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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 %
LWANC
701
Laurel Wealth Advisors (North Carolina)
North Carolina
$301K +$301K +5,296 New
BMO
702
Beck Mack & Oliver
New York
$301K +$301K +5,297 New
PCM
703
Pointe Capital Management
Michigan
$300K +$300K +5,271 New
FLPIM
704
F.L. Putnam Investment Management
Massachusetts
$300K +$300K +5,276 New
SWM
705
SeaCrest Wealth Management
New York
$299K +$299K +5,252 New
SVWAG
706
Sound View Wealth Advisors Group
Georgia
$298K +$298K +5,235 New
UA
707
Unison Advisors
District of Columbia
$298K +$298K +5,245 New
IA
708
IFG Advisory
Georgia
$298K +$298K +5,254 New
KCM
709
Kornitzer Capital Management
Kansas
$297K +$297K +5,221 New
VFA
710
Voya Financial Advisors
Connecticut
$297K +$297K +5,248 New
SO
711
STRS Ohio
Ohio
$296K +$296K +5,207 New
PFSC
712
Peoples Financial Services Corp
Pennsylvania
$296K +$296K +5,214 New
KCMRT
713
Kemper Corp Master Retirement Trust
Illinois
$294K – – –
GFS
714
GYL Financial Synergies
Connecticut
$294K +$294K +5,165 New
CSM
715
CAMG Solamere Management
North Carolina
$294K +$294K +5,167 New
DJSG
716
D.J. St. Germain
Massachusetts
$292K +$292K +5,139 New
TRCT
717
Tower Research Capital (TRC)
New York
$292K +$292K +5,143 New
KTC
718
Kistler-Tiffany Companies
Pennsylvania
$291K +$291K +5,121 New
BIAS
719
Beacon Investment Advisory Services
New Jersey
$290K +$290K +5,098 New
ASN
720
Advisory Services Network
Georgia
$287K +$287K +5,056 New
FHA
721
Flagship Harbor Advisors
Massachusetts
$287K +$287K +5,063 New
FMWA
722
Forvis Mazars Wealth Advisors
Missouri
$286K +$286K +5,023 New
AWA
723
Arete Wealth Advisors
Illinois
$286K +$286K +5,036 New
DT
724
Diversified Trust
Tennessee
$286K +$286K +5,038 New
LNB
725
Ledyard National Bank
$286K +$286K +5,043 New
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