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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
RG
1101
Retirement Group
California
$2K +$2.23K +43 New
HWM
1102
Holloway Wealth Management
Florida
$1K – – –
TFA
1103
Transamerica Financial Advisors
Florida
$1K +$52 +1 New
AW
1104
Avion Wealth
Texas
$1K +$518 +10 New
HWM
1105
HighMark Wealth Management
Minnesota
$1K +$518 +10 New
LAS
1106
Lloyd Advisory Services
Georgia
$1K +$518 +10 New
GTAM
1107
Global Trust Asset Management
Florida
$1K +$570 +11 New
FAM
1108
Fred Alger Management
New York
$1K +$674 +13 New
BWL
1109
Bogart Wealth LLC
Virginia
$1K +$725 +14 New
EWA
1110
Evolution Wealth Advisors
Florida
$1K +$725 +14 New
WLPWM
1111
Walled Lake Planning & Wealth Management
Illinois
$1K +$725 +14 New
CCA
1112
Column Capital Advisors
Indiana
$1K +$1.04K +20 New
TCM
1113
TD Capital Management
Tennessee
$1K +$1.04K +20 New
WB
1114
West Bancorporation
Iowa
$1K +$1.04K +20 New
FEG
1115
Financial Enhancement Group
Indiana
$1K +$1.19K +23 New
OAJ
1116
Ogorek Anthony Joseph
New York
$1K +$1.19K +23 New
BCM
1117
Bourgeon Capital Management
Connecticut
$1K +$1.29K +25 New
PCFFS
1118
Pacific Center for Financial Services
California
$1K +$1.29K +25 New
AWM
1119
Avior Wealth Management
Nebraska
$1K +$1.5K +29 New
FCH
1120
Freestone Capital Holdings
Washington
$227 +$207K +4,001 New
NA
1121
Nottingham Advisors
New York
$210 +$192K +3,701 New
TI
1122
tru Independence
Oregon
$106 +$96.3K +1,859 New
WIM
1123
Westside Investment Management
California
$22 +$20.6K +398 New
TF
1124
TimeScale Financial
Massachusetts
– +$104 +2 New
IRC
1125
Investors Research Corp
Georgia
– +$155 +3 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.