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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 %
NAM
701
NorthCoast Asset Management
Connecticut
$298K +$436 +7 +0.1%
IP
702
Intellectus Partners
California
$296K -$43.7K -700 -13%
PCG
703
Private Capital Group
Connecticut
$296K -$14.5K -232 -5%
QP
704
Quilter Plc
United Kingdom
$296K -$13.9K -223 -4%
CPA
705
Court Place Advisors
Maryland
$295K -$17.8K -285 -6%
FAAS
706
First Allied Advisory Services
California
$293K -$86.1K -1,379 -23%
MIH
707
Meitav Investment House
Israel
$291K -$268K -679 -48%
FAIM
708
Financial Advocates Investment Management
Washington
$290K -$61.7K -988 -18%
BFO
709
Boston Family Office
Massachusetts
$290K -$44.4K -711 -13%
HCM
710
Hutchinson Capital Management
California
$290K -$250 -4 -0.1%
DPIM
711
Duff & Phelps Investment Management
Illinois
$290K – – –
RMCM
712
Reynders McVeigh Capital Management
Massachusetts
$289K -$193K -3,086 -40%
RWG
713
Regal Wealth Group
California
$289K -$6.38K -102 -2%
EFSCE
714
Enterprise Financial Services Corp (EFSC)
Missouri
$289K – – –
WP
715
WMS Partners
Maryland
$287K -$74.4K -1,190 -21%
SWM
716
SeaCrest Wealth Management
New York
$284K -$43.9K -703 -13%
CIBC World Market
717
CIBC World Market
Ontario, Canada
$283K -$182K -2,906 -39%
AWA
718
Arete Wealth Advisors
Illinois
$282K -$36.2K -573 -11%
IFWM
719
Institute for Wealth Management
Colorado
$282K -$18.5K -296 -6%
AP
720
Atwood & Palmer
Missouri
$282K -$9.5K -152 -3%
ANRIA
721
American National Registered Investment Advisor
Texas
$282K – – –
CAL
722
Capital Analysts LLC
Pennsylvania
$282K +$437 +7 +0.2%
MPW
723
Monterey Private Wealth
California
$281K – – –
VanEck Associates
724
VanEck Associates
New York
$280K -$517K -8,263 -65%
WSTAM
725
Wilbanks Smith & Thomas Asset Management
Virginia
$280K -$14.1K -225 -5%
27 28
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