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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
626
Parallel Advisors
California
$414K +$377K +7,282 New
CTA
627
Colonial Trust Advisors
South Carolina
$413K +$377K +7,270 New
RG
628
Rikoon Group
New Mexico
$412K +$376K +7,249 New
CFB
629
Cullen/Frost Bankers
Texas
$411K +$374K +7,220 New
AAM
630
AR Asset Management
California
$409K +$373K +7,200 New
AF
631
Advisornet Financial
Minnesota
$407K +$371K +7,158 New
GJIC
632
Gamble Jones Investment Counsel
California
$405K +$369K +7,117 New
DAC
633
Dividend Assets Capital
South Carolina
$405K +$369K +7,131 New
AIA
634
Avalon Investment & Advisory
Texas
$404K +$368K +7,100 New
AF
635
Arrow Financial
New York
$401K +$365K +7,050 New
ACM
636
Allred Capital Management
Texas
$401K +$366K +7,065 New
BCM
637
Becker Capital Management
Oregon
$396K +$361K +6,961 New
PCTC
638
Perkins Coie Trust Company
Washington
$395K +$360K +6,949 New
IAS
639
Investment Advisory Services
Texas
$394K +$359K +6,932 New
EM
640
Excalibur Management
Massachusetts
$393K +$358K +6,918 New
ECM
641
ExodusPoint Capital Management
New York
$392K +$357K +6,888 New
ALAM
642
Asahi Life Asset Management
Japan
$392K +$358K +6,900 New
SNBOSCI
643
Security National Bank of Sioux City Iowa
Iowa
$389K +$354K +6,836 New
SFSG
644
Stearns Financial Services Group
North Carolina
$389K +$355K +6,848 New
HPCM
645
High Pointe Capital Management
Illinois
$388K +$353K +6,820 New
ATC
646
Adirondack Trust Company
New York
$387K +$320K +6,177 New
SAM
647
Sawgrass Asset Management
Florida
$387K +$353K +6,805 New
KTA
648
Keeley-Teton Advisors
Illinois
$386K +$351K +6,780 New
AA
649
Ancora Advisors
Ohio
$385K +$351K +6,777 New
HIC
650
Holderness Investments Company
North Carolina
$380K +$346K +6,678 New
24 25
26
27 28

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.