFS
693
Stonehage Fleming Financial Services
Jersey
$309K +$186K +2,985 +151%
NA
694
NewEdge Advisors
Louisiana
$307K -$108K -1,723 -26%
ACM
695
Azimuth Capital Management
Michigan
$307K -$83.8K -1,343 -21%
QI
696
QS Investors
New York
$304K -$4.37K -70 -1%
Bessemer Group
697
Bessemer Group
New Jersey
$302K -$38.5K -618 -11%
DWA
698
Douglass Winthrop Advisors
New York
$302K +$44.6K +716 +17%
SFSG
699
Stearns Financial Services Group
North Carolina
$301K -$126K -2,023 -30%
TIA
700
Tiemann Investment Advisors
California
$300K -$749 -12 -0.2%
26 27
28
29 30