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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 %
PCA
926
Peddock Capital Advisors
Massachusetts
$79K +$79K +1,175 New
TFS
927
TrustCore Financial Services
Tennessee
$77K +$5.65K +84 +8%
BFC
928
Bedel Financial Consulting
Indiana
$76K – – –
MMG
929
Monetary Management Group
Missouri
$76K – – –
SIM
930
Sonora Investment Management
Arizona
$74K +$29.2K +433 +65%
CTFG
931
Capstone Triton Financial Group
Oklahoma
$74K +$74K +1,090 New
1IA
932
1834 Investment Advisors
Wisconsin
$73K – – –
RA
933
Reby Advisors
Connecticut
$73K +$73K +1,078 New
CWC
934
Carolinas Wealth Consulting
North Carolina
$72K +$44.2K +655 +159%
RE
935
RBC Europe
United Kingdom
$71.6K – – –
ACM
936
AUA Capital Management
Pennsylvania
$69K – – –
HDIM
937
Hanson & Doremus Investment Management
Vermont
$68K – – –
ARMC
938
American Research & Management Company
Massachusetts
$68K – – –
GC
939
Grace Capital
Massachusetts
$68K +$34K +500 +100%
CAAS
940
Capital Asset Advisory Services
Michigan
$68K +$68K +1,001 New
MIM
941
Meridiem Investment Management
United Kingdom
$67K +$67K +987 New
CBT
942
CoreFirst Bank & Trust
Kansas
$67K +$67K +993 New
CA
943
Crewe Advisors
Utah
$66K -$5.04K -75 -7%
HS
944
Horan Securities
United States
$65K – – –
HI
945
Hudock Inc
Pennsylvania
$64K -$269 -4 -0.4%
FWM
946
Filbrandt Wealth Management
Wisconsin
$63K – – –
CYG
947
Clean Yield Group
Vermont
$62K +$4.47K +66 +8%
PCM
948
Penserra Capital Management
California
$62K +$13.9K +206 +29%
GLLW
949
Graves Light Lenhart Wealth
Virginia
$61K +$61K +906 New
TIAM2
950
Tru Independence Asset Management 2
Oregon
$61K +$61K +910 New
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