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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 %
SWK
1176
Stephen W. Kidder
– – -3,794 Closed
MWM
1177
Madison Wealth Management
Ohio
– – -3,788 Closed
FNBT
1178
FineMark National Bank & Trust
Florida
– – -3,751 Closed
GP
1179
Girard Partners
Pennsylvania
– – -3,708 Closed
NA
1180
Nottingham Advisors
New York
– – -3,701 Closed
BFIM
1181
Beese Fulmer Investment Management
Ohio
– – -3,672 Closed
AF
1182
Aldebaran Financial
– – -3,612 Closed
RCA
1183
Resonant Capital Advisors
Wisconsin
– – -3,521 Closed
BSAM
1184
Blue Square Asset Management
New York
– – -3,331 Closed
NIT
1185
NumerixS Investment Technologies
British Columbia, Canada
– – -3,024 Closed
ACA
1186
Atlas Capital Advisors
Wyoming
– – -3,000 Closed
NICM
1187
Neo Ivy Capital Management
New York
– – -2,981 Closed
PWP
1188
Principle Wealth Partners
Connecticut
– – -2,380 Closed
TI
1189
tru Independence
Oregon
– – -1,859 Closed
OPS
1190
Orion Portfolio Solutions
Nebraska
– – -1,748 Closed
WR
1191
Watson Rebecca
– – -1,505 Closed
SCA
1192
Stonebridge Capital Advisors
Minnesota
– – -1,235 Closed
RDWM
1193
Red Door Wealth Management
Tennessee
– – -1,004 Closed
MIFH
1194
Migdal Insurance & Financial Holdings
Israel
– – -880 Closed
CWP
1195
CFM Wealth Partners
Texas
– – -786 Closed
WFMPM
1196
Woodley Farra Manion Portfolio Management
Indiana
– – -781 Closed
PA
1197
Procyon Advisors
Connecticut
– – -724 Closed
FA
1198
Fortis Advisors
Pennsylvania
– – -625 Closed
1W
1199
1776 Wealth
Georgia
– – -590 Closed
PCM
1200
Prelude Capital Management
New York
– – -580 Closed
46 47
48
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