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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
PFBT
901
Parkside Financial Bank & Trust
Missouri
$98K +$88.5K +1,708 New
RTC
902
Riverview Trust Company
Washington
$97K +$88.5K +1,708 New
NSIM
903
North Star Investment Management
Illinois
$97K +$88.7K +1,711 New
MRCM
904
M&R Capital Management
New Jersey
$97K +$89K +1,718 New
EDRH
905
Edmond de Rothschild Holding
Switzerland
$96K +$86.5K +1,670 New
JCM
906
Jacobi Capital Management
Pennsylvania
$96K +$87K +1,680 New
EW
907
Evoke Wealth
California
$94K +$82.9K +1,600 New
FCA
908
FinTrust Capital Advisors
South Carolina
$93K +$84.4K +1,629 New
APWM
909
Atlas Private Wealth Management
New York
$93K +$84.8K +1,637 New
LTI
910
Laffer Tengler Investments
Tennessee
$92.1K +$83.9K +1,620 New
ZB
911
Zions Bancorporation
Utah
$89K +$81.4K +1,572 New
WR
912
Watson Rebecca
$86K +$78K +1,505 New
MAM
913
Meeder Asset Management
Ohio
$85K +$77.3K +1,491 New
CFFP
914
Center for Financial Planning
Michigan
$78K +$71.2K +1,375 New
WCG
915
Weaver Consulting Group
California
$76K +$69.2K +1,336 New
RE
916
RBC Europe
United Kingdom
$73.2K +$66.7K +1,287 New
SC
917
Steph & Co
Wisconsin
$72K +$65.3K +1,261 New
ARMC
918
American Research & Management Company
Massachusetts
$70K +$63.6K +1,228 New
SCA
919
Stonebridge Capital Advisors
Minnesota
$70K +$64K +1,235 New
S
920
Seeyond
France
$69K +$62.6K +1,209 New
AWM
921
AllSquare Wealth Management
New York
$67K +$60.9K +1,175 New
CYG
922
Clean Yield Group
Vermont
$67K +$61.3K +1,183 New
SWA
923
Sutton Wealth Advisors
Florida
$66.4K +$60.5K +1,167 New
CIA
924
CSat Investment Advisory
Michigan
$66K +$60.3K +1,164 New
VIM
925
Veritas Investment Management
United Kingdom
$65K +$58.9K +1,137 New
35 36
37
38 39

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.