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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.22B +$2.02B +39,025,990 New
State Street
2
State Street
Massachusetts
$1.99B +$1.81B +34,962,166 New
BlackRock
3
BlackRock
New York
$1.83B +$1.67B +32,136,910 New
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$695M +$634M +12,231,283 New
CS
5
Credit Suisse
Switzerland
$576M +$525M +10,131,011 New
Fiera Capital (Canada)
6
Fiera Capital (Canada)
Quebec, Canada
$561M +$511M +9,860,345 New
Dodge & Cox
7
Dodge & Cox
California
$542M +$494M +9,527,858 New
Capital Research Global Investors
8
Capital Research Global Investors
California
$438M +$399M +7,700,502 New
Bank of America
9
Bank of America
North Carolina
$378M +$344M +6,645,536 New
Geode Capital Management
10
Geode Capital Management
Massachusetts
$377M +$345M +6,650,358 New
Fidelity Investments
11
Fidelity Investments
Massachusetts
$364M +$332M +6,407,514 New
AllianceBernstein
12
AllianceBernstein
Tennessee
$355M +$323M +6,236,857 New
Bank of New York Mellon
13
Bank of New York Mellon
New York
$336M +$306M +5,903,383 New
AC
14
AKO Capital
United Kingdom
$304M +$277M +5,353,071 New
Norges Bank
15
Norges Bank
Norway
$288M +$262M +5,065,046 New
Northern Trust
16
Northern Trust
Illinois
$285M +$260M +5,015,118 New
JP Morgan Chase
17
JP Morgan Chase
New York
$267M +$244M +4,700,675 New
DVI
18
Deccan Value Investors
Connecticut
$253M +$230M +4,447,800 New
MWA
19
Marshall Wace Asia
Hong Kong
$216M +$197M +3,793,306 New
ClearBridge Investments
20
ClearBridge Investments
New York
$212M +$193M +3,732,892 New
Adage Capital Partners
21
Adage Capital Partners
Massachusetts
$211M +$193M +3,716,333 New
T. Rowe Price Associates
22
T. Rowe Price Associates
Maryland
$207M +$188M +3,636,736 New
BCF
23
BLS Capital Fondsmaeglerselskab
Denmark
$192M +$175M +3,385,266 New
Dimensional Fund Advisors
24
Dimensional Fund Advisors
Texas
$156M +$142M +2,746,401 New
Franklin Resources
25
Franklin Resources
California
$153M +$135M +2,612,753 New
1
2 3 4 5

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.