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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
Holocene Advisors
51
Holocene Advisors
New York
$84.3M +$76.8M +1,482,601 New
Deutsche Bank
52
Deutsche Bank
Germany
$78.5M +$71.5M +1,380,731 New
DLPIC
53
Davide Leone & Partners Investment Company
United Kingdom
$78M +$71.1M +1,372,021 New
UBS AM
54
UBS AM
Illinois
$76.5M +$69.7M +1,345,382 New
Royal Bank of Canada
55
Royal Bank of Canada
Ontario, Canada
$75.6M +$68.9M +1,329,741 New
Aviva
56
Aviva
United Kingdom
$75.5M +$68.8M +1,327,192 New
Invesco
57
Invesco
Georgia
$71.8M +$65.5M +1,263,360 New
Janus Henderson Group
58
Janus Henderson Group
United Kingdom
$70M +$63.8M +1,230,418 New
MWNA
59
Marshall Wace North America
New York
$69.3M +$63.1M +1,218,181 New
SFM
60
Soros Fund Management
New York
$69M +$62.8M +1,212,729 New
FPA
61
First Pacific Advisors
California
$65M +$59.2M +1,143,522 New
Capital International Investors
62
Capital International Investors
California
$63.9M +$58.3M +1,124,416 New
Goldman Sachs
63
Goldman Sachs
New York
$61.3M +$55.9M +1,078,216 New
Jennison Associates
64
Jennison Associates
New York
$60.6M +$55.2M +1,065,803 New
PNC Financial Services Group
65
PNC Financial Services Group
Pennsylvania
$57.7M +$52.6M +1,015,259 New
MMH
66
Menora Mivtachim Holdings
Israel
$57.5M +$52.4M +1,011,500 New
PPA
67
Parametric Portfolio Associates
Washington
$56.1M +$51.1M +986,524 New
PI
68
Putnam Investments
Massachusetts
$55.2M +$50.3M +970,796 New
California Public Employees Retirement System
69
California Public Employees Retirement System
California
$55.1M +$50.2M +968,256 New
RP
70
Regal Partners
Australia
$54.9M +$50M +964,877 New
LCM
71
Laurion Capital Management
New York
$52.5M +$47.8M +922,583 New
Russell Investments Group
72
Russell Investments Group
United Kingdom
$51.1M +$46.7M +901,820 New
Balyasny Asset Management
73
Balyasny Asset Management
Illinois
$50.8M +$46.3M +894,054 New
SAM
74
Sandbar Asset Management
United Kingdom
$49.8M +$45.4M +875,757 New
UBS Group
75
UBS Group
Switzerland
$48.7M +$44.4M +856,285 New
1 2
3
4 5

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.