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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 %
AIM
876
Acropolis Investment Management
Missouri
$125K +$125K +2,195 New
MLFP
877
MPS Loria Financial Planners
Illinois
$125K +$125K +2,200 New
CMBA
878
C.M. Bidwell & Associates
Hawaii
$122K +$122K +2,150 New
VRM
879
Vectors Research Management
New York
$121K +$121K +2,130 New
PL
880
Perpetual Ltd
Australia
$119K +$119K +2,087 New
QCG
881
Quadrant Capital Group
Ohio
$117K +$117K +2,056 New
SBSB
882
Sullivan, Bruyette, Speros & Blaney
Virginia
$115K +$115K +2,030 New
DSC
883
Duncker Streett & Co
Missouri
$114K +$114K +1,996 New
FFC
884
First Financial Corp
Indiana
$111K +$111K +1,945 New
PK
885
Pflug Koory
Nebraska
$111K +$111K +1,949 New
SFFS
886
Stonehage Fleming Financial Services
Jersey
$111K +$111K +1,977 New
WOC
887
West Oak Capital
California
$110K +$110K +1,930 New
FHA
888
First Horizon Advisors
Tennessee
$110K +$110K +1,946 New
CG
889
Cutler Group
California
$105K +$105K +1,854 New
FMTCOCP
890
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$103K +$103K +1,806 New
GRP
891
Global Retirement Partners
California
$103K +$103K +1,806 New
GCM
892
Gables Capital Management
Florida
$103K +$103K +1,811 New
BFEC
893
Benjamin F. Edwards & Company
Missouri
$102K +$102K +1,785 New
LC
894
Lindbrook Capital
California
$102K +$102K +1,787 New
FMLI
895
Fukoku Mutual Life Insurance
Japan
$102K +$102K +1,800 New
OPS
896
Orion Portfolio Solutions
Nebraska
$99K +$99K +1,748 New
PFBT
897
Parkside Financial Bank & Trust
Missouri
$98K +$98K +1,708 New
RTC
898
Riverview Trust Company
Washington
$97K +$97K +1,708 New
NSIM
899
North Star Investment Management
Illinois
$97K +$97K +1,711 New
MRCM
900
M&R Capital Management
New Jersey
$97K +$97K +1,718 New
34 35
36
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