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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
CC
601
Chicago Capital
Illinois
$447K +$407K +7,857 New
VFA
602
Valeo Financial Advisors
Indiana
$446K +$407K +7,850 New
VAS
603
Vestmark Advisory Solutions
Massachusetts
$445K +$405K +7,821 New
RMCM
604
Reynders McVeigh Capital Management
Massachusetts
$439K +$400K +7,718 New
MPIA
605
Mountain Pacific Investment Advisers
Idaho
$436K +$397K +7,662 New
IGGA
606
Iron Gate Global Advisors
Utah
$435K +$394K +7,595 New
UR
607
USCA RIA
Texas
$433K +$394K +7,609 New
UB
608
UMB Bank
Missouri
$433K +$395K +7,618 New
BOTW
609
Bank of the West
California
$432K +$393K +7,591 New
ACM
610
Ativo Capital Management
Illinois
$430K +$392K +7,563 New
BHWM
611
Bar Harbor Wealth Management
New Hampshire
$430K +$392K +7,564 New
DMC
612
Drexel Morgan & Co
Pennsylvania
$427K +$389K +7,501 New
TTWM
613
TCV Trust & Wealth Management
Virginia
$426K +$388K +7,481 New
SNBOSD
614
Security National Bank of So Dak
Iowa
$426K +$388K +7,498 New
FFWA
615
FRG Family Wealth Advisors
Washington
$426K +$389K +7,499 New
CPR
616
CSU Producer Resources
Ohio
$426K +$389K +7,500 New
CIBC World Market
617
CIBC World Market
Ontario, Canada
$423K +$385K +7,432 New
EM
618
ELCO Management
New York
$422K +$385K +7,426 New
MIC
619
Means Investment Company
Maine
$421K +$339K +6,540 New
HTC
620
Haverford Trust Company
Pennsylvania
$417K +$380K +7,339 New
TW
621
Transform Wealth
Colorado
$416K +$379K +7,314 New
BP
622
Ballentine Partners
Massachusetts
$415K +$377K +7,284 New
MYAM
623
Meiji Yasuda Asset Management
Japan
$415K +$378K +7,292 New
BS
624
Boenning & Scattergood
Pennsylvania
$414K +$377K +7,277 New
NWP
625
Northstar Wealth Partners
Connecticut
$414K +$377K +7,281 New
23 24
25
26 27

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.