Otis Worldwide
OTIS
1,165 hedge funds and large institutions have $25.2B invested in Otis Worldwide in 2020 Q4 according to their latest regulatory filings, with 155 funds opening new positions, 292 increasing their positions, 535 reducing their positions, and 88 closing their positions.
133% more call options, than puts
Call options by funds: $34.3M | Put options by funds: $14.7M
76% more first-time investments, than exits
New positions opened: 155 | Existing positions closed: 88
9% more capital invested
Capital invested by funds: $23.1B → $25.2B (+$2.13B)
7% more funds holding in top 10
Funds holding in top 10: 15 → 16 (+1)
5% more funds holding
Funds holding: 1,111 → 1,165 (+54)
0.71% more ownership
Funds ownership: 85.35% → 86.06% (+0.71%)
45% less repeat investments, than reductions
Existing positions increased: 292 | Existing positions reduced: 535
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$162M |
| 2 |
Viking Global Investors
Stamford,
Connecticut
|
+$156M |
| 3 |
Morgan Stanley
New York
|
+$128M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$126M |
| 5 |
Capital Research Global Investors
Los Angeles,
California
|
+$84.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$173M |
| 2 |
Dodge & Cox
San Francisco,
California
|
-$139M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$101M |
| 4 |
State Street
Boston,
Massachusetts
|
-$90.3M |
| 5 |
MWA
Marshall Wace Asia
Central,
Hong Kong
|
-$81.2M |
OTIS Hedge Fund Activity: Q4 2020 in Review
1,165 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Otis Worldwide (OTIS) for Q4 2020, worth a combined $25.2B — up 9.2% from $23.1B a quarter earlier.
Buyers outnumbered sellers: 155 funds opened new OTIS positions and 88 closed out — a net gain of 67 holders — while 292 added to existing stakes and 535 trimmed.
The largest buyer was Deutsche Bank, adding an estimated $162M. The largest seller was Bank of America, cutting an estimated $173M.
- 1,165 institutional investors held Otis Worldwide (OTIS) as of Q4 2020, up from 1,111 in Q3 2020.
- Funds reported $25.2B of Otis Worldwide stock for Q4 2020, up 9.2% quarter-over-quarter.
- 155 funds opened new Otis Worldwide positions in Q4 2020 and 88 closed out, a net change of +67 holders.
- The largest Otis Worldwide buyer in Q4 2020 was Deutsche Bank, an estimated $162M added.
- The largest Otis Worldwide seller in Q4 2020 was Bank of America, an estimated $173M sold.
Based on aggregated 13F filings for Q4 2020.