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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 %
SWK
826
Stephen W. Kidder
$216K +$216K +3,794 New
TA
827
Tiedemann Advisors
New York
$216K +$216K +3,807 New
CHAM
828
Clear Harbor Asset Management
Connecticut
$215K +$215K +3,778 New
MWM
829
Madison Wealth Management
Ohio
$215K +$215K +3,788 New
FNBT
830
FineMark National Bank & Trust
Florida
$213K +$213K +3,751 New
BRWM
831
B. Riley Wealth Management
Tennessee
$210K +$210K +3,702 New
GP
832
Girard Partners
Pennsylvania
$210K +$210K +3,708 New
BFIM
833
Beese Fulmer Investment Management
Ohio
$209K +$209K +3,672 New
VFPI
834
Vantage Financial Partners (Illinois)
Illinois
$209K +$209K +3,675 New
NP
835
NorthRock Partners
Minnesota
$209K +$209K +3,676 New
FIM
836
Fruth Investment Management
Texas
$209K +$209K +3,677 New
IIA
837
ICW Investment Advisors
Arizona
$208K +$208K +3,661 New
CCMW
838
Cypress Capital Management (Wyoming)
Wyoming
$207K +$207K +3,637 New
BAM
839
Belpointe Asset Management
Nevada
$206K +$206K +3,630 New
AF
840
Aldebaran Financial
$205K +$205K +3,612 New
CL
841
CPWM LLC
Washington
$204K +$204K +3,581 New
HW
842
Hancock Whitney
Mississippi
$202K +$202K +3,538 New
RCA
843
Resonant Capital Advisors
Wisconsin
$200K +$200K +3,521 New
PG
844
Proffitt & Goodson
Tennessee
$200K +$200K +3,521 New
PAM
845
Paradigm Asset Management
New York
$199K +$199K +3,500 New
EIP
846
Ellis Investment Partners
Pennsylvania
$199K +$199K +3,579 New
SFS
847
Sowell Financial Services
Arkansas
$195K +$195K +3,429 New
BSAM
848
Blue Square Asset Management
New York
$189K +$189K +3,331 New
UFG
849
United Fire Group
Iowa
$185K +$185K +3,250 New
ST
850
Smithfield Trust
Pennsylvania
$181K +$181K +3,192 New
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34
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