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Otis Worldwide
OTIS

Overview Fund Activity

1,161 hedge funds and large institutions have $25.2B invested in Otis Worldwide in 2020 Q4 according to their latest regulatory filings, with 154 funds opening new positions, 291 increasing their positions, 533 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,161
Holders Change
+54
Holders Change %
+4.88%
% of All Funds
20.6%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.28%
New
154
Increased
291
Reduced
533
Closed
87
Calls
$34.3M
Puts
$14.7M
Net Calls
+$19.6M
Net Calls Change
+$87K

Top Buyers

1
Deutsche Bank
Deutsche Bank
Germany
+$169M
2
Viking Global Investors
Viking Global Investors
Connecticut
+$162M
3
Morgan Stanley
Morgan Stanley
New York
+$133M
4
Invesco
Invesco
Georgia
+$131M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$87.7M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$180M
2
Dodge & Cox
Dodge & Cox
California
-$145M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$106M
4
State Street
State Street
Massachusetts
-$94M
5
MWA
Marshall Wace Asia
Hong Kong
-$84.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
FPS
901
Fieldpoint Private Securities
Connecticut
$114K +$114K +1,692 New
EDRH
902
Edmond de Rothschild Holding
Switzerland
$112K – – –
MRCM
903
M&R Capital Management
New Jersey
$111K – – –
FMTCOCP
904
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$110K – – –
CMBA
905
C.M. Bidwell & Associates
Hawaii
$109K -$26.1K -385 -19%
MSFP
906
Mark Sheptoff Financial Planning
Connecticut
$109K -$3.37K -50 -3%
JCM
907
Jacobi Capital Management
Pennsylvania
$106K -$5.08K -75 -5%
APWM
908
Atlas Private Wealth Management
New York
$105K -$7.65K -113 -7%
FCA
909
FinTrust Capital Advisors
South Carolina
$104K -$6.74K -100 -6%
APA
910
American Portfolios Advisors
New York
$104K -$306K -4,532 -75%
AWM
911
AllSquare Wealth Management
New York
$103K +$23.4K +346 +29%
NSIM
912
North Star Investment Management
Illinois
$102K -$8.42K -125 -8%
EW
913
Evoke Wealth
California
$101K – – –
FHC
914
First Horizon Corporation
Tennessee
$100K +$12.6K +188 +14%
GWM
915
Greenhouse Wealth Management
Connecticut
$96K +$96K +1,420 New
CFFP
916
Center for Financial Planning
Michigan
$93K – – –
PK
917
Pflug Koory
Nebraska
$89K -$4.25K -63 -5%
IWMA
918
Ironwood Wealth Management (Arizona)
Arizona
$89K +$89K +1,315 New
FF
919
FourThought Financial
Florida
$86K +$86K +1,282 New
SC
920
Steph & Co
Wisconsin
$85K – – –
CPFP
921
Clear Perspectives Financial Planning
Ohio
$83K +$83K +1,231 New
S
922
Seeyond
France
$82K -$468 -7 -0.6%
OSAM
923
O'Shaughnessy Asset Management
Connecticut
$81K +$27.1K +401 +50%
SWA
924
Sutton Wealth Advisors
Florida
$79.3K +$1.01K +15 +1%
ZB
925
Zions Bancorporation
Utah
$79K -$6.42K -95 -8%
35 36
37
38 39