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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 %
MHR
976
Matthew Hamilton Rosenberg
$24K – – –
HFA
977
HC Financial Advisors
California
$24K +$24K +385 New
PCWA
978
Pacific Capital Wealth Advisors
California
$24K +$24K +389 New
NFSG
979
Newbridge Financial Services Group
Florida
$24K +$24K +392 New
OSNBOA
980
Old Second National Bank of Aurora
Illinois
$23K +$4.45K +72 +24%
AA
981
Advisory Alpha
Michigan
$23K +$23K +349 New
BWP
982
Baldwin Wealth Partners
Massachusetts
$22K -$121K -1,929 -85%
WOC
983
West Oak Capital
California
$22K -$99.3K -1,580 -82%
CB
984
CNB Bank
Pennsylvania
$22K -$8.57K -139 -28%
SWM
985
Selective Wealth Management
Virginia
$22K – – –
AIC
986
Archer Investment Corporation
Indiana
$21.4K – – –
CAGAS
987
Capital Advisory Group Advisory Services
Minnesota
$21K -$1.21K -19 -5%
Cohen & Steers
988
Cohen & Steers
New York
$21K – – –
PWMG
989
Prestige Wealth Management Group
New Jersey
$21K – – –
FRA
990
Front Row Advisors
California
$21K +$2.3K +34 +12%
LTI
991
Laffer Tengler Investments
Tennessee
$20.9K -$80.2K -1,285 -79%
BWM
992
BerganKDV Wealth Management
Minnesota
$20K -$9.91K -162 -33%
JFA
993
JNBA Financial Advisors
Minnesota
$20K -$4.13K -65 -17%
RTC
994
Riverview Trust Company
Washington
$19K -$85.7K -1,398 -82%
SIAS
995
Shine Investment Advisory Services
Colorado
$19K -$1.65K -27 -8%
GAM
996
Gemmer Asset Management
California
$19K – – –
Parallax Volatility Advisers
997
Parallax Volatility Advisers
California
$19K +$10.1K +161 +113%
GEA
998
Glen Eagle Advisors
New Jersey
$18.1K – – –
GWS
999
Glassman Wealth Services
Virginia
$17K -$15K -245 -47%
KFS
1000
Kelly Financial Services
Massachusetts
$16.7K +$62 +1 +0.4%
38 39
40
41 42