We are live on ! Find out more
OTIS icon

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
PI
476
PFS Investments
Georgia
$860K +$784K +15,126 New
PWW
477
Pettyjohn Wood & White
Virginia
$859K +$783K +15,111 New
AF
478
Ally Financial
Michigan
$853K +$777K +15,000 New
CFGS
479
Concourse Financial Group Securities
Alabama
$850K +$774K +14,945 New
Mirae Asset Global Investments
480
Mirae Asset Global Investments
South Korea
$845K +$770K +14,854 New
CHC
481
City Holding Co
West Virginia
$839K +$765K +14,763 New
MOS
482
MGO One Seven
Ohio
$831K +$757K +14,619 New
CAN
483
Cetera Advisor Networks
California
$822K +$749K +14,458 New
DSA
484
Davis Selected Advisers
Arizona
$819K +$746K +14,407 New
SNT
485
Security National Trust
West Virginia
$807K +$736K +14,200 New
RPC
486
Rossmore Private Capital
Connecticut
$806K +$734K +14,174 New
ABC
487
Associated Banc-Corp
Wisconsin
$802K +$731K +14,103 New
EAMA
488
EFG Asset Management (Americas)
Florida
$797K +$727K +14,022 New
SC
489
Savant Capital
Illinois
$793K +$723K +13,950 New
HL
490
HeadInvest LLC
Maine
$792K +$722K +13,936 New
JAFL
491
Jay A. Fishman Ltd
Michigan
$790K +$720K +13,890 New
LD
492
Lipe & Dalton
New York
$786K +$716K +13,821 New
GAG
493
GM Advisory Group
New York
$777K +$708K +13,672 New
DC
494
Davenport & Co
Virginia
$776K +$707K +13,640 New
S
495
Surevest
California
$762K +$694K +13,396 New
JWBC
496
J.W. Burns & Co
New York
$761K +$694K +13,389 New
RC
497
RegentAtlantic Capital
New Jersey
$758K +$691K +13,332 New
LRPA
498
L. Roy Papp & Associates
Arizona
$756K +$689K +13,294 New
RMC
499
Resources Management Corp
Connecticut
$748K +$681K +13,153 New
BS
500
Banco Santander
Spain
$740K +$674K +13,009 New
18 19
20
21 22

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.