OTIS icon

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
$228M
2
Viking Global Investors
Viking Global Investors
Connecticut
$365M
3
Morgan Stanley
Morgan Stanley
New York
$247M
4
Invesco
Invesco
Georgia
$212M
5
Capital Research Global Investors
Capital Research Global Investors
California
$602M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$274M
2
Dodge & Cox
Dodge & Cox
California
$451M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$184M
4
State Street
State Street
Massachusetts
$2.27B
5
MWA
Marshall Wace Asia
Hong Kong
$79.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
TI
1151
tru Independence
Oregon
$38 +$38 +564 New
WIM
1152
Westside Investment Management
California
$28 +$1 +21 +5%
Alyeska Investment Group
1153
Alyeska Investment Group
Illinois
– -$31.4M -502,708 Closed
TAS
1154
TIFF Advisory Services
Pennsylvania
– -$14M -224,674 Closed
Mawer Investment Management
1155
Mawer Investment Management
Alberta, Canada
– -$11.6M -186,454 Closed
First Eagle Investment Management
1156
First Eagle Investment Management
New York
– -$6.38M -102,156 Closed
PCM
1157
Pentwater Capital Management
Florida
– -$6.24M -100,000 Closed
BGIM
1158
Boussard & Gavaudan Investment Management
United Kingdom
– -$5.98M -94,375 Closed
JG
1159
Jefferies Group
New York
– -$5.01M -80,200 Closed
BIM
1160
Bogle Investment Management
Massachusetts
– -$3.26M -52,244 Closed
QC
1161
Quadrature Capital
United Kingdom
– -$2.68M -42,977 Closed
CC
1162
Cipher Capital
New York
– -$2.65M -42,461 Closed
WMSA
1163
Weiss Multi-Strategy Advisers
New York
– -$2.1M -33,625 Closed
FCBT
1164
First Citizens Bank & Trust
North Carolina
– -$1.68M -26,922 Closed
NAM
1165
North American Management
Massachusetts
– -$1.06M -16,970 Closed
AIM
1166
Aigen Investment Management
New York
– -$761K -12,194 Closed
IEFM
1167
IQ EQ Fund Management
Ireland
– -$679K -10,880 Closed
DTL
1168
Dynamic Technology Lab
Singapore
– -$636K -10,190 Closed
HCA
1169
Harbour Capital Advisors
Virginia
– -$557K -8,924 Closed
IC
1170
IEQ Capital
California
– -$550K -8,811 Closed
NMIFOAC
1171
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
– -$526K -8,433 Closed
FCT
1172
Family Capital Trust
Massachusetts
– -$499K -7,999 Closed
PPW
1173
Parcion Private Wealth
Washington
– -$476K -7,544 Closed
AAM
1174
Ascension Asset Management
New York
– -$463K -7,413 Closed
KFS
1175
Kurt F. Somerville
– -$425K -6,801 Closed
45 46
47
48 49