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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 %
FMC
726
First Merchants Corp
Indiana
$280K -$4.93K -79 -2%
DJSG
727
D.J. St. Germain
Massachusetts
$279K -$41.3K -662 -13%
FAG
728
Financial Advisory Group
Texas
$279K – – –
SVWAG
729
Sound View Wealth Advisors Group
Georgia
$278K -$48.3K -775 -15%
LS
730
Livforsakringsbolaget Skandia
Sweden
$278K – – –
MPI
731
Mairs & Power Inc
Minnesota
$277K -$23.1K -369 -8%
MAFM
732
Mid Atlantic Financial Management
Pennsylvania
$277K +$18K +284 +7%
WEC
733
Winslow Evans & Crocker
Massachusetts
$276K +$6.3K +101 +2%
LFAS
734
Level Four Advisory Services
Texas
$275K -$44.3K -708 -14%
CCFCSB
735
Cape Cod Five Cents Savings Bank
Massachusetts
$274K -$32.3K -518 -11%
BST
736
Bath Savings Trust
Maine
$271K -$262K -4,200 -49%
APP
737
Avantax Planning Partners
Iowa
$271K -$29.8K -477 -10%
HAG
738
HighPoint Advisor Group
Illinois
$271K -$8.57K -137 -3%
UBV
739
United Bank (Virginia)
Virginia
$270K +$6.95K +111 +3%
LWAC
740
Laurel Wealth Advisors (California)
California
$269K -$2.06K -33 -0.8%
SLT
741
St Louis Trust
Missouri
$269K – – –
DMC
742
Drexel Morgan & Co
Pennsylvania
$268K -$201K -3,212 -43%
SACTSONJ
743
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$268K – – –
HCM
744
Howland Capital Management
Massachusetts
$267K -$79.6K -1,277 -23%
Members Trust
745
Members Trust
Florida
$267K +$267K +4,275 New
MYAM
746
Meiji Yasuda Asset Management
Japan
$266K -$189K -3,030 -42%
LWANC
747
Laurel Wealth Advisors (North Carolina)
North Carolina
$266K -$64.2K -1,030 -19%
LNC
748
Lincoln National Corp
Pennsylvania
$266K +$12.4K +199 +5%
ESB
749
Essex Savings Bank
Connecticut
$264K -$30.2K -483 -10%
KTC
750
Kistler-Tiffany Companies
Pennsylvania
$263K -$56.7K -908 -18%
28 29
30
31 32