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Otis Worldwide
OTIS

Overview Fund Activity

1,123 hedge funds and large institutions have $25.4B invested in Otis Worldwide in 2021 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 328 increasing their positions, 522 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,123
Holders Change
-38
Holders Change %
-3.27%
% of All Funds
19.77%
Holding in Top 10
12
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-25%
% of All Funds
0.21%
New
90
Increased
328
Reduced
522
Closed
118
Calls
$39M
Puts
$21.4M
Net Calls
+$17.6M
Net Calls Change
-$1.97M

Top Buyers

1
VAM
Vontobel Asset Management
New York
$276M
2
LCOV
London Company of Virginia
Virginia
$167M
3
BlackRock
BlackRock
New York
$2.35B
4
Invesco
Invesco
Georgia
$346M
5
Boston Partners
Boston Partners
Massachusetts
$228M

Top Sellers

1
State Street
State Street
Massachusetts
$1.82B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$186M
3
ProShare Advisors
ProShare Advisors
Maryland
$4.12M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$516M
5
CVA
Ceredex Value Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SSC
1101
Syverson Strege & Co
Iowa
$1K – – –
NL
1102
NVWM LLC
Pennsylvania
$1K – – –
BWL
1103
Bogart Wealth LLC
Virginia
$1K – – –
SFO
1104
Standard Family Office
South Dakota
$1K – – –
OAJ
1105
Ogorek Anthony Joseph
New York
$1K – – –
TCM
1106
TD Capital Management
Tennessee
$1K – – –
GTAM
1107
Global Trust Asset Management
Florida
$1K – – –
CWA
1108
Carolina Wealth Advisors
South Carolina
$1K – – –
LAS
1109
Lloyd Advisory Services
Georgia
$1K – – –
HWM
1110
HighMark Wealth Management
Minnesota
$1K – – –
ANBT
1111
American National Bank & Trust
Texas
$1K +$1K +5 New
HFA
1112
Hoover Financial Advisors
Pennsylvania
$1K +$1K +7 New
AP
1113
Arlington Partners
Alabama
$1K +$1K +9 New
WWM
1114
Wagner Wealth Management
South Carolina
$1K +$1K +20 New
HFS
1115
HBC Financial Services
Washington
$851 – – –
SWM
1116
Sugarloaf Wealth Management
Georgia
$40 -$2 -24 -4%
WIM
1117
Westside Investment Management
California
$13 -$15 -223 -53%
CVA
1118
Ceredex Value Advisors
Florida
– -$96.1M -1,422,562 Closed
Capital International Investors
1119
Capital International Investors
California
– -$39.5M -584,771 Closed
Jacobs Levy Equity Management
1120
Jacobs Levy Equity Management
New Jersey
– -$18.8M -277,656 Closed
HGM
1121
Highside Global Management
Texas
– -$17.4M -258,300 Closed
YCMGA
1122
York Capital Management Global Advisors
New York
– -$9.27M -137,213 Closed
Balyasny Asset Management
1123
Balyasny Asset Management
Illinois
– -$7.96M -117,803 Closed
MSE
1124
MUFG Securities EMEA
United Kingdom
– -$6.59M -97,500 Closed
MSA
1125
Mason Street Advisors
Wisconsin
– -$3.79M -56,173 Closed
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45
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