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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 %
CYG
926
Clean Yield Group
Vermont
$53K -$20.8K -333 -28%
APW
927
Acima Private Wealth
Virginia
$52K – – –
BWA
928
Burt Wealth Advisors
Maryland
$51K – – –
MCM
929
MV Capital Management
Maryland
$50K -$6.88K -110 -12%
OSAM
930
O'Shaughnessy Asset Management
Connecticut
$50K +$6.02K +96 +14%
KFA
931
Kelleher Financial Advisors
New York
$49K – – –
HCA
932
Horan Capital Advisors
Ohio
$49K +$49K +786 New
TF
933
Tompkins Financial
New York
$47K -$3.24K -52 -6%
PMFA
934
Plante Moran Financial Advisors
Michigan
$46K -$499 -8 -1%
MCA
935
Mercer Capital Advisers
New Jersey
$46K – – –
SIAP
936
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$45K -$18.1K -291 -29%
M
937
MOTCO
Texas
$45K -$15.6K -249 -26%
PFP
938
Pinnacle Financial Partners
Tennessee
$45K – – –
LWM
939
Liberty Wealth Management
California
$45K +$6.29K +100 +16%
TFM
940
TFC Financial Management
Massachusetts
$45K +$45K +725 New
HCP
941
Hexagon Capital Partners
Arkansas
$45K +$45K +730 New
JGIA
942
Jackson Grant Investment Advisers
Connecticut
$44K -$9.67K -154 -18%
PCM
943
Penserra Capital Management
California
$44K +$5.18K +84 +13%
AWA
944
Arkadios Wealth Advisors
Georgia
$43.4K -$650 -10 -1%
EI
945
Ellevest Inc
New York
$43K +$7.42K +120 +21%
AF
946
Allworth Financial
California
$42K -$15.9K -253 -28%
SIM
947
Sonora Investment Management
Arizona
$42K -$315 -5 -0.7%
SIA
948
SeaBridge Investment Advisors
New Jersey
$42K – – –
HRC
949
Hoertkorn Richard Charles
$42K – – –
PCIA
950
Prime Capital Investment Advisors
Kansas
$42K +$4.11K +65 +11%
36 37
38
39 40