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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
BAS
526
Brown Advisory Securities
Maryland
$651K +$588K +11,348 New
AIM
527
Achmea Investment Management
Netherlands
$649K +$591K +11,413 New
PP
528
Paloma Partners
Connecticut
$648K +$591K +11,399 New
AP
529
Advisor Partners
California
$647K +$589K +11,372 New
HTHT
530
Hemenway Trust Hemenway Trust
New Hampshire
$646K +$589K +11,362 New
SCM
531
Salem Capital Management
Massachusetts
$641K +$584K +11,278 New
ATC
532
Argent Trust Co
Tennessee
$637K +$580K +11,196 New
CCT
533
Capital City Trust
Florida
$637K +$580K +11,197 New
CL
534
Choreo LLC
Illinois
$627K +$571K +11,026 New
JIC
535
Johnson Investment Counsel
Ohio
$627K +$572K +11,035 New
Barrow, Hanley, Mewhinney & Strauss
536
Barrow, Hanley, Mewhinney & Strauss
Texas
$626K +$571K +11,013 New
AC
537
Abbrea Capital
California
$625K +$569K +10,988 New
ONB
538
Old National Bancorp
Indiana
$620K +$565K +10,903 New
IEFM
539
IQ EQ Fund Management
Ireland
$619K +$564K +10,880 New
TPCW
540
TD Private Client Wealth
New York
$615K +$561K +10,821 New
AWM
541
AE Wealth Management
Kansas
$613K +$558K +10,773 New
IAS
542
IMA Advisory Services
Colorado
$613K +$559K +10,787 New
Carson Wealth (CWM LLC)
543
Carson Wealth (CWM LLC)
Nebraska
$611K +$387K +7,471 New
UIM
544
USS Investment Management
United Kingdom
$604K +$551K +10,635 New
CIA
545
Choate Investment Advisors
Massachusetts
$593K +$540K +10,423 New
SBH
546
Segall Bryant & Hamill
Illinois
$587K +$531K +10,250 New
IRF
547
IBM Retirement Fund
New York
$585K +$533K +10,290 New
ARMT
548
Amica Retiree Medical Trust
Rhode Island
$580K +$528K +10,197 New
Mercer Global Advisors
549
Mercer Global Advisors
Colorado
$577K +$526K +10,150 New
CCWA
550
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$574K +$523K +10,092 New
20 21
22
23 24

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.