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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 %
SCA
751
Snowden Capital Advisors
New York
$264K +$264K +4,650 New
RWA
752
River Wealth Advisors
Pennsylvania
$264K +$264K +4,641 New
EFSCE
753
Enterprise Financial Services Corp (EFSC)
Missouri
$264K +$264K +4,641 New
HCM
754
Hutchinson Capital Management
California
$264K +$264K +4,644 New
DPIM
755
Duff & Phelps Investment Management
Illinois
$264K +$264K +4,645 New
AIM
756
Anchor Investment Management
South Carolina
$263K +$263K +4,630 New
FMC
757
First Merchants Corp
Indiana
$260K +$260K +4,570 New
OIA
758
Optimum Investment Advisors
Illinois
$258K +$258K +4,535 New
ANRIA
759
American National Registered Investment Advisor
Texas
$257K +$257K +4,517 New
MPW
760
Monterey Private Wealth
California
$256K +$256K +4,497 New
CAL
761
Capital Analysts LLC
Pennsylvania
$256K +$256K +4,506 New
WSCM
762
Wellington Shields Capital Management
New York
$255K +$255K +4,486 New
FAG
763
Financial Advisory Group
Texas
$254K +$254K +4,468 New
AWM
764
Altium Wealth Management
New York
$253K +$253K +4,441 New
LS
765
Livforsakringsbolaget Skandia
Sweden
$253K +$253K +4,456 New
DLA
766
Douglas Lane & Associates
New York
$252K +$252K +4,432 New
BPA
767
Beacon Pointe Advisors
California
$252K +$252K +4,454 New
DFA
768
Delta Financial Advisors
Louisiana
$251K +$251K +4,406 New
WS
769
Wedbush Securities
California
$251K +$251K +4,410 New
HIA
770
Harbor Investment Advisory
Maryland
$251K +$251K +4,417 New
NNP
771
Nachman Norwood & Parrott
South Carolina
$251K +$251K +4,419 New
CWM
772
Concentric Wealth Management
California
$251K +$251K +4,420 New
CCG
773
Cypress Capital Group
Florida
$250K +$250K +4,397 New
HAG
774
HighPoint Advisor Group
Illinois
$249K -$3.4K -61 -1%
WA
775
WBH Advisory
Maryland
$248K +$248K +4,372 New
29 30
31
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