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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
CWM
776
Concentric Wealth Management
California
$251K +$229K +4,420 New
CCG
777
Cypress Capital Group
Florida
$250K +$228K +4,397 New
HAG
778
HighPoint Advisor Group
Illinois
$249K +$232K +4,469 New
WA
779
WBH Advisory
Maryland
$248K +$227K +4,372 New
LWAC
780
Laurel Wealth Advisors (California)
California
$247K +$225K +4,346 New
LC
781
Lincoln Capital
Nebraska
$246K +$224K +4,318 New
WEC
782
Winslow Evans & Crocker
Massachusetts
$246K +$224K +4,322 New
RG
783
Rathbones Group
United Kingdom
$246K +$224K +4,329 New
SLT
784
St Louis Trust
Missouri
$245K +$224K +4,317 New
AWM
785
Aberdeen Wealth Management
Illinois
$244K +$222K +4,284 New
SACTSONJ
786
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$244K +$223K +4,300 New
AWM
787
Aevitas Wealth Management
Massachusetts
$243K +$222K +4,278 New
EB
788
Eastern Bank
Massachusetts
$240K +$219K +4,221 New
FB
789
Fulton Bank
Pennsylvania
$240K +$219K +4,228 New
WAM
790
Wealthspire Advisors (Maryland)
Maryland
$239K +$218K +4,201 New
UBV
791
United Bank (Virginia)
Virginia
$239K +$218K +4,202 New
FFBTD
792
First Financial Bank - Trust Division
Ohio
$239K +$218K +4,204 New
BC
793
Burleson & Co
California
$237K +$190K +3,673 New
RIA
794
Realta Investment Advisors
Delaware
$237K +$216K +4,170 New
BWA
795
BDO Wealth Advisors
Florida
$237K +$216K +4,171 New
SWM
796
Shakespeare Wealth Management
Wisconsin
$236K +$215K +4,142 New
NED
797
Nancy E. Dempze
$236K +$215K +4,151 New
AC
798
Allstate Corporation
Illinois
$235K +$214K +4,129 New
DWA
799
Douglass Winthrop Advisors
New York
$235K +$214K +4,129 New
TCPWM
800
Traverso Chambers Private Wealth Management
California
$235K +$214K +4,132 New
30 31
32
33 34

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.