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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
CL
701
CSS LLC
Illinois
$308K +$281K +5,427 New
BFO
702
Boston Family Office
Massachusetts
$304K +$277K +5,351 New
BIM
703
Baldwin Investment Management
Pennsylvania
$303K +$276K +5,328 New
HFBOT
704
Home Federal Bank of Tennessee
Tennessee
$302K +$276K +5,319 New
LWANC
705
Laurel Wealth Advisors (North Carolina)
North Carolina
$301K +$274K +5,296 New
BMO
706
Beck Mack & Oliver
New York
$301K +$274K +5,297 New
PCM
707
Pointe Capital Management
Michigan
$300K +$273K +5,271 New
FLPIM
708
F.L. Putnam Investment Management
Massachusetts
$300K +$273K +5,276 New
SWM
709
SeaCrest Wealth Management
New York
$299K +$272K +5,252 New
SVWAG
710
Sound View Wealth Advisors Group
Georgia
$298K +$271K +5,235 New
UA
711
Unison Advisors
District of Columbia
$298K +$272K +5,245 New
IA
712
IFG Advisory
Georgia
$298K +$272K +5,254 New
KCM
713
Kornitzer Capital Management
Kansas
$297K +$271K +5,221 New
VFA
714
Voya Financial Advisors
Connecticut
$297K +$272K +5,248 New
SO
715
STRS Ohio
Ohio
$296K +$270K +5,207 New
PFSC
716
Peoples Financial Services Corp
Pennsylvania
$296K +$270K +5,214 New
GFS
717
GYL Financial Synergies
Connecticut
$294K +$268K +5,165 New
CSM
718
CAMG Solamere Management
North Carolina
$294K +$268K +5,167 New
KCMRT
719
Kemper Corp Master Retirement Trust
Illinois
$294K +$268K +5,175 New
DJSG
720
D.J. St. Germain
Massachusetts
$292K +$266K +5,139 New
TRCT
721
Tower Research Capital (TRC)
New York
$292K +$266K +5,143 New
KTC
722
Kistler-Tiffany Companies
Pennsylvania
$291K +$265K +5,121 New
BIAS
723
Beacon Investment Advisory Services
New Jersey
$290K +$264K +5,098 New
ASN
724
Advisory Services Network
Georgia
$287K +$262K +5,056 New
FHA
725
Flagship Harbor Advisors
Massachusetts
$287K +$262K +5,063 New
27 28
29
30 31

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.