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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
MA
1051
Modus Advisors
Minnesota
$9K +$8.13K +157 New
TFO
1052
Tarbox Family Office
California
$8K +$6.84K +132 New
NEAM
1053
New England Asset Management
Connecticut
$8K +$6.89K +133 New
BL
1054
Balentine LLC
Georgia
$8K +$7.2K +139 New
FMP
1055
Financial Management Professionals
Texas
$8K +$7.3K +141 New
SIS
1056
Sound Income Strategies
Florida
$8K +$7.3K +141 New
Parallax Volatility Advisers
1057
Parallax Volatility Advisers
California
$8K +$7.41K +143 New
TC
1058
Trust Company
Kansas
$8K +$7.57K +146 New
FIA
1059
FNY Investment Advisers
New York
$8K +$7.77K +150 New
RCA
1060
Ranch Capital Advisors
Florida
$7K +$5.96K +115 New
POIA
1061
Pin Oak Investment Advisors
Texas
$7K +$6.22K +120 New
AWM
1062
Apollon Wealth Management
South Carolina
$6K +$5.08K +98 New
GWMIA
1063
Global Wealth Management Investment Advisory
Florida
$6K +$5.44K +105 New
LWM
1064
Lenox Wealth Management
Ohio
$6K +$5.54K +107 New
HCM
1065
Horrell Capital Management
Arkansas
$5K +$4.46K +86 New
PA
1066
Perennial Advisors
New York
$5K +$4.51K +87 New
LFG
1067
Larson Financial Group
Missouri
$5K +$4.56K +88 New
MF
1068
Manchester Financial
California
$5K +$4.56K +88 New
CFD
1069
Creative Financial Designs
Indiana
$5K +$4.71K +91 New
FWM
1070
Focused Wealth Management
New York
$5K +$4.71K +91 New
LFG
1071
LifePlan Financial Group
Ohio
$5K +$4.87K +94 New
PO
1072
Private Ocean
California
$5K +$5.18K +100 New
YAL
1073
Your Advocates Ltd
Texas
$5K +$5.18K +100 New
PIMG
1074
Patriot Investment Management Group
Tennessee
$4.38K +$3.99K +77 New
HFS
1075
HBC Financial Services
Washington
$4K +$3.21K +62 New
41 42
43
44 45

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.