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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
SFS
851
Sowell Financial Services
Arkansas
$195K +$178K +3,429 New
BSAM
852
Blue Square Asset Management
New York
$189K +$173K +3,331 New
UFG
853
United Fire Group
Iowa
$185K +$168K +3,250 New
ST
854
Smithfield Trust
Pennsylvania
$181K +$165K +3,192 New
PFGIA
855
Patriot Financial Group Insurance Agency
Massachusetts
$180K +$182K +3,509 New
EP
856
Eudaimonia Partners
Tennessee
$178K +$162K +3,126 New
NIT
857
NumerixS Investment Technologies
British Columbia, Canada
$172K +$157K +3,024 New
BL
858
Bleichroeder LP
New York
$171K +$155K +3,000 New
SFM
859
Systematic Financial Management
New Jersey
$171K +$155K +3,000 New
LB
860
Legacy Bridge
Iowa
$171K +$156K +3,005 New
ACA
861
Atlas Capital Advisors
Wyoming
$171K +$155K +3,000 New
NICM
862
Neo Ivy Capital Management
New York
$169K +$154K +2,981 New
SAM
863
S.A. Mason
Michigan
$168K +$153K +2,962 New
IA
864
IFP Advisors
Florida
$168K +$154K +2,973 New
KPW
865
Kore Private Wealth
New York
$165K +$150K +2,904 New
VAIA
866
Virtus Alternative Investment Advisers
Connecticut
$165K +$151K +2,908 New
MCM
867
Manchester Capital Management
Vermont
$162K +$148K +2,851 New
IR
868
IAT Reinsurance
New York
$156K +$142K +2,746 New
FCB
869
First Command Bank
Texas
$154K +$141K +2,713 New
FCFS
870
First Command Financial Services
Texas
$154K +$141K +2,713 New
RWA
871
Ropes Wealth Advisors
Massachusetts
$152K +$138K +2,665 New
CI
872
CX Institutional
Indiana
$151K +$138K +2,663 New
S
873
SignatureFD
Georgia
$151K +$138K +2,663 New
CHA
874
Carmichael Hill & Associates
Maryland
$149K +$136K +2,622 New
MSFP
875
Mark Sheptoff Financial Planning
Connecticut
$149K +$136K +2,629 New
33 34
35
36 37

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.