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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
IBOK
1001
Independence Bank of Kentucky
Kentucky
$26K +$23.3K +450 New
CWC
1002
Carolinas Wealth Consulting
North Carolina
$26K +$23.9K +461 New
SFG
1003
Sowa Financial Group
Rhode Island
$26K +$24.1K +466 New
CAC
1004
Core Alternative Capital
Georgia
$25K +$23.2K +448 New
AAP
1005
Arax Advisory Partners
Colorado
$24K +$21.4K +414 New
FPB
1006
First PREMIER Bank
South Dakota
$23K +$20.7K +400 New
FANJ
1007
Financial Architects (New Jersey)
New Jersey
$23K +$21K +405 New
VCM
1008
Vigilant Capital Management
Maine
$22K +$19.6K +379 New
JFA
1009
JNBA Financial Advisors
Minnesota
$22K +$19.7K +380 New
MHR
1010
Matthew Hamilton Rosenberg
$22K +$20.3K +392 New
EARNEST Partners
1011
EARNEST Partners
Georgia
$20K +$17.9K +346 New
BC
1012
Belmont Capital
California
$20K +$18.1K +350 New
CAGAS
1013
Capital Advisory Group Advisory Services
Minnesota
$20K +$18.1K +350 New
SWM
1014
Selective Wealth Management
Virginia
$20K +$18.4K +355 New
WPA
1015
West Paces Advisors
Georgia
$19.7K +$17.9K +346 New
AIC
1016
Archer Investment Corporation
Indiana
$19.5K +$17.8K +343 New
HWA
1017
HHM Wealth Advisors
Tennessee
$19K +$17.1K +331 New
Cohen & Steers
1018
Cohen & Steers
New York
$19K +$17.5K +337 New
PWMG
1019
Prestige Wealth Management Group
New Jersey
$19K +$17.5K +337 New
SIAS
1020
Shine Investment Advisory Services
Colorado
$19K +$17.5K +338 New
BAM
1021
Barrett Asset Management
New York
$19K +$17.7K +341 New
GAM
1022
Gemmer Asset Management
California
$18K +$16.1K +311 New
EWM
1023
Endurance Wealth Management
Rhode Island
$18K +$17K +329 New
TJHA
1024
Thomas J. Herzfeld Advisors
Florida
$17K +$13.9K +269 New
MA
1025
MCF Advisors
Kentucky
$17K +$15.3K +296 New
39 40
41
42 43

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.