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Otis Worldwide
OTIS

Overview Fund Activity

1,107 hedge funds and large institutions have $23B invested in Otis Worldwide in 2020 Q3 according to their latest regulatory filings, with 113 funds opening new positions, 257 increasing their positions, 570 reducing their positions, and 124 closing their positions.

Holders
1,107
Holders Change
-17
Holders Change %
-1.51%
% of All Funds
22.4%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.3%
New
113
Increased
257
Reduced
570
Closed
124
Calls
$28.1M
Puts
$8.65M
Net Calls
+$19.5M
Net Calls Change
+$11.1M

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$564M
2
Viking Global Investors
2
Viking Global Investors
Connecticut
$187M
3
Los Angeles Capital Management
3
Los Angeles Capital Management
California
$189M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$87.5M
5
CVA
5
Ceredex Value Advisors
Florida
$120M

Top Sellers

1
CS
1
Credit Suisse
Switzerland
$418M
2
Adage Capital Partners
2
Adage Capital Partners
Massachusetts
$64.6M
3
Franklin Resources
3
Franklin Resources
California
$46.3M
4
Citadel Advisors
4
Citadel Advisors
Florida
$3.7M
5
BAM
5
Burgundy Asset Management
Ontario, Canada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
VIA
1151
Vident Investment Advisory
Georgia
– – -6,119 Closed
FMBTD
1152
First Midwest Bank Trust Division
Illinois
– – -6,054 Closed
GW
1153
GW & Wade
Massachusetts
– – -5,557 Closed
CFG
1154
Citizens Financial Group
Rhode Island
– – -5,517 Closed
CL
1155
CSS LLC
Illinois
– – -5,427 Closed
BIAS
1156
Beacon Investment Advisory Services
New Jersey
– – -5,098 Closed
LNB
1157
Ledyard National Bank
– – -5,043 Closed
SFG
1158
Summit Financial Group
West Virginia
– – -4,946 Closed
LWMM
1159
Legacy Wealth Management (Mississippi)
Mississippi
– – -4,914 Closed
IC
1160
Inverness Counsel
New York
– – -4,883 Closed
WPP
1161
Whalerock Point Partners
Rhode Island
– – -4,830 Closed
WIC
1162
Whitegate Investment Counselors
New Hampshire
– – -4,719 Closed
SCA
1163
Snowden Capital Advisors
New York
– – -4,650 Closed
EB
1164
Eastern Bank
Massachusetts
– – -4,221 Closed
WAM
1165
Wealthspire Advisors (Maryland)
Maryland
– – -4,201 Closed
RIA
1166
Realta Investment Advisors
Delaware
– – -4,170 Closed
NED
1167
Nancy E. Dempze
– – -4,151 Closed
MJP
1168
Michael J. Puzo
– – -4,040 Closed
FC
1169
Ferris Capital
Massachusetts
– – -4,024 Closed
BWAM
1170
Boyd Watterson Asset Management
Ohio
– – -4,015 Closed
DAS
1171
Dynamic Advisor Solutions
Arizona
– – -4,006 Closed
ARTA
1172
A.R.T. Advisors
New York
– – -4,000 Closed
MCCP
1173
Mission Creek Capital Partners
California
– – -3,917 Closed
TNB
1174
Thomasville National Bank
Georgia
– – -3,872 Closed
WIC
1175
Woodmont Investment Counsel
Tennessee
– – -3,839 Closed
45 46
47
48 49