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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
CT
501
Caldwell Trust
Florida
$739K +$673K +12,997 New
CSUI
502
Cincinnati Specialty Underwriters Insurance
Ohio
$739K +$674K +13,000 New
NSEDCP
503
NJ State Employees Deferred Compensation Plan
New Jersey
$739K +$674K +13,001 New
BHMP
504
Bardin Hill Management Partners
New York
$736K +$671K +12,948 New
Northwestern Mutual Wealth Management
505
Northwestern Mutual Wealth Management
Wisconsin
$734K +$669K +12,917 New
CG
506
Colony Group
Massachusetts
$732K +$667K +12,869 New
BCV
507
Banque Cantonale Vaudoise
Switzerland
$726K +$662K +12,777 New
VanEck Associates
508
VanEck Associates
New York
$724K +$660K +12,741 New
IIM
509
Ironwood Investment Management
Massachusetts
$722K +$658K +12,697 New
BC
510
Brinker Capital
Pennsylvania
$719K +$655K +12,640 New
SB
511
Simmons Bank
Arkansas
$717K +$654K +12,615 New
SC
512
SouthState Corp
Florida
$709K +$646K +12,472 New
MHIC
513
Marble Harbor Investment Counsel
Massachusetts
$686K +$625K +12,067 New
1832 Asset Management
514
1832 Asset Management
Ontario, Canada
$681K +$619K +11,950 New
Acadian Asset Management
515
Acadian Asset Management
Massachusetts
$680K +$619K +11,946 New
SWP
516
Stratos Wealth Partners
Ohio
$678K +$618K +11,921 New
CFMC
517
Curbstone Financial Management Corp
New Hampshire
$677K +$617K +11,900 New
CIA
518
Covington Investment Advisors
Pennsylvania
$676K +$616K +11,881 New
PP
519
Patten & Patten
Tennessee
$668K +$609K +11,745 New
CTA
520
Carillon Tower Advisers
Florida
$668K +$609K +11,750 New
IMOV
521
Investment Management of Virginia
Virginia
$667K +$608K +11,727 New
BIM
522
Bridges Investment Management
Nebraska
$666K +$608K +11,728 New
EFS
523
Essex Financial Services
Connecticut
$662K +$604K +11,650 New
BG
524
Bollard Group
Massachusetts
$658K +$600K +11,574 New
FNFDCM
525
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$658K +$600K +11,580 New
19 20
21
22 23

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.