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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 %
PI
126
PineBridge Investments
New York
$19.4M 310,779 +160,246 +106%
NC
127
Nicholas Company
Wisconsin
$19.2M 308,235 +10,595 +4%
Chevy Chase Trust
128
Chevy Chase Trust
Maryland
$19.2M 307,824 -26,961 -8%
First Trust Advisors
129
First Trust Advisors
Illinois
$19.2M 307,669 +51,937 +20%
Canada Life
130
Canada Life
Manitoba, Canada
$19.1M 305,640 -9,047 -3%
RJA
131
Raymond James & Associates
Florida
$18.3M 292,676 -11,486 -4%
MSR
132
Main Street Research
Connecticut
$18.1M 290,048 +11,288 +4%
Skandinaviska Enskilda Banken (SEB)
133
Skandinaviska Enskilda Banken (SEB)
Sweden
$17.9M 285,970 +8,770 +3%
FMI
134
Factory Mutual Insurance
Massachusetts
$17.3M 277,126 – –
State of New Jersey Common Pension Fund D
135
State of New Jersey Common Pension Fund D
New Jersey
$17.1M 274,669 -962 -0.3%
Teacher Retirement System of Texas
136
Teacher Retirement System of Texas
Texas
$16.2M 260,214 +29,521 +13%
SAM
137
Scopus Asset Management
New York
$16M 256,877 +256,877 New
PWLP
138
Prio Wealth Limited Partnership
Massachusetts
$15.2M 243,906 +10,695 +5%
US Bancorp
139
US Bancorp
Minnesota
$14.8M 236,482 -72,225 -23%
JAM
140
Jupiter Asset Management
United Kingdom
$14.5M 232,880 +232,880 New
MLL
141
Moody Lynn & Lieberson
Massachusetts
$14.5M 232,309 +52,638 +29%
PAM
142
Panagora Asset Management
Massachusetts
$14.5M 231,657 -3,221 -1%
MSE
143
MUFG Securities EMEA
United Kingdom
$14.5M 231,500 +50,000 +28%
Mitsubishi UFJ Asset Management
144
Mitsubishi UFJ Asset Management
Japan
$14.1M 226,422 +38,419 +20%
TAS
145
TIFF Advisory Services
Pennsylvania
$14M 224,674 -46,522 -17%
LCAM
146
London & Capital Asset Management
United Kingdom
$13.8M 221,688 +18,524 +9%
SEI Investments
147
SEI Investments
Pennsylvania
$13.2M 210,811 +37,948 +22%
Ensign Peak Advisors
148
Ensign Peak Advisors
Utah
$12.7M 203,053 +45,101 +29%
YCMGA
149
York Capital Management Global Advisors
New York
$12.7M 202,747 -296,018 -59%
MSL
150
Mackay Shields LLC
New York
$12.6M 202,555 +68,513 +51%
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