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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 %
SL
1076
Savior LLC
Massachusetts
$2K 33 – –
AWM
1077
Avior Wealth Management
Nebraska
$2K 38 +9 +31%
CWA
1078
Carolina Wealth Advisors
South Carolina
$2K 25 +25 New
FGA
1079
Fortis Group Advisors
New Jersey
$2K 38 +38 New
PWM
1080
Provident Wealth Management
Tennessee
$2K 38 +38 New
SXL
1081
Summit X LLC
Missouri
$1.19K 518 +518 New
CG
1082
Cutler Group
California
$1K 24 -1,830 -99%
HFS
1083
HBC Financial Services
Washington
$1K 12 -50 -81%
NL
1084
NVWM LLC
Pennsylvania
$1K 12 -25 -68%
CCA
1085
Column Capital Advisors
Indiana
$1K 17 -3 -15%
FAM
1086
Fred Alger Management
New York
$1K 13 – –
HWM
1087
Holloway Wealth Management
Florida
– – – –
OAJ
1088
Ogorek Anthony Joseph
New York
$1K 23 – –
WB
1089
West Bancorporation
Iowa
$1K 20 – –
SA
1090
SRH Advisors
Kansas
$1K 8 – –
FEG
1091
Financial Enhancement Group
Indiana
$1K 23 – –
GTAM
1092
Global Trust Asset Management
Florida
$1K 11 – –
LAS
1093
Lloyd Advisory Services
Georgia
$1K 10 – –
HWM
1094
HighMark Wealth Management
Minnesota
$1K 10 – –
TCM
1095
TD Capital Management
Tennessee
$1K 20 – –
WLPWM
1096
Walled Lake Planning & Wealth Management
Illinois
$1K 14 – –
FP
1097
Fiduciary Planning
Florida
$1K 9 +9 New
TWP
1098
TFO Wealth Partners
Ohio
$1K 12 +12 New
CCM
1099
Chiron Capital Management
Florida
$1K 15 +15 New
FCA
1100
FinTrust Capital Advisors
South Carolina
$103 1,644 +15 +0.9%
42 43
44
45 46