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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
$564M
2
Viking Global Investors
Viking Global Investors
Connecticut
$187M
3
Los Angeles Capital Management
Los Angeles Capital Management
California
$189M
4
Renaissance Technologies
Renaissance Technologies
New York
$87.5M
5
CVA
Ceredex Value Advisors
Florida
$120M

Top Sellers

1
CS
Credit Suisse
Switzerland
$418M
2
Adage Capital Partners
Adage Capital Partners
Massachusetts
$64.6M
3
Franklin Resources
Franklin Resources
California
$46.3M
4
Citadel Advisors
Citadel Advisors
Florida
$3.7M
5
BAM
Burgundy Asset Management
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MMG
901
Monetary Management Group
Missouri
$70K – – –
BWM
902
Baystate Wealth Management
Massachusetts
$70K +$10.5K +167 +18%
1IA
903
1834 Investment Advisors
Wisconsin
$67K -$2.06K -33 -3%
CFG
904
Capstone Financial Group
Oklahoma
$67K – – –
RE
905
RBC Europe
United Kingdom
$66.2K -$14.2K -227 -18%
TFS
906
TrustCore Financial Services
Tennessee
$66K -$4.54K -73 -6%
CA
907
Crewe Advisors
Utah
$66K +$3.12K +50 +5%
FHA
908
First Horizon Advisors
Tennessee
$65K -$56.3K -903 -46%
ACM
909
AUA Capital Management
Pennsylvania
$64K +$7.81K +125 +14%
ARMC
910
American Research & Management Company
Massachusetts
$63K -$13.9K -222 -18%
HDIM
911
Hanson & Doremus Investment Management
Vermont
$63K -$3.79K -61 -6%
PHK
912
Point72 Hong Kong
Hong Kong
$63K +$63K +1,013 New
VIM
913
Veritas Investment Management
United Kingdom
$62K -$9.42K -150 -13%
EWM
914
Elmwood Wealth Management
California
$61K – – –
TWA
915
TCI Wealth Advisors
Arizona
$61K +$502 +8 +0.8%
HS
916
Horan Securities
United States
$60K – – –
BAM
917
Bellevue Asset Management
Washington
$59K – – –
HI
918
Hudock Inc
Pennsylvania
$59K +$123 +2 +0.2%
TAIM
919
TD Ameritrade Investment Management
Nebraska
$59K +$59K +942 New
FWM
920
Filbrandt Wealth Management
Wisconsin
$58K -$2.12K -34 -4%
HR
921
Howe & Rusling
New York
$58K – – –
BDWM
922
Brewin Dolphin Wealth Management
Ireland
$56.2K -$3.87K -62 -6%
CAL
923
Capital Advisors Ltd
Ohio
$55K – – –
JWA
924
JFS Wealth Advisors
Pennsylvania
$54K -$2.51K -40 -4%
PP
925
PrairieView Partners
Minnesota
$54K +$62 +1 +0.1%
35 36
37
38 39