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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 %
LWAC
776
Laurel Wealth Advisors (California)
California
$247K +$247K +4,346 New
LC
777
Lincoln Capital
Nebraska
$246K +$246K +4,318 New
WEC
778
Winslow Evans & Crocker
Massachusetts
$246K +$246K +4,322 New
RG
779
Rathbones Group
United Kingdom
$246K +$246K +4,329 New
SLT
780
St Louis Trust
Missouri
$245K +$245K +4,317 New
AWM
781
Aberdeen Wealth Management
Illinois
$244K +$244K +4,284 New
SACTSONJ
782
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$244K +$244K +4,300 New
AWM
783
Aevitas Wealth Management
Massachusetts
$243K +$243K +4,278 New
EB
784
Eastern Bank
Massachusetts
$240K +$240K +4,221 New
FB
785
Fulton Bank
Pennsylvania
$240K +$240K +4,228 New
WAM
786
Wealthspire Advisors (Maryland)
Maryland
$239K +$239K +4,201 New
UBV
787
United Bank (Virginia)
Virginia
$239K +$239K +4,202 New
FFBTD
788
First Financial Bank - Trust Division
Ohio
$239K +$239K +4,204 New
BC
789
Burleson & Co
California
$237K +$237K +3,673 New
RIA
790
Realta Investment Advisors
Delaware
$237K +$237K +4,170 New
BWA
791
BDO Wealth Advisors
Florida
$237K +$237K +4,171 New
SWM
792
Shakespeare Wealth Management
Wisconsin
$236K +$236K +4,142 New
NED
793
Nancy E. Dempze
$236K +$236K +4,151 New
AC
794
Allstate Corporation
Illinois
$235K +$235K +4,129 New
DWA
795
Douglass Winthrop Advisors
New York
$235K +$235K +4,129 New
TCPWM
796
Traverso Chambers Private Wealth Management
California
$235K +$235K +4,132 New
QI
797
Qtron Investments
Massachusetts
$235K +$235K +4,137 New
B
798
Bailard
California
$233K +$233K +4,090 New
CNFG
799
Creegan & Nassoura Financial Group
New Hampshire
$233K +$233K +4,093 New
SLF
800
Sun Life Financial
Ontario, Canada
$233K +$233K +4,093 New
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