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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 %
HDIM
926
Hanson & Doremus Investment Management
Vermont
$61K +$61K +1,075 New
EWM
927
Elmwood Wealth Management
California
$61K +$61K +1,075 New
CFG
928
Capstone Financial Group
Oklahoma
$60K +$60K +1,053 New
TSW
929
Thompson Siegel & Walmsley
Virginia
$57K +$57K +995 New
RDWM
930
Red Door Wealth Management
Tennessee
$57K +$57K +1,004 New
CA
931
Crewe Advisors
Utah
$57K +$57K +1,008 New
SIAP
932
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$57K +$57K +1,016 New
FWM
933
Filbrandt Wealth Management
Wisconsin
$55K +$55K +964 New
TWA
934
TCI Wealth Advisors
Arizona
$55K +$55K +964 New
HS
935
Horan Securities
United States
$55K +$55K +966 New
M
936
MOTCO
Texas
$55K +$55K +969 New
BDWM
937
Brewin Dolphin Wealth Management
Ireland
$54.7K +$54.7K +962 New
BAM
938
Bellevue Asset Management
Washington
$54K – – –
BWM
939
Baystate Wealth Management
Massachusetts
$54K +$54K +950 New
HI
940
Hudock Inc
Pennsylvania
$54K +$54K +955 New
MCM
941
MV Capital Management
Maryland
$52K +$52K +910 New
AF
942
Allworth Financial
California
$52K +$52K +920 New
HR
943
Howe & Rusling
New York
$52K +$52K +922 New
ACM
944
AUA Capital Management
Pennsylvania
$51K +$51K +900 New
JWA
945
JFS Wealth Advisors
Pennsylvania
$51K +$51K +902 New
PP
946
PrairieView Partners
Minnesota
$50K +$50K +871 New
PB
947
Pinnacle Bancorp
Nebraska
$50K +$50K +874 New
CAL
948
Capital Advisors Ltd
Ohio
$50K +$50K +877 New
MIFH
949
Migdal Insurance & Financial Holdings
Israel
$50K +$50K +880 New
JGIA
950
Jackson Grant Investment Advisers
Connecticut
$49K +$49K +855 New
36 37
38
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