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Otis Worldwide
OTIS

Overview Fund Activity

34 hedge funds and large institutions have $176M invested in Otis Worldwide in 2020 Q1 according to their latest regulatory filings, with 33 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

Holders
34
Holders Change
+33
Holders Change %
+3,300%
% of All Funds
0.75%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
33
Increased
–
Reduced
–
Closed
–
Calls
$2.92M
Puts
$2.96M
Net Calls
-$45K
Net Calls Change
-$45K

Top Buyers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$107M
2
Northern Trust
2
Northern Trust
Illinois
$35M
3
GCM
3
Gates Capital Management
New York
$8.15M
4
SAM
4
Sandbar Asset Management
United Kingdom
$4.42M
5
NIPH
5
NN Investment Partners Holdings
Netherlands
$3.2M

Top Sellers

No sellers this quarter
Name Market Value Shares Shares
Change 		Shares
Change %
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$107M 2,139,121 +2,139,121 New
Northern Trust
2
Northern Trust
Illinois
$35M 700,143 +700,143 New
GCM
3
Gates Capital Management
New York
$8.15M 162,988 +162,988 New
SAM
4
Sandbar Asset Management
United Kingdom
$4.42M 88,409 +88,409 New
NIPH
5
NN Investment Partners Holdings
Netherlands
$3.2M 64,092 +64,092 New
Morgan Stanley
6
Morgan Stanley
New York
$3.07M 61,320 +61,320 New
SC
7
Saturna Capital
Washington
$1.7M 35,750 +35,750 New
AllianceBernstein
8
AllianceBernstein
Tennessee
$1.59M 31,887 +31,887 New
CC
9
Courier Capital
New York
$1.29M 28,102 +28,102 New
HC
10
HNP Capital
New York
$1.29M 28,102 +28,102 New
OAC
11
OMERS Administration Corp
Ontario, Canada
$1.01M 20,227 +20,227 New
Citigroup
12
Citigroup
New York
$1.01M 20,227 +20,227 New
BAS
13
Brown Advisory Securities
Maryland
$999K 21,826 +21,826 New
VFA
14
Valeo Financial Advisors
Indiana
$780K 15,911 +15,911 New
Point72 Asset Management
15
Point72 Asset Management
Connecticut
$749K 14,982 +14,982 New
Osaic Holdings
16
Osaic Holdings
Arizona
$629K 13,702 +13,702 New
Carson Wealth (CWM LLC)
17
Carson Wealth (CWM LLC)
Nebraska
$611K 7,471 – –
EIP
18
Easterly Investment Partners
Massachusetts
$609K 12,188 +12,188 New
CCM
19
CAAS Capital Management
New York
$532K 10,641 +10,641 New
PWM
20
Perigon Wealth Management
California
$506K 10,302 +10,302 New
OLA
21
Oliver Luxxe Assets
New Jersey
$387K 8,768 +8,768 New
PWAP
22
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$342K 6,883 +6,883 New
MIC
23
Means Investment Company
Maine
$313K 6,650 +6,650 New
KCMRT
24
Kemper Corp Master Retirement Trust
Illinois
$263K 5,175 +5,175 New
TC
25
TownSquare Capital
Utah
$234K 4,712 +4,712 New
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