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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
WIC
751
Whitegate Investment Counselors
New Hampshire
$268K +$245K +4,719 New
ESB
752
Essex Savings Bank
Connecticut
$267K +$244K +4,706 New
MA
753
Mutual Advisors
Nebraska
$266K +$243K +4,684 New
AP
754
Atwood & Palmer
Missouri
$265K +$242K +4,664 New
SCA
755
Snowden Capital Advisors
New York
$264K +$241K +4,650 New
EFSCE
756
Enterprise Financial Services Corp (EFSC)
Missouri
$264K +$240K +4,641 New
RWA
757
River Wealth Advisors
Pennsylvania
$264K +$240K +4,641 New
HCM
758
Hutchinson Capital Management
California
$264K +$241K +4,644 New
DPIM
759
Duff & Phelps Investment Management
Illinois
$264K +$241K +4,645 New
AIM
760
Anchor Investment Management
South Carolina
$263K +$240K +4,630 New
FMC
761
First Merchants Corp
Indiana
$260K +$237K +4,570 New
OIA
762
Optimum Investment Advisors
Illinois
$258K +$235K +4,535 New
ANRIA
763
American National Registered Investment Advisor
Texas
$257K +$234K +4,517 New
MPW
764
Monterey Private Wealth
California
$256K +$233K +4,497 New
CAL
765
Capital Analysts LLC
Pennsylvania
$256K +$233K +4,506 New
WSCM
766
Wellington Shields Capital Management
New York
$255K +$232K +4,486 New
FAG
767
Financial Advisory Group
Texas
$254K +$231K +4,468 New
AWM
768
Altium Wealth Management
New York
$253K +$230K +4,441 New
LS
769
Livforsakringsbolaget Skandia
Sweden
$253K +$231K +4,456 New
DLA
770
Douglas Lane & Associates
New York
$252K +$230K +4,432 New
BPA
771
Beacon Pointe Advisors
California
$252K +$231K +4,454 New
DFA
772
Delta Financial Advisors
Louisiana
$251K +$228K +4,406 New
WS
773
Wedbush Securities
California
$251K +$228K +4,410 New
HIA
774
Harbor Investment Advisory
Maryland
$251K +$229K +4,417 New
NNP
775
Nachman Norwood & Parrott
South Carolina
$251K +$229K +4,419 New
29 30
31
32 33

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.