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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
FMWA
726
Forvis Mazars Wealth Advisors
Missouri
$286K +$260K +5,023 New
AWA
727
Arete Wealth Advisors
Illinois
$286K +$261K +5,036 New
DT
728
Diversified Trust
Tennessee
$286K +$261K +5,038 New
LNB
729
Ledyard National Bank
$286K +$261K +5,043 New
CPA
730
Court Place Advisors
Maryland
$285K +$260K +5,017 New
LFAS
731
Level Four Advisory Services
Texas
$285K +$265K +5,108 New
GFA
732
Gifford Fong Associates
California
$284K +$259K +5,000 New
PCG
733
Private Capital Group
Connecticut
$283K +$258K +4,972 New
QP
734
Quilter Plc
United Kingdom
$282K +$257K +4,957 New
QI
735
QS Investors
New York
$281K +$256K +4,936 New
SFG
736
Summit Financial Group
West Virginia
$281K +$256K +4,946 New
LWMM
737
Legacy Wealth Management (Mississippi)
Mississippi
$279K +$255K +4,914 New
CCFCSB
738
Cape Cod Five Cents Savings Bank
Massachusetts
$279K +$254K +4,906 New
IC
739
Inverness Counsel
New York
$278K +$253K +4,883 New
SG Americas Securities
740
SG Americas Securities
New York
$278K +$253K +4,891 New
WPP
741
Whalerock Point Partners
Rhode Island
$275K +$250K +4,830 New
NB
742
Northwest Bancshares
Pennsylvania
$275K +$251K +4,847 New
IFWM
743
Institute for Wealth Management
Colorado
$274K +$249K +4,814 New
APP
744
Avantax Planning Partners
Iowa
$274K +$250K +4,818 New
TIA
745
Tiemann Investment Advisors
California
$274K +$250K +4,820 New
MPI
746
Mairs & Power Inc
Minnesota
$273K +$249K +4,801 New
NAM
747
NorthCoast Asset Management
Connecticut
$271K +$247K +4,773 New
GWM
748
Geneos Wealth Management
Colorado
$270K +$251K +4,842 New
RWG
749
Regal Wealth Group
California
$269K +$245K +4,726 New
WSTAM
750
Wilbanks Smith & Thomas Asset Management
Virginia
$268K +$244K +4,705 New
28 29
30
31 32

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.