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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 %
CPA
726
Court Place Advisors
Maryland
$285K +$285K +5,017 New
LFAS
727
Level Four Advisory Services
Texas
$285K +$285K +5,108 New
GFA
728
Gifford Fong Associates
California
$284K +$284K +5,000 New
PCG
729
Private Capital Group
Connecticut
$283K +$283K +4,972 New
QP
730
Quilter Plc
United Kingdom
$282K +$282K +4,957 New
QI
731
QS Investors
New York
$281K +$281K +4,936 New
SFG
732
Summit Financial Group
West Virginia
$281K +$281K +4,946 New
LWMM
733
Legacy Wealth Management (Mississippi)
Mississippi
$279K +$279K +4,914 New
CCFCSB
734
Cape Cod Five Cents Savings Bank
Massachusetts
$279K +$279K +4,906 New
IC
735
Inverness Counsel
New York
$278K +$278K +4,883 New
SG Americas Securities
736
SG Americas Securities
New York
$278K +$278K +4,891 New
WPP
737
Whalerock Point Partners
Rhode Island
$275K +$275K +4,830 New
NB
738
Northwest Bancshares
Pennsylvania
$275K +$275K +4,847 New
IFWM
739
Institute for Wealth Management
Colorado
$274K +$274K +4,814 New
APP
740
Avantax Planning Partners
Iowa
$274K +$274K +4,818 New
TIA
741
Tiemann Investment Advisors
California
$274K +$274K +4,820 New
MPI
742
Mairs & Power Inc
Minnesota
$273K +$273K +4,801 New
NAM
743
NorthCoast Asset Management
Connecticut
$271K +$271K +4,773 New
GWM
744
Geneos Wealth Management
Colorado
$270K +$270K +4,842 New
RWG
745
Regal Wealth Group
California
$269K +$269K +4,726 New
WSTAM
746
Wilbanks Smith & Thomas Asset Management
Virginia
$268K +$268K +4,705 New
WIC
747
Whitegate Investment Counselors
New Hampshire
$268K +$268K +4,719 New
ESB
748
Essex Savings Bank
Connecticut
$267K +$267K +4,706 New
MA
749
Mutual Advisors
Nebraska
$266K +$266K +4,684 New
AP
750
Atwood & Palmer
Missouri
$265K +$265K +4,664 New
28 29
30
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