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Otis Worldwide
OTIS

1,128 hedge funds and large institutions have $21B invested in Otis Worldwide in 2020 Q2 according to their latest regulatory filings, with 1,128 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

85.39% more ownership

Funds ownership: 0% → 85.39% (+85%)

24% more call options, than puts

Call options by funds: $42.6M | Put options by funds: $34.3M

Holders
1,128
Holders Change
+1,128
Holders Change %
–
% of All Funds
23.13%
Holding in Top 10
16
Holding in Top 10 Change
+16
Holding in Top 10 Change %
% of All Funds
0.33%
New
1,128
Increased
–
Reduced
–
Closed
–
Calls
$42.6M
Puts
$34.3M
Net Calls
+$8.36M
Net Calls Change
+$8.36M

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$2.02B
2
State Street
State Street
Massachusetts
+$1.81B
3
BlackRock
BlackRock
New York
+$1.67B
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$634M
5
CS
Credit Suisse
Switzerland
+$525M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
GG
301
Gofen & Glossberg
Illinois
$2.64M +$2.41M +46,474 New
SSWM
302
Sheets Smith Wealth Management
North Carolina
$2.64M +$2.41M +46,432 New
MCM
303
Moore Capital Management
New York
$2.64M +$2.4M +46,358 New
ISL
304
Ingalls & Snyder LLC
New York
$2.63M +$2.39M +46,223 New
BHIA
305
Birch Hill Investment Advisors
Massachusetts
$2.62M +$2.39M +46,043 New
SSB
306
Sandy Spring Bank
Maryland
$2.56M +$2.33M +45,011 New
CGI
307
Comgest Global Investors
France
$2.56M +$2.33M +45,000 New
SAM
308
Silvercrest Asset Management
New York
$2.54M +$2.31M +44,606 New
BC
309
Brookfield Corp
Ontario, Canada
$2.53M +$2.3M +44,458 New
Capstone Investment Advisors
310
Capstone Investment Advisors
New York
$2.53M +$2.3M +44,443 New
SGK
311
Steigerwald Gordon & Koch
Virginia
$2.52M +$2.3M +44,404 New
Two Sigma Investments
312
Two Sigma Investments
New York
$2.52M +$2.3M +44,333 New
CAM
313
Cacti Asset Management
Georgia
$2.51M +$2.28M +44,050 New
SPIA
314
Steward Partners Investment Advisory
New York
$2.5M +$2.28M +44,030 New
MC
315
Middleton & Co
Massachusetts
$2.47M +$2.25M +43,417 New
TF
316
TIAA FSB
Florida
$2.44M +$2.22M +42,929 New
WB
317
WesBanco Bank
West Virginia
$2.43M +$2.21M +42,664 New
ACA
318
Aptus Capital Advisors
Alabama
$2.41M +$2.19M +42,340 New
AQR Capital Management
319
AQR Capital Management
Connecticut
$2.4M +$2.19M +42,174 New
AAM
320
Advisors Asset Management
Colorado
$2.4M +$2.18M +42,155 New
CK
321
Cohen Klingenstein
New York
$2.38M +$2.17M +41,803 New
LDB
322
Lee, Danner & Bass
Tennessee
$2.37M +$2.16M +41,643 New
B
323
BP
United Kingdom
$2.35M +$2.15M +41,400 New
UCFA
324
United Capital Financial Advisors
Texas
$2.33M +$2.13M +41,047 New
DILIC
325
Dai-ichi Life Insurance Company
Japan
$2.3M +$2.09M +40,424 New
11 12
13
14 15

OTIS Hedge Fund Activity: Q2 2020 in Review

1,128 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Otis Worldwide (OTIS) for Q2 2020, worth a combined $21B.

Buyers outnumbered sellers: 1,128 funds opened new OTIS positions and 0 closed out — a net gain of 1,128 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Vanguard Group, opening a new position worth an estimated $2.02B.

  • 1,128 institutional investors held Otis Worldwide (OTIS) as of Q2 2020, up from 0 in Q1 2020.
  • Funds reported $21B of Otis Worldwide stock for Q2 2020.
  • 1,128 funds opened new Otis Worldwide positions in Q2 2020 and 0 closed out, a net change of +1,128 holders.
  • The largest Otis Worldwide buyer in Q2 2020 was Vanguard Group, an estimated $2.02B added.

Based on aggregated 13F filings for Q2 2020.