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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 %
NEAM
1026
New England Asset Management
Connecticut
$8K – – –
TFO
1027
Tarbox Family Office
California
$8K – – –
TIM
1028
Tortoise Investment Management
New York
$8K +$3.2K +50 +67%
JWM
1029
Jeppson Wealth Management
California
$8K +$8K +127 New
RCA
1030
Ranch Capital Advisors
Florida
$7K – – –
POIA
1031
Pin Oak Investment Advisors
Texas
$7K – – –
GWMIA
1032
Global Wealth Management Investment Advisory
Florida
$7K – – –
CLOS
1033
Compagnie Lombard Odier SCmA
Switzerland
$6K -$144K -2,395 -96%
TFGT
1034
TS Financial Group (TSFG)
Illinois
$6K -$4.84K -75 -45%
LFG
1035
LifePlan Financial Group
Ohio
$6K – – –
PO
1036
Private Ocean
California
$6K – – –
LFG
1037
Larson Financial Group
Missouri
$6K – – –
FWM
1038
Focused Wealth Management
New York
$6K +$191 +3 +3%
AssetMark Inc
1039
AssetMark Inc
California
$6K +$1.63K +26 +37%
RG
1040
Retirement Group
California
$6K +$3.26K +51 +119%
CMA
1041
Cedar Mountain Advisors
Oregon
$6K +$6K +89 New
JWM
1042
Janiczek Wealth Management
Colorado
$6K +$6K +97 New
EIM
1043
Essex Investment Management
Massachusetts
$6K +$6K +100 New
CPW
1044
Catalyst Private Wealth
California
$6K +$6K +102 New
WPA
1045
West Paces Advisors
Georgia
$5.99K -$15.6K -250 -72%
DI
1046
Disciplined Investments
Oklahoma
$5K -$7.18K -112 -59%
HCM
1047
Horrell Capital Management
Arkansas
$5K – – –
TFA
1048
Toth Financial Advisory
Virginia
$5K – – –
MAWCM
1049
Mine & Arao Wealth Creation & Management
California
$5K +$2.53K +38 +103%
BAM
1050
Barrett Asset Management
New York
$4K -$16.4K -274 -80%
40 41
42
43 44