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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
MC
451
MRJ Capital
New York
$1.02M +$933K +18,000 New
BCB
452
Brian C. Broderick
$1.02M +$931K +17,966 New
FG
453
Fiduciary Group
Georgia
$1.02M +$932K +17,980 New
DY
454
Dowling & Yahnke
California
$1.02M +$926K +17,872 New
CAM
455
Cubic Asset Management
Massachusetts
$1.01M +$917K +17,705 New
ODCM
456
Old Dominion Capital Management
Virginia
$999K +$911K +17,578 New
PIM
457
Penobscot Investment Management
Massachusetts
$998K +$910K +17,555 New
LSERS
458
Louisiana State Employees Retirement System
Louisiana
$995K +$907K +17,500 New
IAA
459
Independent Advisor Alliance
North Carolina
$993K +$905K +17,468 New
TCOT
460
Trust Company of Toledo
Ohio
$979K +$892K +17,219 New
BF
461
BOK Financial
Oklahoma
$977K +$890K +17,180 New
CIC
462
Crawford Investment Counsel
Georgia
$958K +$873K +16,850 New
WSFS
463
Wilmington Savings Fund Society
Delaware
$939K +$856K +16,520 New
FNBOO
464
First National Bank of Omaha
Nebraska
$931K +$848K +16,367 New
DCM
465
Dupont Capital Management
Delaware
$930K +$847K +16,354 New
OC
466
Oppenheimer & Co
New York
$928K +$845K +16,315 New
FNT
467
First National Trust
Pennsylvania
$924K +$841K +16,235 New
FM
468
Foster & Motley
Ohio
$917K +$835K +16,124 New
AUB
469
Atlantic Union Bankshares
Virginia
$915K +$834K +16,088 New
WAM
470
World Asset Management
Michigan
$911K +$830K +16,023 New
SIRP
471
Shelter Insurance Retirement Plan
Missouri
$910K +$829K +16,000 New
TBA
472
Tower Bridge Advisors
Pennsylvania
$902K +$822K +15,858 New
GT
473
Glenview Trust
Kentucky
$897K +$817K +15,776 New
SAM
474
Shell Asset Management
Netherlands
$889K +$810K +15,633 New
GL
475
Graypoint LLC
New York
$886K +$807K +15,575 New
17 18
19
20 21

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.