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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 %
EARNEST Partners
1126
EARNEST Partners
Georgia
$2K – – –
SIAG
1127
Signet Investment Advisory Group
Rhode Island
$2K +$2K +25 New
MIM
1128
Merrion Investment Management
New Jersey
$2K +$2K +26 New
SFA
1129
Semmax Financial Advisors
North Carolina
$2K +$2K +29 New
TCWA
1130
Ten Capital Wealth Advisors
Washington
$2K +$2K +34 New
TC
1131
Truvestments Capital
Florida
$2K +$2K +43 New
FPW
1132
Flagship Private Wealth
Massachusetts
$1.43K +$1.43K +23 New
CWA
1133
Carolina Wealth Advisors
South Carolina
$1K -$1.5K -15 -60%
FMP
1134
Financial Management Professionals
Texas
$1K -$667 -12 -40%
FAM
1135
Fred Alger Management
New York
$1K -$83 -1 -8%
FEG
1136
Financial Enhancement Group
Indiana
$1K -$45 -1 -4%
TCM
1137
TD Capital Management
Tennessee
$1K – – –
CCA
1138
Column Capital Advisors
Indiana
$1K – – –
OAJ
1139
Ogorek Anthony Joseph
New York
$1K – – –
NL
1140
NVWM LLC
Pennsylvania
$1K – – –
BHWM
1141
Bay Harbor Wealth Management
Maryland
$1K – – –
LAS
1142
Lloyd Advisory Services
Georgia
$1K – – –
HWM
1143
HighMark Wealth Management
Minnesota
$1K – – –
HFS
1144
HBC Financial Services
Washington
$1K – – –
WLPWM
1145
Walled Lake Planning & Wealth Management
Illinois
$1K – – –
GTAM
1146
Global Trust Asset Management
Florida
$1K – – –
SSC
1147
Syverson Strege & Co
Iowa
$1K +$1K +8 New
CWM
1148
Cranbrook Wealth Management
Michigan
$1K +$1K +12 New
IA
1149
Inspire Advisors
Idaho
$1K +$1K +15 New
SFO
1150
Standard Family Office
South Dakota
$1K +$1K +21 New
44 45
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