OTIS icon

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
$695M

Top Sellers

1
HC
HNP Capital
New York
$0
2
EIP
Easterly Investment Partners
Massachusetts
$0
3
BAS
Brown Advisory Securities
Maryland
$651K
4
CCM
CAAS Capital Management
New York
$0
5
VFA
Valeo Financial Advisors
Indiana
$446K
Name Holding Trade Value Shares
Change 		Shares
Change %
AAP
1001
Arax Advisory Partners
Colorado
$24K +$24K +414 New
FPB
1002
First PREMIER Bank
South Dakota
$23K +$23K +400 New
FANJ
1003
Financial Architects (New Jersey)
New Jersey
$23K +$23K +405 New
VCM
1004
Vigilant Capital Management
Maine
$22K +$22K +379 New
JFA
1005
JNBA Financial Advisors
Minnesota
$22K +$22K +380 New
MHR
1006
Matthew Hamilton Rosenberg
$22K +$22K +392 New
EARNEST Partners
1007
EARNEST Partners
Georgia
$20K +$20K +346 New
BC
1008
Belmont Capital
California
$20K +$20K +350 New
CAGAS
1009
Capital Advisory Group Advisory Services
Minnesota
$20K +$20K +350 New
SWM
1010
Selective Wealth Management
Virginia
$20K +$20K +355 New
WPA
1011
West Paces Advisors
Georgia
$19.7K +$19.7K +346 New
AIC
1012
Archer Investment Corporation
Indiana
$19.5K +$19.5K +343 New
HWA
1013
HHM Wealth Advisors
Tennessee
$19K +$19K +331 New
Cohen & Steers
1014
Cohen & Steers
New York
$19K +$19K +337 New
PWMG
1015
Prestige Wealth Management Group
New Jersey
$19K +$19K +337 New
SIAS
1016
Shine Investment Advisory Services
Colorado
$19K +$19K +338 New
BAM
1017
Barrett Asset Management
New York
$19K +$19K +341 New
GAM
1018
Gemmer Asset Management
California
$18K +$18K +311 New
EWM
1019
Endurance Wealth Management
Rhode Island
$18K +$18K +329 New
TJHA
1020
Thomas J. Herzfeld Advisors
Florida
$17K +$17K +269 New
MA
1021
MCF Advisors
Kentucky
$17K +$17K +296 New
OSNBOA
1022
Old Second National Bank of Aurora
Illinois
$17K +$17K +300 New
AW
1023
Alpha Windward
Massachusetts
$17K +$17K +304 New
FWM
1024
FSA Wealth Management
Massachusetts
$17K +$17K +307 New
GEA
1025
Glen Eagle Advisors
New Jersey
$16.5K +$16.5K +290 New
39 40
41
42 43