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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
NAS
826
Nicolet Advisory Services
Wisconsin
$218K +$199K +3,838 New
WIC
827
Woodmont Investment Counsel
Tennessee
$218K +$199K +3,839 New
ADL
828
Asset Dedication LLC
California
$218K +$211K +4,069 New
SS
829
Simplicity Solutions
Minnesota
$217K +$198K +3,819 New
SWK
830
Stephen W. Kidder
$216K +$197K +3,794 New
TA
831
Tiedemann Advisors
New York
$216K +$197K +3,807 New
CHAM
832
Clear Harbor Asset Management
Connecticut
$215K +$196K +3,778 New
MWM
833
Madison Wealth Management
Ohio
$215K +$196K +3,788 New
FNBT
834
FineMark National Bank & Trust
Florida
$213K +$194K +3,751 New
BRWM
835
B. Riley Wealth Management
Tennessee
$210K +$192K +3,702 New
GP
836
Girard Partners
Pennsylvania
$210K +$192K +3,708 New
BFIM
837
Beese Fulmer Investment Management
Ohio
$209K +$190K +3,672 New
VFPI
838
Vantage Financial Partners (Illinois)
Illinois
$209K +$190K +3,675 New
NP
839
NorthRock Partners
Minnesota
$209K +$190K +3,676 New
FIM
840
Fruth Investment Management
Texas
$209K +$191K +3,677 New
IIA
841
ICW Investment Advisors
Arizona
$208K +$190K +3,661 New
CCMW
842
Cypress Capital Management (Wyoming)
Wyoming
$207K +$188K +3,637 New
BAM
843
Belpointe Asset Management
Nevada
$206K +$188K +3,630 New
AF
844
Aldebaran Financial
$205K +$187K +3,612 New
CL
845
CPWM LLC
Washington
$204K +$186K +3,581 New
HW
846
Hancock Whitney
Mississippi
$202K +$183K +3,538 New
PG
847
Proffitt & Goodson
Tennessee
$200K +$182K +3,521 New
RCA
848
Resonant Capital Advisors
Wisconsin
$200K +$182K +3,521 New
PAM
849
Paradigm Asset Management
New York
$199K +$181K +3,500 New
EIP
850
Ellis Investment Partners
Pennsylvania
$199K +$185K +3,579 New
32 33
34
35 36

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.