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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 %
JSC
951
Jackson Square Capital
California
$42K +$42K +676 New
OC
952
Oakworth Capital
Alabama
$41K -$251 -4 -0.6%
SBL
953
Sargent Bickham Lagudis
Colorado
$41K – – –
CSPIA
954
Cary Street Partners Investment Advisory
Virginia
$41K +$41K +658 New
PFO
955
Pathstone Family Office
New Jersey
$40K – – –
MWP
956
Meridian Wealth Partners
Pennsylvania
$40K – – –
PB
957
Pinnacle Bancorp
Nebraska
$39K -$15.6K -250 -29%
SWM
958
Sugarloaf Wealth Management
Georgia
$38K – – –
FNBOSM
959
First National Bank of South Miami
Florida
$36K -$1.88K -30 -5%
FBT
960
First Bank & Trust
South Dakota
$36K -$749 -12 -2%
LS
961
Leelyn Smith
Illinois
$35K -$3.61K -58 -9%
CFG
962
CKW Financial Group
Hawaii
$34K – – –
FCM
963
Firestone Capital Management
Florida
$33K -$12.6K -200 -28%
FPFS
964
First Personal Financial Services
North Carolina
$32K -$14K -225 -30%
GC
965
Grace Capital
Massachusetts
$31K – – –
HWA
966
HHM Wealth Advisors
Tennessee
$31K +$10.3K +164 +50%
TI
967
Truehand Inc
New Hampshire
$30K – – –
GI
968
Gradient Investments
Minnesota
$30K – – –
TSW
969
Thompson Siegel & Walmsley
Virginia
$29K -$32.5K -526 -53%
SFG
970
Sowa Financial Group
Rhode Island
$29K – – –
SFSIG
971
San Francisco Sentry Investment Group
California
$27K -$11.1K -182 -29%
CAC
972
Core Alternative Capital
Georgia
$27K -$743 -12 -3%
CWC
973
Carolinas Wealth Consulting
North Carolina
$26K -$3.09K -49 -11%
AAP
974
Arax Advisory Partners
Colorado
$26K – – –
VCM
975
Vigilant Capital Management
Maine
$24K – – –
37 38
39
40 41