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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
PB
951
Pinnacle Bancorp
Nebraska
$50K +$45.3K +874 New
CAL
952
Capital Advisors Ltd
Ohio
$50K +$45.4K +877 New
MIFH
953
Migdal Insurance & Financial Holdings
Israel
$50K +$45.6K +880 New
JGIA
954
Jackson Grant Investment Advisers
Connecticut
$49K +$44.3K +855 New
APW
955
Acima Private Wealth
Virginia
$47K +$43.2K +834 New
TF
956
Tompkins Financial
New York
$46K +$41.8K +807 New
BWA
957
Burt Wealth Advisors
Maryland
$46K +$42.1K +812 New
TL
958
TrueWealth LLC
Georgia
$45K +$41.1K +793 New
KFA
959
Kelleher Financial Advisors
New York
$45K +$41.4K +800 New
WFMPM
960
Woodley Farra Manion Portfolio Management
Indiana
$44K +$40.5K +781 New
CWP
961
CFM Wealth Partners
Texas
$44K +$40.7K +786 New
MCA
962
Mercer Capital Advisers
New Jersey
$42K +$38.3K +739 New
FPFS
963
First Personal Financial Services
North Carolina
$42K +$38.3K +740 New
PMFA
964
Plante Moran Financial Advisors
Michigan
$42K +$38.7K +746 New
PA
965
Procyon Advisors
Connecticut
$41K +$37.5K +724 New
FCM
966
Firestone Capital Management
Florida
$41K +$37.6K +725 New
PFPT
967
Pinnacle Financial Partners (Tennessee)
Tennessee
$41K +$37.6K +725 New
OSAM
968
O'Shaughnessy Asset Management
Connecticut
$40K +$36.3K +701 New
HRC
969
Hoertkorn Richard Charles
$39K +$35.3K +682 New
AWA
970
Arkadios Wealth Advisors
Georgia
$38.9K +$35.1K +678 New
SBL
971
Sargent Bickham Lagudis
Colorado
$38K +$34.2K +661 New
RIM
972
Rockbridge Investment Management
New York
$38K +$34.7K +669 New
SIA
973
SeaBridge Investment Advisors
New Jersey
$38K +$34.7K +669 New
SIM
974
Sonora Investment Management
Arizona
$38K +$34.8K +671 New
MWP
975
Meridian Wealth Partners
Pennsylvania
$37K +$33.4K +644 New
37 38
39
40 41

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.