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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 %
CHAM
826
Clear Harbor Asset Management
Connecticut
$207K -$28.7K -460 -12%
IFAM
827
Institutional & Family Asset Management
Colorado
$207K -$45.4K -727 -18%
RIL
828
Rothschild Investment LLC
Illinois
$207K +$207K +3,310 New
HW
829
Hancock Whitney
Mississippi
$205K -$14.9K -240 -7%
EF
830
Empirical Finance
Pennsylvania
$205K +$205K +3,288 New
AIM
831
Anchor Investment Management
South Carolina
$205K -$84K -1,346 -29%
VCM
832
Virtue Capital Management
Tennessee
$204K +$204K +3,268 New
PPSG
833
Princeton Portfolio Strategies Group
New Jersey
$204K +$204K +3,270 New
FTC
834
Farmers Trust Company
Ohio
$204K +$204K +3,274 New
UFG
835
United Fire Group
Iowa
$203K – – –
9WM
836
9258 Wealth Management
Ohio
$203K +$203K +3,321 New
TCOO
837
Trust Company of Oklahoma
Oklahoma
$201K +$201K +3,213 New
S
838
SignatureFD
Georgia
$196K +$30.2K +485 +18%
PG
839
Proffitt & Goodson
Tennessee
$193K -$26.2K -421 -12%
LB
840
Legacy Bridge
Iowa
$188K – – –
FCH
841
Freestone Capital Holdings
Washington
$187K -$62.3K -998 -25%
PAM
842
Paradigm Asset Management
New York
$187K -$31.2K -500 -14%
SFM
843
Systematic Financial Management
New Jersey
$187K – – –
BL
844
Bleichroeder LP
New York
$187K – – –
SAM
845
S.A. Mason
Michigan
$185K – – –
IA
846
IFP Advisors
Florida
$181K -$8.61K -135 -5%
FMLI
847
Fukoku Mutual Life Insurance
Japan
$181K +$68.7K +1,100 +61%
ST
848
Smithfield Trust
Pennsylvania
$180K -$19.3K -309 -10%
EPM
849
Equitec Proprietary Markets
Illinois
$175K +$175K +2,800 New
SFS
850
Sowell Financial Services
Arkansas
$174K -$40.5K -648 -19%
32 33
34
35 36