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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
QI
801
Qtron Investments
Massachusetts
$235K +$214K +4,137 New
B
802
Bailard
California
$233K +$212K +4,090 New
CNFG
803
Creegan & Nassoura Financial Group
New Hampshire
$233K +$212K +4,093 New
SLF
804
Sun Life Financial
Ontario, Canada
$233K +$212K +4,093 New
BEAM
805
Baker Ellis Asset Management
Washington
$233K +$212K +4,094 New
EML
806
Eos Management LP
New York
$232K +$211K +4,079 New
MAFM
807
Mid Atlantic Financial Management
Pennsylvania
$232K +$212K +4,083 New
OWP
808
Obermeyer Wealth Partners
Colorado
$231K +$210K +4,057 New
Cetera Investment Advisers
809
Cetera Investment Advisers
Illinois
$231K +$210K +4,062 New
LNC
810
Lincoln National Corp
Pennsylvania
$231K +$211K +4,064 New
MJP
811
Michael J. Puzo
$230K +$209K +4,040 New
IFAM
812
Institutional & Family Asset Management
Colorado
$230K +$209K +4,042 New
BA
813
Bennicas & Associates
California
$229K +$208K +4,019 New
FC
814
Ferris Capital
Massachusetts
$229K +$208K +4,024 New
DAS
815
Dynamic Advisor Solutions
Arizona
$228K +$208K +4,006 New
BWAM
816
Boyd Watterson Asset Management
Ohio
$228K +$208K +4,015 New
ARTA
817
A.R.T. Advisors
New York
$227K +$207K +4,000 New
BOC
818
Barbara Oil Co
Illinois
$227K +$207K +4,000 New
HWA
819
Heritage Way Advisors
Illinois
$227K +$207K +4,000 New
ST
820
Spinnaker Trust
Maine
$226K +$206K +3,979 New
OL
821
Optas LLC
Texas
$226K +$206K +3,981 New
DTC
822
Davidson Trust Company
Washington
$224K +$206K +3,972 New
MCCP
823
Mission Creek Capital Partners
California
$223K +$203K +3,917 New
IHL
824
Investment House LLC
California
$222K +$203K +3,913 New
TNB
825
Thomasville National Bank
Georgia
$220K +$201K +3,872 New
31 32
33
34 35

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.