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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
+$169M
2
Viking Global Investors
Viking Global Investors
Connecticut
+$162M
3
Morgan Stanley
Morgan Stanley
New York
+$133M
4
Invesco
Invesco
Georgia
+$131M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$87.7M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$180M
2
Dodge & Cox
Dodge & Cox
California
-$145M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$106M
4
State Street
State Street
Massachusetts
-$94M
5
MWA
Marshall Wace Asia
Hong Kong
-$84.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
KFC
1176
Klingenstein Fields & Co
New York
– -$422K -6,759 Closed
SEC
1177
Seven Eight Capital
New York
– -$375K -6,000 Closed
LOAMS
1178
Lombard Odier Asset Management (Switzerland)
Switzerland
– -$355K -5,683 Closed
JF
1179
Jump Financial
Illinois
– -$331K -5,300 Closed
CSM
1180
CAMG Solamere Management
North Carolina
– -$315K -5,042 Closed
DPIM
1181
Duff & Phelps Investment Management
Illinois
– -$290K -4,645 Closed
WP
1182
WMS Partners
Maryland
– -$287K -4,593 Closed
FMC
1183
First Merchants Corp
Indiana
– -$280K -4,491 Closed
AWA
1184
Arete Wealth Advisors
Illinois
– -$282K -4,463 Closed
BRWM
1185
B. Riley Wealth Management
Tennessee
– -$250K -4,007 Closed
BOC
1186
Barbara Oil Co
Illinois
– -$250K -4,000 Closed
TNA
1187
True North Advisors
Texas
– -$242K -3,884 Closed
Verition Fund Management
1188
Verition Fund Management
Connecticut
– -$235K -3,769 Closed
WCM
1189
Whitener Capital Management
North Carolina
– -$232K -3,725 Closed
FFBTD
1190
First Financial Bank - Trust Division
Ohio
– -$231K -3,702 Closed
LOAME
1191
Lombard Odier Asset Management (Europe)
United Kingdom
– -$231K -3,695 Closed
NME
1192
Notis-McConarty Edward
– -$230K -3,677 Closed
OTPPB
1193
Ontario Teachers' Pension Plan Board
Ontario, Canada
– -$229K -3,665 Closed
FMWA
1194
Forvis Mazars Wealth Advisors
Missouri
– -$226K -3,620 Closed
VFPI
1195
Vantage Financial Partners (Illinois)
Illinois
– -$222K -3,550 Closed
HTC
1196
Haverford Trust Company
Pennsylvania
– -$221K -3,547 Closed
SS
1197
Simplicity Solutions
Minnesota
– -$211K -3,386 Closed
EAM
1198
Eagle Asset Management
Florida
– -$210K -3,376 Closed
BFA
1199
Benedict Financial Advisors
Georgia
– -$209K -3,346 Closed
UFG
1200
United Fire Group
Iowa
– -$203K -3,250 Closed
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