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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
PWAP
651
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$378K +$345K +6,650 New
FWM
652
Frontier Wealth Management
Missouri
$378K +$345K +6,651 New
FC
653
Forte Capital
New York
$377K +$343K +6,626 New
WIA
654
Wealthstreet Investment Advisors
Texas
$377K +$344K +6,630 New
NA
655
NewEdge Advisors
Louisiana
$377K +$344K +6,634 New
SPC
656
Sigma Planning Corp
Michigan
$376K +$343K +6,612 New
P
657
Pitcairn
Pennsylvania
$375K +$343K +6,628 New
ECM
658
Estabrook Capital Management
New York
$370K +$337K +6,513 New
APA
659
American Portfolios Advisors
New York
$367K +$334K +6,448 New
CCM
660
Covington Capital Management
California
$364K +$331K +6,393 New
GPA
661
Garrison Point Advisors
California
$363K +$331K +6,381 New
CFA
662
Carroll Financial Associates
North Carolina
$362K +$330K +6,372 New
KWM
663
Kingsview Wealth Management
Oregon
$361K +$329K +6,344 New
BBI
664
Baxter Bros Inc
Connecticut
$356K +$324K +6,261 New
ACM
665
Azimuth Capital Management
Michigan
$356K +$324K +6,263 New
DHFB
666
Dixon Hubard Feinour & Brown
Virginia
$355K +$305K +5,887 New
FCI
667
Financial Counselors Inc
Kansas
$355K +$323K +6,235 New
SJL
668
Shayne & Jacobs LLC
Tennessee
$355K +$323K +6,237 New
DA
669
Dillon & Associates
Michigan
$352K +$320K +6,169 New
YWP
670
YorkBridge Wealth Partners
New York
$352K +$321K +6,196 New
VIA
671
Vident Investment Advisory
Georgia
$348K +$317K +6,119 New
MM
672
Meridian Management
Arkansas
$346K +$315K +6,080 New
FAAS
673
First Allied Advisory Services
California
$345K +$315K +6,071 New
FMBTD
674
First Midwest Bank Trust Division
Illinois
$344K +$314K +6,054 New
WT
675
Washington Trust
Rhode Island
$343K +$314K +6,070 New
25 26
27
28 29

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.