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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.

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
1
Bank of New York Mellon
New York
$564M
2
Viking Global Investors
2
Viking Global Investors
Connecticut
$187M
3
Los Angeles Capital Management
3
Los Angeles Capital Management
California
$189M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$87.5M
5
CVA
5
Ceredex Value Advisors
Florida
$120M

Top Sellers

1
CS
1
Credit Suisse
Switzerland
$418M
2
Adage Capital Partners
2
Adage Capital Partners
Massachusetts
$64.6M
3
Franklin Resources
3
Franklin Resources
California
$46.3M
4
Citadel Advisors
4
Citadel Advisors
Florida
$3.7M
5
BAM
5
Burgundy Asset Management
Ontario, Canada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CFD
1051
Creative Financial Designs
Indiana
$4K 66 -25 -27%
MF
1052
Manchester Financial
California
$4K 70 -18 -20%
RBC
1053
Roble Belko & Company
Pennsylvania
$4K 64 – –
RA
1054
Rational Advisors
New York
$4K 67 +67 New
NIM
1055
NuWave Investment Management
New Jersey
$4K 67 +67 New
IBOK
1056
Independence Bank of Kentucky
Kentucky
$3K 51 -399 -89%
TC
1057
Trust Company
Kansas
$3K 54 -92 -63%
HIIFS
1058
Harel Insurance Investments & Financial Services
Israel
$3K 55 – –
LF
1059
Lee Financial
Texas
$3K 50 – –
TCM
1060
Tradewinds Capital Management
Washington
$3K 42 – –
AJ
1061
Ashburton (Jersey)
Jersey
$3K 47 – –
CFO
1062
CVA Family Office
Colorado
$3K 54 – –
SQA
1063
Simon Quick Advisors
New Jersey
$3K 42 +42 New
BWM
1064
BNC Wealth Management
Oregon
$3K 53 +53 New
Millennium Management
1065
Millennium Management
New York
$2.56K 40,975 -72,872 -64%
GFPC
1066
Global Financial Private Client
Florida
$2.31K 37 – –
EARNEST Partners
1067
EARNEST Partners
Georgia
$2K 28 -318 -92%
CBT
1068
Central Bank & Trust
Kentucky
$2K 30 -220 -88%
CT
1069
Clearstead Trust
Maine
$2K 38 -212 -85%
CCM
1070
Cribstone Capital Management
Maine
$2K 32 -125 -80%
FMP
1071
Financial Management Professionals
Texas
$2K 30 -111 -79%
IF
1072
Ironwood Financial
Arizona
$2K 30 – –
PCFFS
1073
Pacific Center for Financial Services
California
$2K 25 – –
IWP
1074
IAG Wealth Partners
Wisconsin
$2K 20 – –
SL
1075
Savior LLC
Massachusetts
$2K 33 – –
41 42
43
44 45