OTIS icon

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 %
EWM
1001
Endurance Wealth Management
Rhode Island
$16K -$5.4K -83 -25%
CAM
1002
Costello Asset Management
Pennsylvania
$16K – – –
VNA
1003
Valley National Advisers
Pennsylvania
$16K – – –
AIM
1004
Arcadia Investment Management
Michigan
$16K – – –
TJHA
1005
Thomas J. Herzfeld Advisors
Florida
$16K – – –
RIM
1006
Rockbridge Investment Management
New York
$15K -$27.5K -433 -65%
BCA
1007
Berman Capital Advisors
Georgia
$14K -$16.7K -288 -54%
MA
1008
MCF Advisors
Kentucky
$14K -$4.18K -68 -23%
VCM
1009
Versant Capital Management
Arizona
$14K -$498 -8 -3%
HGWM
1010
Harvest Group Wealth Management
Massachusetts
$14K – – –
PFWA
1011
Paces Ferry Wealth Advisors
Georgia
$14K +$14K +224 New
PS
1012
Planned Solutions
California
$13K +$13K +212 New
CIA
1013
Cascade Investment Advisors
Oregon
$12.9K – – –
LWA
1014
Lenox Wealth Advisors
New York
$12K -$27.7K -450 -70%
AW
1015
Alpha Windward
Massachusetts
$12K -$7.4K -116 -38%
HB
1016
Horizon Bancorp
Indiana
$12K +$308 +5 +3%
LJHT
1017
Laurie J. Hall Trustee
$12K +$12K +189 New
JAM
1018
JCIC Asset Management
Ontario, Canada
$12K +$12K +190 New
KCM
1019
Kathmere Capital Management
Pennsylvania
$12K +$12K +200 New
FP
1020
Financial Perspectives
Minnesota
$11.2K – – –
PFS
1021
Prospera Financial Services
Texas
$11K +$11K +179 New
FPB
1022
First PREMIER Bank
South Dakota
$10K -$13.5K -230 -58%
NSB
1023
Norway Savings Bank
Maine
$10K -$1.11K -17 -10%
SIS
1024
Sound Income Strategies
Florida
$9K – – –
NIC
1025
Northwest Investment Counselors
Oregon
$9K +$9K +137 New
39 40
41
42 43