OTIS icon

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 %
MSFP
876
Mark Sheptoff Financial Planning
Connecticut
$104K -$60K -962 -37%
EDRH
877
Edmond de Rothschild Holding
Switzerland
$104K – – –
APWM
878
Atlas Private Wealth Management
New York
$104K +$1.69K +27 +2%
MRCM
879
M&R Capital Management
New Jersey
$103K -$3.86K -62 -4%
FMTCOCP
880
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$102K -$10.9K -175 -10%
NSIM
881
North Star Investment Management
Illinois
$102K -$4.48K -72 -4%
JCM
882
Jacobi Capital Management
Pennsylvania
$102K -$2.42K -39 -2%
PFBT
883
Parkside Financial Bank & Trust
Missouri
$99K -$7.95K -127 -7%
EW
884
Evoke Wealth
California
$93K -$6.8K -109 -7%
BFEC
885
Benjamin F. Edwards & Company
Missouri
$91K -$20.2K -324 -18%
RIM
886
Rampart Investment Management
Connecticut
$89K -$515K -8,243 -85%
PK
887
Pflug Koory
Nebraska
$86K -$35.2K -566 -29%
CFFP
888
Center for Financial Planning
Michigan
$86K – – –
WCG
889
Weaver Consulting Group
California
$83K – – –
FHC
890
First Horizon Corporation
Tennessee
$81K +$81K +1,303 New
DSC
891
Duncker Streett & Co
Missouri
$79K -$45.5K -729 -37%
ZB
892
Zions Bancorporation
Utah
$79K -$19.2K -307 -20%
SC
893
Steph & Co
Wisconsin
$79K – – –
S
894
Seeyond
France
$77K +$1.56K +25 +2%
MAM
895
Meeder Asset Management
Ohio
$76K -$16.9K -271 -18%
AWM
896
AllSquare Wealth Management
New York
$73K – – –
SC
897
Slow Capital
California
$73K +$73K +1,172 New
SWA
898
Sutton Wealth Advisors
Florida
$72.3K -$499 -8 -0.7%
CIA
899
CSat Investment Advisory
Michigan
$71K -$1.37K -22 -2%
BFC
900
Bedel Financial Consulting
Indiana
$71K – – –
34 35
36
37 38