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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
MMG
926
Monetary Management Group
Missouri
$64K +$58.1K +1,121 New
BFC
927
Bedel Financial Consulting
Indiana
$64K +$58.6K +1,131 New
TFS
928
TrustCore Financial Services
Tennessee
$64K +$58.8K +1,134 New
1IA
929
1834 Investment Advisors
Wisconsin
$63K +$57.4K +1,108 New
EWM
930
Elmwood Wealth Management
California
$61K +$55.7K +1,075 New
HDIM
931
Hanson & Doremus Investment Management
Vermont
$61K +$55.7K +1,075 New
CFG
932
Capstone Financial Group
Oklahoma
$60K +$54.6K +1,053 New
TSW
933
Thompson Siegel & Walmsley
Virginia
$57K +$51.6K +995 New
RDWM
934
Red Door Wealth Management
Tennessee
$57K +$52K +1,004 New
CA
935
Crewe Advisors
Utah
$57K +$52.2K +1,008 New
SIAP
936
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$57K +$52.6K +1,016 New
FWM
937
Filbrandt Wealth Management
Wisconsin
$55K +$49.9K +964 New
TWA
938
TCI Wealth Advisors
Arizona
$55K +$49.9K +964 New
HS
939
Horan Securities
United States
$55K +$50K +966 New
M
940
MOTCO
Texas
$55K +$50.2K +969 New
BDWM
941
Brewin Dolphin Wealth Management
Ireland
$54.7K +$49.8K +962 New
BAM
942
Bellevue Asset Management
Washington
$54K +$49K +945 New
BWM
943
Baystate Wealth Management
Massachusetts
$54K +$49.2K +950 New
HI
944
Hudock Inc
Pennsylvania
$54K +$49.5K +955 New
MCM
945
MV Capital Management
Maryland
$52K +$47.1K +910 New
AF
946
Allworth Financial
California
$52K +$47.7K +920 New
HR
947
Howe & Rusling
New York
$52K +$47.8K +922 New
ACM
948
AUA Capital Management
Pennsylvania
$51K +$46.6K +900 New
JWA
949
JFS Wealth Advisors
Pennsylvania
$51K +$46.7K +902 New
PP
950
PrairieView Partners
Minnesota
$50K +$45.1K +871 New
36 37
38
39 40

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.