OTIS icon

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 %
ELC
1126
Edgar Lomax Company
Virginia
– -$3.56M -52,643 Closed
SCM
1127
Sirios Capital Management
Massachusetts
– -$3.45M -51,046 Closed
AWAM
1128
Appian Way Asset Management
New York
– -$3.17M -46,883 Closed
E
1129
Ergoteles
New York
– -$3.03M -44,859 Closed
BA
1130
Bridgewater Associates
Connecticut
– -$2.53M -37,501 Closed
SC
1131
Saturna Capital
Washington
– -$2.41M -35,604 Closed
VF
1132
Vest Financial
Virginia
– -$2.3M -34,039 Closed
FCMC
1133
Founders Capital Management (Connecticut)
Connecticut
– -$2.08M -30,812 Closed
TC
1134
TwinBeech Capital
New York
– -$1.88M -27,848 Closed
CIC
1135
Cutler Investment Counsel
Oregon
– -$1.74M -25,741 Closed
IAA
1136
Independent Advisor Alliance
North Carolina
– -$1.2M -17,756 Closed
CIA
1137
Covington Investment Advisors
Pennsylvania
– -$1.17M -17,269 Closed
DSA
1138
Davis Selected Advisers
Arizona
– -$850K -12,579 Closed
1832 Asset Management
1139
1832 Asset Management
Ontario, Canada
– -$800K -11,950 Closed
CC
1140
Centiva Capital
New York
– -$770K -11,399 Closed
AC
1141
Athanor Capital
New York
– -$739K -10,946 Closed
LD
1142
Lipe & Dalton
New York
– -$709K -10,502 Closed
KJHP
1143
K.J. Harrison & Partners
Ontario, Canada
– -$675K -10,000 Closed
MCM
1144
McMillion Capital Management
North Carolina
– -$578K -8,558 Closed
Capstone Investment Advisors
1145
Capstone Investment Advisors
New York
– -$563K -8,334 Closed
PWW
1146
Pettyjohn Wood & White
Virginia
– -$558K -8,267 Closed
BAMF
1147
BI Asset Management Fondsmaeglerselskab
Denmark
– -$514K -7,605 Closed
CNAM
1148
Campbell Newman Asset Management
Wisconsin
– -$416K -6,152 Closed
QI
1149
Qtron Investments
Massachusetts
– -$411K -6,085 Closed
BB
1150
Berkshire Bank
Massachusetts
– -$347K -5,136 Closed
44 45
46
47 48