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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
LWA
976
Lenox Wealth Advisors
New York
$37K +$33.4K +645 New
OC
977
Oakworth Capital
Alabama
$37K +$34K +657 New
FA
978
Fortis Advisors
Pennsylvania
$36K +$32.4K +625 New
PFO
979
Pathstone Family Office
New Jersey
$36K +$33.5K +646 New
SWM
980
Sugarloaf Wealth Management
Georgia
$35K +$31.7K +611 New
LWM
981
Liberty Wealth Management
California
$35K +$31.9K +616 New
LS
982
Leelyn Smith
Illinois
$35K +$32.1K +620 New
SFSIG
983
San Francisco Sentry Investment Group
California
$35K +$32.3K +623 New
PCM
984
Penserra Capital Management
California
$35K +$32.6K +630 New
PCIA
985
Prime Capital Investment Advisors
Kansas
$34K +$31.1K +600 New
FNBOSM
986
First National Bank of South Miami
Florida
$34K +$31.4K +606 New
EI
987
Ellevest Inc
New York
$33K +$29.8K +575 New
PCM
988
Prelude Capital Management
New York
$33K +$30.1K +580 New
FBT
989
First Bank & Trust
South Dakota
$33K +$30.5K +589 New
1W
990
1776 Wealth
Georgia
$33K +$30.6K +590 New
CFG
991
CKW Financial Group
Hawaii
$31K +$28.5K +550 New
THWM
992
Taylor Hoffman Wealth Management
Virginia
$31K +$28.5K +551 New
GWS
993
Glassman Wealth Services
Virginia
$30K +$27K +522 New
BCA
994
Berman Capital Advisors
Georgia
$29K +$27.4K +529 New
BWM
995
BerganKDV Wealth Management
Minnesota
$28K +$25.3K +489 New
CB
996
CNB Bank
Pennsylvania
$28K +$25.7K +496 New
RAM
997
Riggs Asset Management
Pennsylvania
$28K +$25.9K +499 New
GC
998
Grace Capital
Massachusetts
$28K +$25.9K +500 New
TI
999
Truehand Inc
New Hampshire
$27K +$24.6K +474 New
GI
1000
Gradient Investments
Minnesota
$27K +$25K +483 New
38 39
40
41 42

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.