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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
RBC
1076
Roble Belko & Company
Pennsylvania
$4K +$3.32K +64 New
DCM
1077
Davis Capital Management
Florida
$4K +$3.58K +69 New
AssetMark Inc
1078
AssetMark Inc
California
$4K +$3.63K +70 New
BDS
1079
Banco de Sabadell
Florida
$4K +$3.68K +71 New
RCWMU
1080
Rothschild & Co Wealth Management (UK)
United Kingdom
$4K +$3.78K +73 New
AA
1081
AlphaMark Advisors
Kentucky
$4K +$3.89K +75 New
JPLA
1082
Joseph P. Lucia & Associates
New York
$4K +$3.89K +75 New
TIM
1083
Tortoise Investment Management
New York
$4K +$3.89K +75 New
TFA
1084
Toth Financial Advisory
Virginia
$4K +$3.94K +76 New
AJ
1085
Ashburton (Jersey)
Jersey
$3K +$2.44K +47 New
LF
1086
Lee Financial
Texas
$3K +$2.59K +50 New
ME
1087
McIlrath & Eck
Washington
$3K +$2.75K +53 New
CFO
1088
CVA Family Office
Colorado
$3K +$2.8K +54 New
MFT
1089
Moisand Fitzgerald Tamayo
Florida
$3K +$2.8K +54 New
HIIFS
1090
Harel Insurance Investments & Financial Services
Israel
$3K +$2.85K +55 New
MWA
1091
MFA Wealth Advisors
Pennsylvania
$2.5K +$2.28K +44 New
GFPC
1092
Global Financial Private Client
Florida
$2.06K +$1.92K +37 New
IWP
1093
IAG Wealth Partners
Wisconsin
$2K +$1.04K +20 New
APWA
1094
Atlas Private Wealth Advisors
New Jersey
$2K +$1.4K +27 New
IF
1095
Ironwood Financial
Arizona
$2K +$1.55K +30 New
BBA
1096
Braun-Bostich & Associates
Pennsylvania
$2K +$1.66K +32 New
SL
1097
Savior LLC
Massachusetts
$2K +$1.71K +33 New
MAWCM
1098
Mine & Arao Wealth Creation & Management
California
$2K +$1.92K +37 New
NL
1099
NVWM LLC
Pennsylvania
$2K +$1.92K +37 New
TCM
1100
Tradewinds Capital Management
Washington
$2K +$2.18K +42 New
42 43
44
45 46

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.