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Otis Worldwide
OTIS

Overview Fund Activity

1,161 hedge funds and large institutions have $25.2B invested in Otis Worldwide in 2020 Q4 according to their latest regulatory filings, with 154 funds opening new positions, 291 increasing their positions, 533 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,161
Holders Change
+54
Holders Change %
+4.88%
% of All Funds
20.6%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.28%
New
154
Increased
291
Reduced
533
Closed
87
Calls
$34.3M
Puts
$14.7M
Net Calls
+$19.6M
Net Calls Change
+$87K

Top Buyers

1
Deutsche Bank
Deutsche Bank
Germany
+$169M
2
Viking Global Investors
Viking Global Investors
Connecticut
+$162M
3
Morgan Stanley
Morgan Stanley
New York
+$133M
4
Invesco
Invesco
Georgia
+$131M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$87.7M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$180M
2
Dodge & Cox
Dodge & Cox
California
-$145M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$106M
4
State Street
State Street
Massachusetts
-$94M
5
MWA
Marshall Wace Asia
Hong Kong
-$84.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAWCM
1101
Mine & Arao Wealth Creation & Management
California
$5K – – –
DI
1102
Disciplined Investments
Oklahoma
$5K – – –
MF
1103
Manchester Financial
California
$5K – – –
TC
1104
Trust Company
Kansas
$5K +$1.09K +15 +28%
LS
1105
Leelyn Smith
Illinois
$4K -$37.6K -508 -90%
RBC
1106
Roble Belko & Company
Pennsylvania
$4K – – –
CFD
1107
Creative Financial Designs
Indiana
$4K – – –
PCA
1108
Providence Capital Advisors
North Carolina
$4K +$4K +54 New
WWM
1109
Wolff Wiese Magana
California
$4K +$4K +56 New
RPWA
1110
Regent Peak Wealth Advisors
Georgia
$4K +$4K +56 New
ST
1111
Sageworth Trust
Pennsylvania
$4K +$4K +57 New
CWM
1112
Curi Wealth Management
North Carolina
$4K +$4K +61 New
TWM
1113
Tradition Wealth Management
Minnesota
$4K +$4K +64 New
IBOK
1114
Independence Bank of Kentucky
Kentucky
$3K – – –
LF
1115
Lee Financial
Texas
$3K – – –
TCM
1116
Tradewinds Capital Management
Washington
$3K – – –
AJ
1117
Ashburton (Jersey)
Jersey
$3K – – –
CT
1118
Clearstead Trust
Maine
$3K – – –
LWP
1119
Laurel Wealth Planning
Minnesota
$3K +$3K +43 New
GFPC
1120
Global Financial Private Client
Florida
$2.5K – – –
SL
1121
Savior LLC
Massachusetts
$2K -$63 -1 -3%
EARNEST Partners
1122
EARNEST Partners
Georgia
$2K – – –
CCM
1123
Cribstone Capital Management
Maine
$2K – – –
PCFFS
1124
Pacific Center for Financial Services
California
$2K – – –
APWA
1125
Atlas Private Wealth Advisors
New Jersey
$2K – – –
43 44
45
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