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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 %
RCWMU
1076
Rothschild & Co Wealth Management (UK)
United Kingdom
$4K +$4K +73 New
JPLA
1077
Joseph P. Lucia & Associates
New York
$4K +$4K +75 New
TIM
1078
Tortoise Investment Management
New York
$4K +$4K +75 New
AA
1079
AlphaMark Advisors
Kentucky
$4K +$4K +75 New
TFA
1080
Toth Financial Advisory
Virginia
$4K +$4K +76 New
AJ
1081
Ashburton (Jersey)
Jersey
$3K +$3K +47 New
LF
1082
Lee Financial
Texas
$3K +$3K +50 New
ME
1083
McIlrath & Eck
Washington
$3K +$3K +53 New
MFT
1084
Moisand Fitzgerald Tamayo
Florida
$3K +$3K +54 New
CFO
1085
CVA Family Office
Colorado
$3K +$3K +54 New
HIIFS
1086
Harel Insurance Investments & Financial Services
Israel
$3K +$3K +55 New
MWA
1087
MFA Wealth Advisors
Pennsylvania
$2.5K +$2.5K +44 New
GFPC
1088
Global Financial Private Client
Florida
$2.06K +$2.06K +37 New
IWP
1089
IAG Wealth Partners
Wisconsin
$2K +$2K +20 New
APWA
1090
Atlas Private Wealth Advisors
New Jersey
$2K +$2K +27 New
IF
1091
Ironwood Financial
Arizona
$2K +$2K +30 New
BBA
1092
Braun-Bostich & Associates
Pennsylvania
$2K +$2K +32 New
SL
1093
Savior LLC
Massachusetts
$2K +$2K +33 New
MAWCM
1094
Mine & Arao Wealth Creation & Management
California
$2K +$2K +37 New
NL
1095
NVWM LLC
Pennsylvania
$2K +$2K +37 New
TCM
1096
Tradewinds Capital Management
Washington
$2K +$2K +42 New
RG
1097
Retirement Group
California
$2K +$2K +43 New
HWM
1098
Holloway Wealth Management
Florida
$1K – – –
TFA
1099
Transamerica Financial Advisors
Florida
$1K +$1K +1 New
HWM
1100
HighMark Wealth Management
Minnesota
$1K +$1K +10 New
42 43
44
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