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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 %
THWM
1201
Taylor Hoffman Wealth Management
Virginia
– – -551 Closed
RAM
1202
Riggs Asset Management
Pennsylvania
– – -499 Closed
FANJ
1203
Financial Architects (New Jersey)
New Jersey
– – -405 Closed
BC
1204
Belmont Capital
California
– – -350 Closed
FWM
1205
FSA Wealth Management
Massachusetts
– – -307 Closed
EWP
1206
Engrave Wealth Partners
Texas
– – -239 Closed
CWM
1207
Campbell Wealth Management
Virginia
– – -230 Closed
MA
1208
Modus Advisors
Minnesota
– – -157 Closed
FIA
1209
FNY Investment Advisers
New York
– – -150 Closed
BL
1210
Balentine LLC
Georgia
– – -139 Closed
YAL
1211
Your Advocates Ltd
Texas
– – -100 Closed
AWM
1212
Apollon Wealth Management
South Carolina
– – -98 Closed
PA
1213
Perennial Advisors
New York
– – -87 Closed
PIMG
1214
Patriot Investment Management Group
Tennessee
– – -77 Closed
AA
1215
AlphaMark Advisors
Kentucky
– – -75 Closed
JPLA
1216
Joseph P. Lucia & Associates
New York
– – -75 Closed
RCWMU
1217
Rothschild & Co Wealth Management (UK)
United Kingdom
– – -73 Closed
MFT
1218
Moisand Fitzgerald Tamayo
Florida
– – -54 Closed
ME
1219
McIlrath & Eck
Washington
– – -53 Closed
MWA
1220
MFA Wealth Advisors
Pennsylvania
– – -44 Closed
BBA
1221
Braun-Bostich & Associates
Pennsylvania
– – -32 Closed
BCM
1222
Bourgeon Capital Management
Connecticut
– – -25 Closed
EWA
1223
Evolution Wealth Advisors
Florida
– – -14 Closed
AW
1224
Avion Wealth
Texas
– – -10 Closed
TFA
1225
Transamerica Financial Advisors
Florida
– – -1 Closed
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