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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
Creative Planning
326
Creative Planning
Kansas
$2.3M +$2.09M +40,397 New
RJT
327
Raymond James Trust
Florida
$2.29M +$2.09M +40,342 New
BIM
328
Bogle Investment Management
Massachusetts
$2.27M +$2.07M +40,019 New
DP
329
Dearborn Partners
Illinois
$2.25M +$2.05M +39,537 New
MIM
330
Martin Investment Management
Florida
$2.25M +$2.05M +39,485 New
BCWM
331
Bartlett & Co Wealth Management
Ohio
$2.2M +$2.01M +38,770 New
BC
332
Bartlett & Co
Ohio
$2.2M +$2.01M +38,770 New
AWAM
333
Appian Way Asset Management
New York
$2.2M +$2.01M +38,727 New
WorldQuant Millennium Advisors
334
WorldQuant Millennium Advisors
New York
$2.19M +$2M +38,514 New
WC
335
Woodstock Corp
Massachusetts
$2.17M +$1.97M +38,116 New
Luther King Capital Management (LKCM)
336
Luther King Capital Management (LKCM)
Texas
$2.15M +$1.96M +37,770 New
SAM
337
Securian Asset Management
Minnesota
$2.14M +$1.95M +37,636 New
BC
338
Burney Company
Virginia
$2.14M +$1.95M +37,625 New
CNC
339
Canandaigua National Corp
New York
$2.13M +$1.95M +37,556 New
TRSOTSOK
340
Teachers Retirement System of the State of Kentucky
Kentucky
$2.13M +$1.95M +37,557 New
SIC
341
Salem Investment Counselors
North Carolina
$2.12M +$1.93M +37,205 New
FDCDDQ
342
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.08M +$1.89M +36,565 New
GI
343
GAMCO Investors
Connecticut
$2.08M +$1.89M +36,499 New
SC
344
Saturna Capital
Washington
$2.07M +$1.88M +36,354 New
ANTB
345
AMG National Trust Bank
Colorado
$2.06M +$1.88M +36,199 New
PAG
346
Private Advisor Group
New Jersey
$2.06M +$1.87M +36,160 New
OPERF
347
Oregon Public Employees Retirement Fund
Oregon
$2.04M +$1.86M +35,863 New
LBC
348
Lowe Brockenbrough & Co
Virginia
$2.03M +$1.85M +35,730 New
MCM
349
MAI Capital Management
Ohio
$2.03M +$1.85M +35,703 New
SIA
350
Sit Investment Associates
Minnesota
$2.01M +$1.83M +35,380 New
12 13
14
15 16

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.