Otelco, Inc. Class A
OTEL
OTEL was delisted on the 31st of March, 2021.
12 hedge funds and large institutions have $334K invested in Otelco, Inc. Class A in 2013 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 3 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
22% more capital invested
Capital invested by funds: $274K → $334K (+$60K)
20% more funds holding
Funds holding: 10 → 12 (+2)
33% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SKK
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
+$156K |
| 2 |
U
UBS
Zurich,
Switzerland
|
+$10.3K |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$2.9K |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
+$1.72K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$391 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.45K |
| 2 |
US Bancorp
Minneapolis,
Minnesota
|
-$1K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$840 |
| 4 |
Citigroup
New York
|
-$311 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BIT
1
BlackRock Institutional Trust
San Francisco,
California
| $189K | – | – | – |
|
|
SKK
2
Shepherd Kaplan Krochuk
Boston,
Massachusetts
| $121K | +$156K | +21,547 | New |
|
|
U
3
UBS
Zurich,
Switzerland
| $14K | +$10.3K | +1,424 | +133% |
|
|
4
Wells Fargo
San Francisco,
California
| $3K | +$391 | +54 | +10% |
|
|
MFS
5
MSI Financial Services
Springfield,
Massachusetts
| $2K | – | – | – |
|
|
6
Bank of Montreal
Toronto,
Ontario, Canada
| $2K | +$2.9K | +400 | New |
|
|
7
Bank of America
Charlotte,
North Carolina
| $1K | -$840 | -116 | -52% |
|
|
WA
8
WFG Advisors
Dallas,
Texas
| $1K | – | – | – |
|
|
TRCT
9
Tower Research Capital (TRC)
New York
| $1K | +$1.72K | +238 | New |
|
|
10
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$1.45K | -200 | -97% |
|
|
11
US Bancorp
Minneapolis,
Minnesota
| – | -$1K | -80 | Closed |
|
|
12
Citigroup
New York
| – | -$311 | -43 | -34% |
|
OTEL Hedge Fund Activity: Q4 2013 in Review
12 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Otelco, Inc. Class A (OTEL) for Q4 2013, worth a combined $334K — up 22% from $274K a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new OTEL positions and 1 closed out — a net gain of 2 holders — while 2 added to existing stakes and 3 trimmed.
The largest buyer was Shepherd Kaplan Krochuk, opening a new position worth an estimated $156K. The largest seller was Royal Bank of Canada, cutting an estimated $1.45K.
- 12 institutional investors held Otelco, Inc. Class A (OTEL) as of Q4 2013, up from 10 in Q3 2013.
- Funds reported $334K of Otelco, Inc. Class A stock for Q4 2013, up 22% quarter-over-quarter.
- 3 funds opened new Otelco, Inc. Class A positions in Q4 2013 and 1 closed out, a net change of +2 holders.
- The largest Otelco, Inc. Class A buyer in Q4 2013 was Shepherd Kaplan Krochuk, an estimated $156K added.
- The largest Otelco, Inc. Class A seller in Q4 2013 was Royal Bank of Canada, an estimated $1.45K sold.
Based on aggregated 13F filings for Q4 2013.