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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
1
Deutsche Bank
Germany
$228M
2
Viking Global Investors
2
Viking Global Investors
Connecticut
$365M
3
Morgan Stanley
3
Morgan Stanley
New York
$247M
4
Invesco
4
Invesco
Georgia
$212M
5
Capital Research Global Investors
5
Capital Research Global Investors
California
$602M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$274M
2
Dodge & Cox
2
Dodge & Cox
California
$451M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$184M
4
State Street
4
State Street
Massachusetts
$2.27B
5
MWA
5
Marshall Wace Asia
Hong Kong
$79.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Voloridge Investment Management
201
Voloridge Investment Management
Florida
$8.39M +$8.39M +124,164 New
AMI
202
Amica Mutual Insurance
Rhode Island
$8.31M – – –
FAF
203
Fjarde Ap-fonden
Sweden
$8.29M -$290K -4,300 -3%
BFS
204
Bradley Foster & Sargent
Connecticut
$8.28M -$382K -5,650 -4%
Zurich Cantonal Bank
205
Zurich Cantonal Bank
Switzerland
$8.28M +$568K +8,415 +7%
Lazard Asset Management
206
Lazard Asset Management
New York
$8.11M +$1.93M +28,557 +31%
ASRS
207
Arizona State Retirement System
Arizona
$8.02M -$433K -6,406 -5%
Canada Pension Plan Investment Board
208
Canada Pension Plan Investment Board
Ontario, Canada
$7.98M +$68.8K +1,019 +0.9%
Balyasny Asset Management
209
Balyasny Asset Management
Illinois
$7.96M -$56.7M -838,997 -88%
First Manhattan
210
First Manhattan
New York
$7.77M +$688K +10,192 +10%
Fifth Third Bancorp
211
Fifth Third Bancorp
Ohio
$7.73M -$696K -10,297 -8%
JPMPWA
212
J.P. Morgan Private Wealth Advisors
California
$7.68M -$999K -14,793 -12%
MG
213
Markel Group
Virginia
$7.64M +$71.6K +1,060 +0.9%
MSL
214
Mackay Shields LLC
New York
$7.62M -$6.06M -89,767 -44%
GT
215
Glenmede Trust
Pennsylvania
$7.6M -$3.11M -46,089 -29%
HighTower Advisors
216
HighTower Advisors
Illinois
$7.39M -$903K -13,417 -11%
LIA
217
LS Investment Advisors
Michigan
$7.12M -$333K -4,932 -4%
EAMA
218
EFG Asset Management (Americas)
Florida
$7.09M +$335K +4,950 +5%
Truist Financial
219
Truist Financial
North Carolina
$7.07M -$446K -6,605 -6%
Handelsbanken Fonder
220
Handelsbanken Fonder
Sweden
$7.03M +$432K +6,396 +7%
CGI
221
Comgest Global Investors
France
$6.97M -$87.8K -1,300 -1%
SOMRS
222
State of Michigan Retirement System
Michigan
$6.92M -$101K -1,500 -1%
MIM
223
MetLife Investment Management
New Jersey
$6.68M -$292K -4,324 -4%
CB
224
Commerce Bank
Missouri
$6.66M -$579K -8,576 -8%
AAF
225
Andra AP-fonden
Sweden
$6.59M -$453K -6,700 -6%
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