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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
PA
576
Pinnacle Associates
New York
$494K +$450K +8,684 New
VI
577
Vestcor Inc
New Brunswick, Canada
$491K +$447K +8,636 New
CA
578
Clearstead Advisors
Ohio
$489K +$446K +8,599 New
KFC
579
Klingenstein Fields & Co
New York
$487K +$443K +8,559 New
AMIM
580
Aull & Monroe Investment Management
Alabama
$486K +$442K +8,538 New
BST
581
Bath Savings Trust
Maine
$485K +$442K +8,537 New
AAS
582
Avantax Advisory Services
Texas
$482K +$443K +8,543 New
NMIFOAC
583
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$480K +$437K +8,433 New
CB
584
Community Bank
New York
$476K +$434K +8,367 New
OIA
585
OneDigital Investment Advisors
Kansas
$475K +$433K +8,351 New
1SB
586
1ST Source Bank
Indiana
$475K +$433K +8,356 New
CSS
587
Cubist Systematic Strategies
Connecticut
$473K +$431K +8,310 New
MFG
588
Merit Financial Group
Georgia
$473K +$431K +8,327 New
MC
589
Moors & Cabot
Massachusetts
$470K +$425K +8,201 New
BFM
590
Boston Financial Management
Massachusetts
$469K +$427K +8,244 New
HIM
591
Harbour Investment Management
Washington
$469K +$428K +8,256 New
BFA
592
Benedict Financial Advisors
Georgia
$467K +$425K +8,212 New
CCM
593
Compton Capital Management
Rhode Island
$466K +$425K +8,202 New
FQ
594
First Quadrant
California
$465K +$424K +8,175 New
NAMP
595
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$462K +$421K +8,130 New
PPW
596
Parcion Private Wealth
Washington
$460K +$419K +8,085 New
WCM
597
Whitener Capital Management
North Carolina
$459K +$418K +8,077 New
EHC
598
Everett Harris & Co
California
$451K +$411K +7,924 New
GAAM
599
Guinness Atkinson Asset Management
California
$451K +$411K +7,928 New
KIA
600
KCM Investment Advisors
California
$450K +$410K +7,918 New
22 23
24
25 26

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.