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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 %
VFA
776
Voya Financial Advisors
Connecticut
$241K -$86.6K -1,387 -26%
AWM
777
Altium Wealth Management
New York
$241K -$36.6K -585 -13%
WA
778
WBH Advisory
Maryland
$241K -$31.3K -503 -12%
B
779
Bailard
California
$241K -$14.8K -237 -6%
IHL
780
Investment House LLC
California
$240K -$3.86K -62 -2%
Cerity Partners
781
Cerity Partners
New York
$240K +$240K +3,845 New
CCMW
782
Cypress Capital Management (Wyoming)
Wyoming
$238K – – –
Cetera Investment Advisers
783
Cetera Investment Advisers
Illinois
$236K -$17.4K -279 -7%
NAS
784
Nicolet Advisory Services
Wisconsin
$236K -$3.81K -61 -2%
TA
785
Tiedemann Advisors
New York
$236K – – –
EI
786
Ethic Inc
New York
$236K +$236K +3,782 New
Verition Fund Management
787
Verition Fund Management
Connecticut
$235K -$1.96M -31,452 -89%
ST
788
Spinnaker Trust
Maine
$235K -$12.4K -199 -5%
BC
789
Burleson & Co
California
$234K – – –
ADL
790
Asset Dedication LLC
California
$233K -$2.49K -43 -1%
WCM
791
Whitener Capital Management
North Carolina
$232K -$271K -4,352 -54%
FFBTD
792
First Financial Bank - Trust Division
Ohio
$231K -$31.3K -502 -12%
LOAME
793
Lombard Odier Asset Management (Europe)
United Kingdom
$231K +$231K +3,695 New
NME
794
Notis-McConarty Edward
$230K -$144K -2,302 -39%
FIM
795
Fruth Investment Management
Texas
$229K – – –
OTPPB
796
Ontario Teachers' Pension Plan Board
Ontario, Canada
$229K +$229K +3,665 New
AF
797
Arrow Financial
New York
$228K -$213K -3,409 -48%
WS
798
Wedbush Securities
California
$227K -$48.9K -781 -18%
DTC
799
Davidson Trust Company
Washington
$227K -$20K -322 -8%
FMWA
800
Forvis Mazars Wealth Advisors
Missouri
$226K -$87.6K -1,403 -28%
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