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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 %
SWM
976
Sugarloaf Wealth Management
Georgia
$35K +$35K +611 New
LWM
977
Liberty Wealth Management
California
$35K +$35K +616 New
LS
978
Leelyn Smith
Illinois
$35K +$35K +620 New
SFSIG
979
San Francisco Sentry Investment Group
California
$35K +$35K +623 New
PCM
980
Penserra Capital Management
California
$35K +$35K +630 New
PCIA
981
Prime Capital Investment Advisors
Kansas
$34K +$34K +600 New
FNBOSM
982
First National Bank of South Miami
Florida
$34K +$34K +606 New
EI
983
Ellevest Inc
New York
$33K +$33K +575 New
PCM
984
Prelude Capital Management
New York
$33K +$33K +580 New
FBT
985
First Bank & Trust
South Dakota
$33K +$33K +589 New
1W
986
1776 Wealth
Georgia
$33K +$33K +590 New
CFG
987
CKW Financial Group
Hawaii
$31K +$31K +550 New
THWM
988
Taylor Hoffman Wealth Management
Virginia
$31K +$31K +551 New
GWS
989
Glassman Wealth Services
Virginia
$30K +$30K +522 New
BCA
990
Berman Capital Advisors
Georgia
$29K +$29K +529 New
BWM
991
BerganKDV Wealth Management
Minnesota
$28K +$28K +489 New
CB
992
CNB Bank
Pennsylvania
$28K +$28K +496 New
RAM
993
Riggs Asset Management
Pennsylvania
$28K +$28K +499 New
GC
994
Grace Capital
Massachusetts
$28K +$28K +500 New
TI
995
Truehand Inc
New Hampshire
$27K +$27K +474 New
GI
996
Gradient Investments
Minnesota
$27K +$27K +483 New
IBOK
997
Independence Bank of Kentucky
Kentucky
$26K +$26K +450 New
CWC
998
Carolinas Wealth Consulting
North Carolina
$26K +$26K +461 New
SFG
999
Sowa Financial Group
Rhode Island
$26K +$26K +466 New
CAC
1000
Core Alternative Capital
Georgia
$25K +$25K +448 New
38 39
40
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