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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 %
MPWT
776
MassMutual Private Wealth & Trust
Connecticut
$262K -$122K -1,814 -32%
F
777
F3Logic
Minnesota
$262K +$262K +3,886 New
DWA
778
Douglass Winthrop Advisors
New York
$260K -$67.9K -1,003 -21%
IHL
779
Investment House LLC
California
$260K – – –
DFA
780
Delta Financial Advisors
Louisiana
$259K -$24.9K -368 -9%
OWP
781
Obermeyer Wealth Partners
Colorado
$259K -$9.79K -145 -4%
CAL
782
Capital Analysts LLC
Pennsylvania
$258K -$47.1K -697 -15%
AWM
783
Altium Wealth Management
New York
$257K -$3.17K -47 -1%
CIC
784
Crawford Investment Counsel
Georgia
$255K -$205K -3,036 -45%
HCM
785
Howland Capital Management
Massachusetts
$255K -$33.7K -500 -12%
NAS
786
Nicolet Advisory Services
Wisconsin
$255K -$609 -9 -0.2%
ST
787
Spinnaker Trust
Maine
$255K – – –
LWANC
788
Laurel Wealth Advisors (North Carolina)
North Carolina
$251K -$37.3K -552 -13%
Members Trust
789
Members Trust
Florida
$250K -$38.5K -570 -13%
PFGIA
790
Patriot Financial Group Insurance Agency
Massachusetts
$249K +$11.8K +174 +5%
BC
791
Burleson & Co
California
$248K – – –
JHP
792
James Hambro & Partners
United Kingdom
$248K +$248K +3,667 New
IIM
793
Ipswich Investment Management
Massachusetts
$248K +$248K +3,678 New
IWC
794
Integrated Wealth Concepts
Massachusetts
$247K +$247K +3,662 New
CCMW
795
Cypress Capital Management (Wyoming)
Wyoming
$246K – – –
IP
796
Intellectus Partners
California
$245K -$75.7K -1,119 -24%
FNB
797
Farmers National Bank
Kentucky
$245K +$245K +3,625 New
GIM
798
Goelzer Investment Management
Indiana
$244K -$383K -5,670 -61%
BEAM
799
Baker Ellis Asset Management
Washington
$242K -$29.5K -436 -11%
CL
800
CPWM LLC
Washington
$242K +$1.08K +16 +0.4%
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