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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 %
ABC
1151
Associated Banc-Corp
Wisconsin
– -$326K -4,833 Closed
QP
1152
Quilter Plc
United Kingdom
– -$320K -4,734 Closed
OF
1153
Outfitter Financial
Maine
– -$319K -4,720 Closed
KCMRT
1154
Kemper Corp Master Retirement Trust
Illinois
– -$309K -4,575 Closed
IMRF
1155
Illinois Municipal Retirement Fund
Illinois
– -$304K -4,496 Closed
CB
1156
Cadence Bank
Mississippi
– -$303K -4,487 Closed
WSCM
1157
Wellington Shields Capital Management
New York
– -$280K -4,141 Closed
EML
1158
Eos Management LP
New York
– -$276K -4,079 Closed
AWM
1159
Aevitas Wealth Management
Massachusetts
– -$269K -3,979 Closed
KCM
1160
Kornitzer Capital Management
Kansas
– -$265K -3,930 Closed
LWAC
1161
Laurel Wealth Advisors (California)
California
– -$263K -3,893 Closed
F
1162
F3Logic
Minnesota
– -$262K -3,886 Closed
IHL
1163
Investment House LLC
California
– -$260K -3,851 Closed
ST
1164
Spinnaker Trust
Maine
– -$255K -3,780 Closed
JHP
1165
James Hambro & Partners
United Kingdom
– -$248K -3,667 Closed
IWC
1166
Integrated Wealth Concepts
Massachusetts
– -$247K -3,662 Closed
IP
1167
Intellectus Partners
California
– -$245K -3,624 Closed
CNFG
1168
Creegan & Nassoura Financial Group
New Hampshire
– -$233K -3,443 Closed
CA
1169
Callahan Advisors
Texas
– -$229K -3,397 Closed
HI
1170
Horizon Investments
North Carolina
– -$225K -3,327 Closed
VFA
1171
Voya Financial Advisors
Connecticut
– -$221K -3,305 Closed
JAM
1172
Jupiter Asset Management
United Kingdom
– -$217K -3,208 Closed
DWT
1173
Dorsey & Whitney Trust
South Dakota
– -$216K -3,187 Closed
CT
1174
Cambridge Trust
Massachusetts
– -$208K -3,082 Closed
IIA
1175
ICW Investment Advisors
Arizona
– -$205K -3,066 Closed
45 46
47
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