Otelco, Inc. Class A
OTEL
OTEL was delisted on the 31st of March, 2021.
10 hedge funds and large institutions have $266K invested in Otelco, Inc. Class A in 2014 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 0 increasing their positions, 4 reducing their positions, and 3 closing their positions.
17% less funds holding
Funds holding: 12 → 10 (-2)
20% less capital invested
Capital invested by funds: $334K → $266K (-$68K)
67% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 3
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$503 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SKK
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
-$17.7K |
| 2 |
U
UBS
Zurich,
Switzerland
|
-$14.5K |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$2K |
| 4 |
MFS
MSI Financial Services
Springfield,
Massachusetts
|
-$2K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$1.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BIT
1
BlackRock Institutional Trust
San Francisco,
California
| $170K | – | – | – |
|
|
SKK
2
Shepherd Kaplan Krochuk
Boston,
Massachusetts
| $94K | -$17.7K | -3,000 | -14% |
|
|
3
Wells Fargo
San Francisco,
California
| $1K | -$1.9K | -321 | -56% |
|
|
WA
4
WFG Advisors
Dallas,
Texas
| $1K | – | – | – |
|
|
U
5
UBS
Zurich,
Switzerland
| – | -$14.5K | -2,452 | -98% |
|
|
6
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$2K | -400 | Closed |
|
|
MFS
7
MSI Financial Services
Springfield,
Massachusetts
| – | -$2K | -390 | Closed |
|
|
TRCT
8
Tower Research Capital (TRC)
New York
| – | -$1K | -238 | Closed |
|
9
Bank of America
Charlotte,
North Carolina
| – | -$83 | -14 | -13% |
|
|
10
Morgan Stanley
New York
| – | +$503 | +85 | New |
|
OTEL Hedge Fund Activity: Q1 2014 in Review
10 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in Otelco, Inc. Class A (OTEL) for Q1 2014, worth a combined $266K — down 20% from $334K a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of OTEL and 1 opened new positions — a net loss of 2 holders — while 4 trimmed existing stakes and 0 added.
The largest buyer was Morgan Stanley, opening a new position worth an estimated $503. The largest seller was Shepherd Kaplan Krochuk, cutting an estimated $17.7K.
- 10 institutional investors held Otelco, Inc. Class A (OTEL) as of Q1 2014, down from 12 in Q4 2013.
- Funds reported $266K of Otelco, Inc. Class A stock for Q1 2014, down 20% quarter-over-quarter.
- 1 fund opened new Otelco, Inc. Class A positions in Q1 2014 and 3 closed out, a net change of -2 holders.
- The largest Otelco, Inc. Class A buyer in Q1 2014 was Morgan Stanley, an estimated $503 added.
- The largest Otelco, Inc. Class A seller in Q1 2014 was Shepherd Kaplan Krochuk, an estimated $17.7K sold.
Based on aggregated 13F filings for Q1 2014.