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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 %
EDRH
901
Edmond de Rothschild Holding
Switzerland
$96K +$96K +1,670 New
JCM
902
Jacobi Capital Management
Pennsylvania
$96K +$96K +1,680 New
EW
903
Evoke Wealth
California
$94K +$94K +1,600 New
FCA
904
FinTrust Capital Advisors
South Carolina
$93K +$93K +1,629 New
APWM
905
Atlas Private Wealth Management
New York
$93K +$93K +1,637 New
LTI
906
Laffer Tengler Investments
Tennessee
$92.1K +$92.1K +1,620 New
ZB
907
Zions Bancorporation
Utah
$89K +$89K +1,572 New
WR
908
Watson Rebecca
$86K +$86K +1,505 New
MAM
909
Meeder Asset Management
Ohio
$85K +$85K +1,491 New
CFFP
910
Center for Financial Planning
Michigan
$78K +$78K +1,375 New
WCG
911
Weaver Consulting Group
California
$76K +$76K +1,336 New
RE
912
RBC Europe
United Kingdom
$73.2K +$73.2K +1,287 New
SC
913
Steph & Co
Wisconsin
$72K +$72K +1,261 New
ARMC
914
American Research & Management Company
Massachusetts
$70K +$70K +1,228 New
SCA
915
Stonebridge Capital Advisors
Minnesota
$70K +$70K +1,235 New
S
916
Seeyond
France
$69K +$69K +1,209 New
AWM
917
AllSquare Wealth Management
New York
$67K +$67K +1,175 New
CYG
918
Clean Yield Group
Vermont
$67K +$67K +1,183 New
SWA
919
Sutton Wealth Advisors
Florida
$66.4K +$66.4K +1,167 New
CIA
920
CSat Investment Advisory
Michigan
$66K +$66K +1,164 New
VIM
921
Veritas Investment Management
United Kingdom
$65K +$65K +1,137 New
MMG
922
Monetary Management Group
Missouri
$64K +$64K +1,121 New
BFC
923
Bedel Financial Consulting
Indiana
$64K +$64K +1,131 New
TFS
924
TrustCore Financial Services
Tennessee
$64K +$64K +1,134 New
1IA
925
1834 Investment Advisors
Wisconsin
$63K +$63K +1,108 New
35 36
37
38 39