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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
SCM
26
Suvretta Capital Management
New York
$148M +$135M +2,600,994 New
Legal & General Group
27
Legal & General Group
United Kingdom
$139M +$127M +2,441,915 New
GCM
28
Gates Capital Management
New York
$136M +$124M +2,390,769 New
Sumitomo Mitsui Trust Group
29
Sumitomo Mitsui Trust Group
Japan
$135M +$123M +2,372,626 New
Artisan Partners
30
Artisan Partners
Wisconsin
$130M +$119M +2,290,968 New
SP
31
Sarasin & Partners
United Kingdom
$126M +$115M +2,220,859 New
Schroder Investment Management Group
32
Schroder Investment Management Group
United Kingdom
$125M +$114M +2,203,185 New
N
33
Nuveen
North Carolina
$123M +$112M +2,166,120 New
Fisher Asset Management
34
Fisher Asset Management
Washington
$122M +$111M +2,142,813 New
Boston Partners
35
Boston Partners
Massachusetts
$117M +$107M +2,059,253 New
Charles Schwab
36
Charles Schwab
California
$116M +$106M +2,042,813 New
Morgan Stanley
37
Morgan Stanley
New York
$110M +$100M +1,936,563 New
State of Wisconsin Investment Board
38
State of Wisconsin Investment Board
Wisconsin
$106M +$96.9M +1,869,793 New
Caisse de Depot et Placement du Quebec (CDPQ)
39
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$102M +$92.8M +1,791,497 New
Manulife (Manufacturers Life Insurance)
40
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$102M +$93M +1,794,345 New
CIBC Private Wealth Group
41
CIBC Private Wealth Group
Georgia
$100M +$91.5M +1,765,642 New
AAMU
42
Amundi Asset Management US
Massachusetts
$100M +$91.4M +1,764,488 New
Wells Fargo
43
Wells Fargo
California
$99.6M +$90.8M +1,752,089 New
ProShare Advisors
44
ProShare Advisors
Maryland
$97.3M +$88.7M +1,711,220 New
Grantham, Mayo, Van Otterloo & Co (GMO)
45
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$92.7M +$84.4M +1,629,853 New
Swiss National Bank
46
Swiss National Bank
Switzerland
$92.2M +$84M +1,621,054 New
BAM
47
Burgundy Asset Management
Ontario, Canada
$88.4M +$80.5M +1,553,881 New
Wellington Management Group
48
Wellington Management Group
Massachusetts
$86.5M +$78.8M +1,521,467 New
Primecap Management
49
Primecap Management
California
$85.6M +$78M +1,505,818 New
Citadel Advisors
50
Citadel Advisors
Florida
$85M +$77.4M +1,494,795 New
1
2
3 4 5

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.