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Otis Worldwide
OTIS

Overview Fund Activity

1,161 hedge funds and large institutions have $25.2B invested in Otis Worldwide in 2020 Q4 according to their latest regulatory filings, with 154 funds opening new positions, 291 increasing their positions, 533 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,161
Holders Change
+54
Holders Change %
+4.88%
% of All Funds
20.6%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.28%
New
154
Increased
291
Reduced
533
Closed
87
Calls
$34.3M
Puts
$14.7M
Net Calls
+$19.6M
Net Calls Change
+$87K

Top Buyers

1
Deutsche Bank
Deutsche Bank
Germany
+$169M
2
Viking Global Investors
Viking Global Investors
Connecticut
+$162M
3
Morgan Stanley
Morgan Stanley
New York
+$133M
4
Invesco
Invesco
Georgia
+$131M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$87.7M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$180M
2
Dodge & Cox
Dodge & Cox
California
-$145M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$106M
4
State Street
State Street
Massachusetts
-$94M
5
MWA
Marshall Wace Asia
Hong Kong
-$84.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
OL
726
Optas LLC
Texas
$302K -$301K -4,450 -50%
VanEck Associates
727
VanEck Associates
New York
$302K – – –
FAG
728
Financial Advisory Group
Texas
$302K – – –
MAFM
729
Mid Atlantic Financial Management
Pennsylvania
$302K +$6.7K +99 +2%
WSTAM
730
Wilbanks Smith & Thomas Asset Management
Virginia
$301K -$1.49K -22 -0.5%
EI
731
Ethic Inc
New York
$297K +$41.2K +609 +16%
GCP
732
GSA Capital Partners
United Kingdom
$297K +$297K +4,400 New
CWM
733
Concentric Wealth Management
California
$296K +$27.4K +405 +10%
CFG
734
Cooper Financial Group
California
$296K +$60.8K +900 +26%
LFAS
735
Level Four Advisory Services
Texas
$295K -$2.16K -32 -0.7%
CPA
736
Court Place Advisors
Maryland
$293K -$27K -399 -8%
LNC
737
Lincoln National Corp
Pennsylvania
$293K +$4.4K +65 +2%
MYAM
738
Meiji Yasuda Asset Management
Japan
$293K +$5.4K +80 +2%
BFO
739
Boston Family Office
Massachusetts
$292K -$21.1K -312 -7%
SLT
740
St Louis Trust
Missouri
$292K – – –
DJSG
741
D.J. St. Germain
Massachusetts
$291K -$11.9K -176 -4%
UBV
742
United Bank (Virginia)
Virginia
$291K – – –
SACTSONJ
743
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$290K – – –
DMC
744
Drexel Morgan & Co
Pennsylvania
$290K – – –
SVWAG
745
Sound View Wealth Advisors Group
Georgia
$289K -$11.9K -176 -4%
MPI
746
Mairs & Power Inc
Minnesota
$289K -$10.1K -149 -3%
KTC
747
Kistler-Tiffany Companies
Pennsylvania
$288K +$3.45K +51 +1%
ECM
748
Estabrook Capital Management
New York
$288K -$111K -1,641 -28%
FAIM
749
Financial Advocates Investment Management
Washington
$287K -$27.3K -404 -9%
SWM
750
SeaCrest Wealth Management
New York
$287K -$20.1K -298 -7%
28 29
30
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