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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
$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 %
TCOO
1201
Trust Company of Oklahoma
Oklahoma
– -$201K -3,213 Closed
PAM
1202
Paradigm Asset Management
New York
– -$187K -3,000 Closed
FFA
1203
Founders Financial Alliance
North Carolina
– -$146K -2,311 Closed
RIM
1204
Rampart Investment Management
Connecticut
– -$89K -1,425 Closed
WCG
1205
Weaver Consulting Group
California
– -$83K -1,336 Closed
SC
1206
Slow Capital
California
– -$73K -1,172 Closed
VIM
1207
Veritas Investment Management
United Kingdom
– -$62K -987 Closed
HCA
1208
Horan Capital Advisors
Ohio
– -$49K -786 Closed
JSC
1209
Jackson Square Capital
California
– -$42K -676 Closed
SIA
1210
SeaBridge Investment Advisors
New Jersey
– -$42K -669 Closed
CSPIA
1211
Cary Street Partners Investment Advisory
Virginia
– -$41K -658 Closed
SXL
1212
Summit X LLC
Missouri
– -$1.19K -518 Closed
PCWA
1213
Pacific Capital Wealth Advisors
California
– -$24K -389 Closed
AA
1214
Advisory Alpha
Michigan
– -$23K -349 Closed
Cohen & Steers
1215
Cohen & Steers
New York
– -$21K -337 Closed
RTC
1216
Riverview Trust Company
Washington
– -$19K -310 Closed
PFWA
1217
Paces Ferry Wealth Advisors
Georgia
– -$14K -224 Closed
JAM
1218
JCIC Asset Management
Ontario, Canada
– -$12K -190 Closed
AW
1219
Alpha Windward
Massachusetts
– -$12K -188 Closed
PFS
1220
Prospera Financial Services
Texas
– -$11K -179 Closed
NIC
1221
Northwest Investment Counselors
Oregon
– -$9K -137 Closed
JWM
1222
Jeppson Wealth Management
California
– -$8K -127 Closed
CPW
1223
Catalyst Private Wealth
California
– -$6K -102 Closed
CLOS
1224
Compagnie Lombard Odier SCmA
Switzerland
– -$6K -100 Closed
EIM
1225
Essex Investment Management
Massachusetts
– -$6K -100 Closed
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