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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 %
PFGIA
851
Patriot Financial Group Insurance Agency
Massachusetts
$180K +$180K +3,509 New
EP
852
Eudaimonia Partners
Tennessee
$178K +$178K +3,126 New
NIT
853
NumerixS Investment Technologies
British Columbia, Canada
$172K +$172K +3,024 New
SFM
854
Systematic Financial Management
New Jersey
$171K +$171K +3,000 New
BL
855
Bleichroeder LP
New York
$171K +$171K +3,000 New
LB
856
Legacy Bridge
Iowa
$171K +$171K +3,005 New
ACA
857
Atlas Capital Advisors
Wyoming
$171K +$171K +3,000 New
NICM
858
Neo Ivy Capital Management
New York
$169K +$169K +2,981 New
SAM
859
S.A. Mason
Michigan
$168K +$168K +2,962 New
IA
860
IFP Advisors
Florida
$168K +$168K +2,973 New
KPW
861
Kore Private Wealth
New York
$165K +$165K +2,904 New
VAIA
862
Virtus Alternative Investment Advisers
Connecticut
$165K +$165K +2,908 New
MCM
863
Manchester Capital Management
Vermont
$162K +$141K +2,481 +671%
IR
864
IAT Reinsurance
New York
$156K +$156K +2,746 New
FCB
865
First Command Bank
Texas
$154K +$154K +2,713 New
FCFS
866
First Command Financial Services
Texas
$154K +$154K +2,713 New
RWA
867
Ropes Wealth Advisors
Massachusetts
$152K +$152K +2,665 New
S
868
SignatureFD
Georgia
$151K +$151K +2,663 New
CI
869
CX Institutional
Indiana
$151K +$151K +2,663 New
CHA
870
Carmichael Hill & Associates
Maryland
$149K +$149K +2,622 New
MSFP
871
Mark Sheptoff Financial Planning
Connecticut
$149K +$149K +2,629 New
CLOS
872
Compagnie Lombard Odier SCmA
Switzerland
$142K +$142K +2,495 New
DOA
873
D'Orazio & Associates
Virginia
$139K +$139K +2,443 New
PWP
874
Principle Wealth Partners
Connecticut
$135K +$135K +2,380 New
BWP
875
Baldwin Wealth Partners
Massachusetts
$129K +$129K +2,279 New
33 34
35
36 37