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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 %
BEAM
801
Baker Ellis Asset Management
Washington
$233K +$233K +4,094 New
EML
802
Eos Management LP
New York
$232K +$232K +4,079 New
MAFM
803
Mid Atlantic Financial Management
Pennsylvania
$232K +$232K +4,083 New
OWP
804
Obermeyer Wealth Partners
Colorado
$231K +$231K +4,057 New
Cetera Investment Advisers
805
Cetera Investment Advisers
Illinois
$231K +$231K +4,062 New
LNC
806
Lincoln National Corp
Pennsylvania
$231K +$231K +4,064 New
MJP
807
Michael J. Puzo
$230K +$230K +4,040 New
IFAM
808
Institutional & Family Asset Management
Colorado
$230K +$230K +4,042 New
BA
809
Bennicas & Associates
California
$229K +$229K +4,019 New
FC
810
Ferris Capital
Massachusetts
$229K +$229K +4,024 New
DAS
811
Dynamic Advisor Solutions
Arizona
$228K +$228K +4,006 New
BWAM
812
Boyd Watterson Asset Management
Ohio
$228K +$228K +4,015 New
ARTA
813
A.R.T. Advisors
New York
$227K +$227K +4,000 New
HWA
814
Heritage Way Advisors
Illinois
$227K +$227K +4,000 New
BOC
815
Barbara Oil Co
Illinois
$227K +$227K +4,000 New
ST
816
Spinnaker Trust
Maine
$226K +$226K +3,979 New
OL
817
Optas LLC
Texas
$226K +$226K +3,981 New
DTC
818
Davidson Trust Company
Washington
$224K +$224K +3,972 New
MCCP
819
Mission Creek Capital Partners
California
$223K +$223K +3,917 New
IHL
820
Investment House LLC
California
$222K +$222K +3,913 New
TNB
821
Thomasville National Bank
Georgia
$220K +$220K +3,872 New
NAS
822
Nicolet Advisory Services
Wisconsin
$218K +$218K +3,838 New
WIC
823
Woodmont Investment Counsel
Tennessee
$218K +$218K +3,839 New
ADL
824
Asset Dedication LLC
California
$218K +$218K +4,069 New
SS
825
Simplicity Solutions
Minnesota
$217K +$217K +3,819 New
31 32
33
34 35