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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 %
SG Americas Securities
851
SG Americas Securities
New York
$173K -$132K -2,118 -43%
IR
852
IAT Reinsurance
New York
$171K – – –
CHA
853
Carmichael Hill & Associates
Maryland
$168K +$3.88K +62 +2%
CI
854
CX Institutional
Indiana
$166K -$312 -5 -0.2%
RWA
855
Ropes Wealth Advisors
Massachusetts
$165K -$1.56K -25 -0.9%
DOA
856
D'Orazio & Associates
Virginia
$152K – – –
CCM
857
Copeland Capital Management
Pennsylvania
$148K +$148K +2,376 New
FFA
858
Founders Financial Alliance
North Carolina
$146K +$146K +2,311 New
AIM
859
Acropolis Investment Management
Missouri
$137K – – –
MLFP
860
MPS Loria Financial Planners
Illinois
$137K – – –
QCG
861
Quadrant Capital Group
Ohio
$136K +$7.62K +122 +6%
FCFS
862
First Command Financial Services
Texas
$133K -$35.6K -573 -21%
FCB
863
First Command Bank
Texas
$133K -$35.6K -573 -21%
VRM
864
Vectors Research Management
New York
$133K – – –
PL
865
Perpetual Ltd
Australia
$130K – – –
VAIA
866
Virtus Alternative Investment Advisers
Connecticut
$126K -$55.8K -893 -31%
MCM
867
Manchester Capital Management
Vermont
$125K -$53.6K -856 -30%
CMBA
868
C.M. Bidwell & Associates
Hawaii
$125K -$9.71K -155 -7%
FFC
869
First Financial Corp
Indiana
$120K -$2.2K -35 -2%
GRP
870
Global Retirement Partners
California
$116K +$3.13K +50 +3%
SBSB
871
Sullivan, Bruyette, Speros & Blaney
Virginia
$114K -$12.3K -198 -10%
GCM
872
Gables Capital Management
Florida
$113K – – –
LC
873
Lindbrook Capital
California
$111K -$124 -2 -0.1%
ONST
874
Old North State Trust
North Carolina
$106K +$106K +1,691 New
IMRF
875
Illinois Municipal Retirement Fund
Illinois
$105K +$105K +1,679 New
33 34
35
36 37