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Otis Worldwide

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
Name Holding Trade Value Shares
Change
Change in
Stake
Fayez Sarofim & Co
76
Fayez Sarofim & Co
Texas
$47.2M +$43M +829,647 New
LPU
77
Lansdowne Partners (UK)
United Kingdom
$45.9M +$41.8M +806,597 New
Neuberger Berman Group
78
Neuberger Berman Group
New York
$45.7M +$41.7M +803,923 New
Public Sector Pension Investment Board (PSP Investments)
79
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$45.3M +$41.3M +797,530 New
New York State Common Retirement Fund
80
New York State Common Retirement Fund
New York
$42.4M +$38.6M +744,975 New
California State Teachers Retirement System (CalSTRS)
81
California State Teachers Retirement System (CalSTRS)
California
$41.4M +$37.7M +728,430 New
CVA
82
Ceredex Value Advisors
Florida
$41.2M +$37.5M +724,400 New
SI
83
Scharf Investments
California
$41.1M +$37.5M +723,484 New
RhumbLine Advisers
84
RhumbLine Advisers
Massachusetts
$39.9M +$36.3M +701,378 New
HSBC Holdings
85
HSBC Holdings
United Kingdom
$39.8M +$36.3M +699,966 New
EVM
86
Eaton Vance Management
Massachusetts
$38.6M +$35.2M +679,530 New
DekaBank Deutsche Girozentrale
87
DekaBank Deutsche Girozentrale
Germany
$37.9M +$34.9M +673,011 New
APG Asset Management
88
APG Asset Management
Netherlands
$35.3M +$36.1M +696,692 New
HA
89
HHLR Advisors
Cayman Islands
$34.9M +$31.8M +614,556 New
Principal Financial Group
90
Principal Financial Group
Iowa
$34.7M +$31.6M +609,684 New
National Pension Service
91
National Pension Service
South Korea
$34.6M +$31.5M +608,321 New
Point72 Asset Management
92
Point72 Asset Management
Connecticut
$33.8M +$30.8M +594,145 New
GAM
93
Guinness Asset Management
United Kingdom
$33.8M +$30.8M +593,730 New
Prudential Financial
94
Prudential Financial
New Jersey
$31.2M +$28.5M +549,434 New
State Board of Administration of Florida Retirement System
95
State Board of Administration of Florida Retirement System
Florida
$30.8M +$28.1M +542,227 New
New York State Teachers Retirement System (NYSTRS)
96
New York State Teachers Retirement System (NYSTRS)
New York
$30.1M +$27.4M +528,824 New
Arrowstreet Capital
97
Arrowstreet Capital
Massachusetts
$29.6M +$27M +521,136 New
SM
98
Sunriver Management
Connecticut
$29.5M +$26.9M +518,304 New
OAC
99
OMERS Administration Corp
Ontario, Canada
$29.3M +$26.7M +515,646 New
Thrivent Financial for Lutherans
100
Thrivent Financial for Lutherans
Minnesota
$28.5M +$26M +502,100 New

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.