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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
BFM
426
Boothbay Fund Management
New York
$1.18M +$1.07M +20,666 New
CCT
427
Chemung Canal Trust
New York
$1.17M +$1.07M +20,601 New
SI
428
Stephens Inc
Arkansas
$1.17M +$1.07M +20,561 New
CTC
429
Central Trust Company
Missouri
$1.16M +$1.06M +20,377 New
CCC
430
Cincinnati Casualty Company
Ohio
$1.14M +$1.04M +20,000 New
SW
431
SVB Wealth
Massachusetts
$1.14M +$1.03M +19,965 New
RCYC
432
Richard C. Young & Co
Rhode Island
$1.12M +$1.02M +19,708 New
PCM
433
Parsons Capital Management
Rhode Island
$1.12M +$1.02M +19,709 New
MGIA
434
Matthew Goff Investment Advisor
Texas
$1.12M +$1.02M +19,641 New
PG
435
Pendal Group
Australia
$1.1M +$1.01M +19,438 New
WDA
436
Wendell David Associates
New Hampshire
$1.1M +$1M +19,378 New
WTC
437
WhitTier Trust Company
Nevada
$1.1M +$1M +19,363 New
MCM
438
Monarch Capital Management
Indiana
$1.09M +$990K +19,109 New
WB
439
Webster Bank
Connecticut
$1.09M +$989K +19,095 New
PP
440
Palladium Partners
Virginia
$1.08M +$981K +18,932 New
TSWM
441
Triangle Securities Wealth Management
North Carolina
$1.07M +$979K +18,898 New
FWCM
442
Ferguson Wellman Capital Management
Oregon
$1.07M +$980K +18,910 New
HCMT
443
Highland Capital Management (Tennessee)
Tennessee
$1.07M +$977K +18,861 New
AT
444
Arden Trust
Delaware
$1.07M +$975K +18,818 New
Wealthfront Advisers
445
Wealthfront Advisers
California
$1.07M +$973K +18,788 New
CP
446
Cumberland Partners
Ontario, Canada
$1.06M +$966K +18,641 New
ECM
447
Exchange Capital Management
Michigan
$1.06M +$963K +18,588 New
WPC
448
Waters Parkerson & Co
Louisiana
$1.05M +$960K +18,536 New
BMM
449
Buffington Mohr McNeal
Idaho
$1.05M +$954K +18,406 New
PPCM
450
Pillar Pacific Capital Management
California
$1.03M +$937K +18,087 New
16 17
18
19 20

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.