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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 %
APW
951
Acima Private Wealth
Virginia
$47K +$47K +834 New
TF
952
Tompkins Financial
New York
$46K +$46K +807 New
BWA
953
Burt Wealth Advisors
Maryland
$46K +$46K +812 New
TL
954
TrueWealth LLC
Georgia
$45K +$45K +793 New
KFA
955
Kelleher Financial Advisors
New York
$45K +$45K +800 New
WFMPM
956
Woodley Farra Manion Portfolio Management
Indiana
$44K +$44K +781 New
CWP
957
CFM Wealth Partners
Texas
$44K +$44K +786 New
MCA
958
Mercer Capital Advisers
New Jersey
$42K +$42K +739 New
FPFS
959
First Personal Financial Services
North Carolina
$42K +$42K +740 New
PMFA
960
Plante Moran Financial Advisors
Michigan
$42K +$42K +746 New
PA
961
Procyon Advisors
Connecticut
$41K +$41K +724 New
PFP
962
Pinnacle Financial Partners
Tennessee
$41K +$41K +725 New
FCM
963
Firestone Capital Management
Florida
$41K +$41K +725 New
OSAM
964
O'Shaughnessy Asset Management
Connecticut
$40K +$40K +701 New
HRC
965
Hoertkorn Richard Charles
$39K +$39K +682 New
AWA
966
Arkadios Wealth Advisors
Georgia
$38.9K +$38.9K +678 New
SBL
967
Sargent Bickham Lagudis
Colorado
$38K +$38K +661 New
SIA
968
SeaBridge Investment Advisors
New Jersey
$38K +$38K +669 New
RIM
969
Rockbridge Investment Management
New York
$38K +$38K +669 New
SIM
970
Sonora Investment Management
Arizona
$38K +$38K +671 New
MWP
971
Meridian Wealth Partners
Pennsylvania
$37K +$37K +644 New
LWA
972
Lenox Wealth Advisors
New York
$37K +$37K +645 New
OC
973
Oakworth Capital
Alabama
$37K +$37K +657 New
FA
974
Fortis Advisors
Pennsylvania
$36K +$36K +625 New
PFO
975
Pathstone Family Office
New Jersey
$36K +$36K +646 New
37 38
39
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