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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
+$574M

Top Sellers

1
HC
HNP Capital
New York
-$1.29M
2
EIP
Easterly Investment Partners
Massachusetts
-$609K
3
BAS
Brown Advisory Securities
Maryland
-$601K
4
CCM
CAAS Capital Management
New York
-$532K
5
VFA
Valeo Financial Advisors
Indiana
-$458K
Name Holding Trade Value Shares
Change 		Shares
Change %
AW
1101
Avion Wealth
Texas
$1K +$1K +10 New
LAS
1102
Lloyd Advisory Services
Georgia
$1K +$1K +10 New
GTAM
1103
Global Trust Asset Management
Florida
$1K +$1K +11 New
FAM
1104
Fred Alger Management
New York
$1K +$1K +13 New
BWL
1105
Bogart Wealth LLC
Virginia
$1K +$1K +14 New
WLPWM
1106
Walled Lake Planning & Wealth Management
Illinois
$1K +$1K +14 New
EWA
1107
Evolution Wealth Advisors
Florida
$1K +$1K +14 New
WB
1108
West Bancorporation
Iowa
$1K +$1K +20 New
TCM
1109
TD Capital Management
Tennessee
$1K +$1K +20 New
CCA
1110
Column Capital Advisors
Indiana
$1K +$1K +20 New
FEG
1111
Financial Enhancement Group
Indiana
$1K +$1K +23 New
OAJ
1112
Ogorek Anthony Joseph
New York
$1K +$1K +23 New
PCFFS
1113
Pacific Center for Financial Services
California
$1K +$1K +25 New
BCM
1114
Bourgeon Capital Management
Connecticut
$1K +$1K +25 New
AWM
1115
Avior Wealth Management
Nebraska
$1K +$1K +29 New
FCH
1116
Freestone Capital Holdings
Washington
$227 +$227 +4,001 New
NA
1117
Nottingham Advisors
New York
$210 +$210 +3,701 New
TI
1118
tru Independence
Oregon
$106 +$106 +1,859 New
WIM
1119
Westside Investment Management
California
$22 +$22 +398 New
HC
1120
HNP Capital
New York
– -$1.29M -28,102 Closed
EIP
1121
Easterly Investment Partners
Massachusetts
– -$609K -12,188 Closed
CCM
1122
CAAS Capital Management
New York
– -$532K -10,641 Closed
OLA
1123
Oliver Luxxe Assets
New Jersey
– -$387K -8,768 Closed
TC
1124
TownSquare Capital
Utah
– -$234K -4,712 Closed
AIC
1125
Ameritas Investment Company
Nebraska
– -$57K -1,199 Closed
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