We are live on ! Find out more
OTIS icon

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
BCA
676
Bray Capital Advisors
Florida
$340K +$309K +5,973 New
NME
677
Notis-McConarty Edward
$340K +$310K +5,979 New
NAM
678
NTV Asset Management
West Virginia
$337K +$307K +5,928 New
OAM
679
Oppenheimer Asset Management
New York
$337K +$308K +5,941 New
FCCM
680
First City Capital Management
Georgia
$335K +$305K +5,885 New
BRWA
681
B. Riley Wealth Advisors
Florida
$332K +$301K +5,813 New
BSA
682
Bull Street Advisors
Georgia
$332K +$303K +5,841 New
GC
683
Grimes & Company
Massachusetts
$329K +$300K +5,781 New
WP
684
WMS Partners
Maryland
$329K +$300K +5,783 New
MIH
685
Meitav Investment House
Israel
$327K +$73.3K +1,415 New
CCP
686
Corient Capital Partners
California
$326K +$296K +5,721 New
BTW
687
Boston Trust Walden
Massachusetts
$323K +$294K +5,682 New
CAM
688
Columbia Asset Management
Michigan
$320K +$291K +5,623 New
FAIM
689
Financial Advocates Investment Management
Washington
$320K +$292K +5,633 New
CT
690
Coastline Trust
Rhode Island
$319K +$291K +5,612 New
CI
691
Conning Inc
Connecticut
$317K +$289K +5,578 New
GW
692
GW & Wade
Massachusetts
$316K +$288K +5,557 New
HCM
693
Howland Capital Management
Massachusetts
$316K +$288K +5,558 New
PA
694
Profund Advisors
Maryland
$316K +$288K +5,563 New
EWA
695
Exencial Wealth Advisors
Oklahoma
$315K +$287K +5,538 New
CFG
696
Citizens Financial Group
Rhode Island
$314K +$286K +5,517 New
FA
697
FDx Advisors
Illinois
$312K +$284K +5,488 New
LNWWM
698
Laird Norton Wetherby Wealth Management
California
$310K +$282K +5,447 New
Bessemer Group
699
Bessemer Group
New Jersey
$310K +$283K +5,466 New
IP
700
Intellectus Partners
California
$309K +$282K +5,443 New
26 27
28
29 30

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.