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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
OSNBOA
1026
Old Second National Bank of Aurora
Illinois
$17K +$15.5K +300 New
AW
1027
Alpha Windward
Massachusetts
$17K +$15.8K +304 New
FWM
1028
FSA Wealth Management
Massachusetts
$17K +$15.9K +307 New
GEA
1029
Glen Eagle Advisors
New Jersey
$16.5K +$15K +290 New
FRA
1030
Front Row Advisors
California
$16K +$14.3K +276 New
KFS
1031
Kelly Financial Services
Massachusetts
$15.2K +$13.8K +267 New
CAC
1032
Certified Advisory Corp
Florida
$15K +$13.3K +256 New
VNA
1033
Valley National Advisers
Pennsylvania
$15K +$13.4K +258 New
CAM
1034
Costello Asset Management
Pennsylvania
$15K +$13.6K +262 New
BGIM
1035
Boussard & Gavaudan Investment Management
United Kingdom
$14.7K +$13.6M +262,203 New
AIM
1036
Arcadia Investment Management
Michigan
$14K +$13K +250 New
CBT
1037
Central Bank & Trust
Kentucky
$14K +$13K +250 New
CT
1038
Clearstead Trust
Maine
$14K +$13K +250 New
CWM
1039
Campbell Wealth Management
Virginia
$13K +$11.9K +230 New
VCM
1040
Versant Capital Management
Arizona
$13K +$12.1K +233 New
EWP
1041
Engrave Wealth Partners
Texas
$13K +$12.4K +239 New
HGWM
1042
Harvest Group Wealth Management
Massachusetts
$12K +$11.2K +217 New
CIA
1043
Cascade Investment Advisors
Oregon
$11.7K +$10.7K +206 New
DI
1044
Disciplined Investments
Oklahoma
$11K +$9.84K +190 New
HB
1045
Horizon Bancorp
Indiana
$11K +$9.84K +190 New
FP
1046
Financial Perspectives
Minnesota
$10.2K +$9.33K +180 New
JG
1047
Jefferies Group
New York
$10.1K +$9.18M +177,093 New
TFGT
1048
TS Financial Group (TSFG)
Illinois
$10K +$8.7K +168 New
NSB
1049
Norway Savings Bank
Maine
$10K +$8.81K +170 New
CCM
1050
Cribstone Capital Management
Maine
$9K +$8.13K +157 New
40 41
42
43 44

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.