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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 %
SLF
801
Sun Life Financial
Ontario, Canada
$226K -$29.5K -472 -12%
EIP
802
Ellis Investment Partners
Pennsylvania
$223K – – –
DLA
803
Douglas Lane & Associates
New York
$222K -$54.8K -878 -20%
CL
804
CPWM LLC
Washington
$222K -$1.12K -18 -0.5%
VFPI
805
Vantage Financial Partners (Illinois)
Illinois
$222K -$7.8K -125 -3%
HTC
806
Haverford Trust Company
Pennsylvania
$221K -$236K -3,792 -52%
CT
807
Cambridge Trust
Massachusetts
$221K +$221K +3,538 New
PFGIA
808
Patriot Financial Group Insurance Agency
Massachusetts
$219K +$187 +3 +0.1%
KPWS
809
Kestra Private Wealth Services
Texas
$219K +$219K +3,514 New
CCG
810
Cypress Capital Group
Florida
$218K -$56.1K -900 -20%
CFG
811
Cooper Financial Group
California
$217K +$217K +3,479 New
CBB
812
Citizens Business Bank
California
$215K +$215K +3,450 New
NP
813
NorthRock Partners
Minnesota
$214K -$16K -256 -7%
BCA
814
Bray Capital Advisors
Florida
$211K -$162K -2,595 -43%
SS
815
Simplicity Solutions
Minnesota
$211K -$27K -433 -11%
MIC
816
Meridian Investment Counsel
California
$211K +$211K +3,379 New
KPW
817
Kore Private Wealth
New York
$210K +$29K +465 +16%
CCA
818
Checchi Capital Advisers
California
$210K +$210K +3,359 New
EAM
819
Eagle Asset Management
Florida
$210K +$210K +3,376 New
BFA
820
Benedict Financial Advisors
Georgia
$209K -$304K -4,866 -59%
GWM
821
Geneos Wealth Management
Colorado
$208K -$89.1K -1,452 -30%
IIA
822
ICW Investment Advisors
Arizona
$208K -$20.4K -327 -9%
NFG
823
Next Financial Group
Texas
$208K +$208K +3,324 New
DBIA
824
Dumont & Blake Investment Advisors
New Jersey
$208K +$208K +3,326 New
ACM
825
Argent Capital Management
Missouri
$208K +$208K +3,330 New
31 32
33
34 35