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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 %
OIA
751
Optimum Investment Advisors
Illinois
$263K -$19.8K -317 -7%
NB
752
Northwest Bancshares
Pennsylvania
$262K -$40K -642 -13%
DFA
753
Delta Financial Advisors
Louisiana
$262K -$13K -208 -5%
WSCM
754
Wellington Shields Capital Management
New York
$261K -$18.7K -300 -7%
NNP
755
Nachman Norwood & Parrott
South Carolina
$259K -$16.1K -258 -6%
SWM
756
Shakespeare Wealth Management
Wisconsin
$259K – – –
AWM
757
Aevitas Wealth Management
Massachusetts
$258K -$8.92K -143 -3%
TCPWM
758
Traverso Chambers Private Wealth Management
California
$258K – – –
BWA
759
BDO Wealth Advisors
Florida
$255K -$5.5K -88 -2%
EML
760
Eos Management LP
New York
$255K – – –
FB
761
Fulton Bank
Pennsylvania
$253K -$11K -176 -4%
BA
762
Bennicas & Associates
California
$253K +$2.06K +33 +0.8%
BAM
763
Belpointe Asset Management
Nevada
$253K +$26.6K +427 +12%
AWM
764
Aberdeen Wealth Management
Illinois
$251K -$16.2K -260 -6%
BEAM
765
Baker Ellis Asset Management
Washington
$251K -$4.88K -78 -2%
HWA
766
Heritage Way Advisors
Illinois
$250K – – –
BOC
767
Barbara Oil Co
Illinois
$250K – – –
BRWM
768
B. Riley Wealth Management
Tennessee
$250K +$19K +305 +8%
CWM
769
Concentric Wealth Management
California
$248K -$28.1K -450 -10%
OWP
770
Obermeyer Wealth Partners
Colorado
$248K -$4.8K -77 -2%
BPA
771
Beacon Pointe Advisors
California
$247K -$31K -496 -11%
HIA
772
Harbor Investment Advisory
Maryland
$247K -$28.2K -453 -10%
CNFG
773
Creegan & Nassoura Financial Group
New Hampshire
$246K -$9.36K -150 -4%
KCM
774
Kornitzer Capital Management
Kansas
$245K -$80.5K -1,291 -25%
TNA
775
True North Advisors
Texas
$242K +$242K +3,884 New
29 30
31
32 33