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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 %
MIC
826
Meridian Investment Counsel
California
$223K -$5.75K -85 -3%
CCA
827
Checchi Capital Advisers
California
$223K -$3.92K -58 -2%
CHAM
828
Clear Harbor Asset Management
Connecticut
$223K -$945 -14 -0.4%
RIL
829
Rothschild Investment LLC
Illinois
$223K -$473 -7 -0.2%
DBIA
830
Dumont & Blake Investment Advisors
New Jersey
$222K -$2.84K -42 -1%
FTC
831
Farmers Trust Company
Ohio
$222K – – –
VFA
832
Voya Financial Advisors
Connecticut
$221K -$37.2K -556 -14%
WS
833
Wedbush Securities
California
$221K -$24.7K -365 -10%
PPSG
834
Princeton Portfolio Strategies Group
New Jersey
$221K – – –
IFAM
835
Institutional & Family Asset Management
Colorado
$220K -$3.64K -54 -2%
LCM
836
LCM Capital Management
Illinois
$220K +$220K +3,302 New
KPW
837
Kore Private Wealth
New York
$219K -$8.23K -122 -4%
NFG
838
Next Financial Group
Texas
$219K -$5.75K -85 -3%
HW
839
Hancock Whitney
Mississippi
$219K -$3.17K -47 -1%
JAM
840
Jupiter Asset Management
United Kingdom
$217K -$15.5M -229,672 -99%
HSA
841
HBK Sorce Advisory
Pennsylvania
$217K +$217K +3,211 New
CCB
842
Cutter & Co Brokerage
Missouri
$217K +$217K +3,219 New
DWT
843
Dorsey & Whitney Trust
South Dakota
$216K +$216K +3,187 New
RWG
844
Regal Wealth Group
California
$215K -$97.8K -1,446 -31%
SWMP
845
Signature Wealth Management Partners
New Jersey
$214K +$214K +3,162 New
MMPW
846
Mitchell McLeod Pugh & Williams
Alabama
$214K +$214K +3,164 New
DLA
847
Douglas Lane & Associates
New York
$211K -$29.5K -436 -12%
SIA
848
Soltis Investment Advisors
Utah
$209K +$209K +3,098 New
AF
849
Arrow Financial
New York
$208K -$38.3K -566 -16%
CT
850
Cambridge Trust
Massachusetts
$208K -$30.8K -456 -13%
32 33
34
35 36