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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
Verition Fund Management
351
Verition Fund Management
Connecticut
$2M +$1.82M +35,221 New
EWM
352
Evercore Wealth Management
New York
$1.97M +$1.8M +34,715 New
TCM
353
Tufton Capital Management
Maryland
$1.97M +$1.8M +34,700 New
Cambridge Investment Research Advisors
354
Cambridge Investment Research Advisors
Iowa
$1.97M +$1.79M +34,619 New
Pacer Advisors
355
Pacer Advisors
Pennsylvania
$1.94M +$1.77M +34,122 New
CTA
356
Chesley Taft & Associates
Illinois
$1.92M +$1.75M +33,805 New
NB
357
Norinchukin Bank
Japan
$1.92M +$1.75M +33,713 New
TCOV
358
Trust Company of Vermont
Vermont
$1.89M +$1.73M +33,318 New
CAG
359
Crestwood Advisors Group
Massachusetts
$1.89M +$1.72M +33,240 New
CCM
360
Cohen Capital Management
California
$1.89M +$1.72M +33,242 New
FCMC
361
Founders Capital Management (Connecticut)
Connecticut
$1.84M +$1.68M +32,407 New
MML Investors Services
362
MML Investors Services
Massachusetts
$1.84M +$1.67M +32,314 New
GF
363
Gabelli Funds
New York
$1.82M +$1.66M +32,000 New
SMI
364
Shelter Mutual Insurance
Missouri
$1.77M +$1.62M +31,200 New
RSVP
365
Ramsay Stattman Vela & Price
Colorado
$1.77M +$1.61M +31,086 New
ED
366
Exane Derivatives
France
$1.76M +$1.61M +31,022 New
BRCA
367
Birch Run Capital Advisors
Texas
$1.76M +$1.61M +31,000 New
CCT
368
Country Club Trust
Missouri
$1.74M +$1.6M +30,825 New
II
369
IFM Investors
Australia
$1.73M +$1.58M +30,425 New
Rockefeller Capital Management
370
Rockefeller Capital Management
New York
$1.72M +$1.57M +30,228 New
CS
371
Candriam SCA
Luxembourg
$1.71M +$1.55M +29,994 New
TH
372
TCTC Holdings
Texas
$1.7M +$1.55M +29,964 New
MI
373
Markston International
New York
$1.7M +$1.55M +29,911 New
TAF
374
Tredje AP-fonden
Sweden
$1.7M +$1.55M +29,890 New
MKC
375
M. Kraus & Co
Vermont
$1.67M +$1.52M +29,287 New
13 14
15
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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.