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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
CLOS
876
Compagnie Lombard Odier SCmA
Switzerland
$142K +$129K +2,495 New
DOA
877
D'Orazio & Associates
Virginia
$139K +$127K +2,443 New
PWP
878
Principle Wealth Partners
Connecticut
$135K +$123K +2,380 New
BWP
879
Baldwin Wealth Partners
Massachusetts
$129K +$118K +2,279 New
AIM
880
Acropolis Investment Management
Missouri
$125K +$114K +2,195 New
MLFP
881
MPS Loria Financial Planners
Illinois
$125K +$114K +2,200 New
CMBA
882
C.M. Bidwell & Associates
Hawaii
$122K +$111K +2,150 New
VRM
883
Vectors Research Management
New York
$121K +$110K +2,130 New
PL
884
Perpetual Ltd
Australia
$119K +$108K +2,087 New
QCG
885
Quadrant Capital Group
Ohio
$117K +$107K +2,056 New
SBSB
886
Sullivan, Bruyette, Speros & Blaney
Virginia
$115K +$105K +2,030 New
DSC
887
Duncker Streett & Co
Missouri
$114K +$103K +1,996 New
FFC
888
First Financial Corp
Indiana
$111K +$101K +1,945 New
PK
889
Pflug Koory
Nebraska
$111K +$101K +1,949 New
SFFS
890
Stonehage Fleming Financial Services
Jersey
$111K +$102K +1,977 New
WOC
891
West Oak Capital
California
$110K +$100K +1,930 New
FHA
892
First Horizon Advisors
Tennessee
$110K +$101K +1,946 New
CG
893
Cutler Group
California
$105K +$96.1K +1,854 New
FMTCOCP
894
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$103K +$93.6K +1,806 New
GRP
895
Global Retirement Partners
California
$103K +$93.6K +1,806 New
GCM
896
Gables Capital Management
Florida
$103K +$93.8K +1,811 New
BFEC
897
Benjamin F. Edwards & Company
Missouri
$102K +$92.5K +1,785 New
LC
898
Lindbrook Capital
California
$102K +$92.6K +1,787 New
FMLI
899
Fukoku Mutual Life Insurance
Japan
$102K +$93.3K +1,800 New
OPS
900
Orion Portfolio Solutions
Nebraska
$99K +$90.6K +1,748 New
34 35
36
37 38

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.