Otelco, Inc. Class A
OTEL
OTEL was delisted on the 31st of March, 2021.
11 hedge funds and large institutions have $336K invested in Otelco, Inc. Class A in 2014 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
26% more capital invested
Capital invested by funds: $266K → $336K (+$70K)
10% more funds holding
Funds holding: 10 → 11 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAM
Castlerock Asset Management
New York
|
+$94.9K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$2.5K |
| 3 |
U
UBS
Zurich,
Switzerland
|
+$1.07K |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
+$656 |
| 5 |
Wells Fargo
San Francisco,
California
|
+$336 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SKK
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
-$25.1K |
| 2 |
Morgan Stanley
New York
|
-$401 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BIT
1
BlackRock Institutional Trust
San Francisco,
California
| $166K | – | – | – |
|
|
CAM
2
Castlerock Asset Management
New York
| $94K | +$94.9K | +18,950 | New |
|
|
SKK
3
Shepherd Kaplan Krochuk
Boston,
Massachusetts
| $67K | -$25.1K | -5,000 | -27% |
|
|
4
Bank of America
Charlotte,
North Carolina
| $3K | +$2.5K | +500 | +526% |
|
|
5
Wells Fargo
San Francisco,
California
| $2K | +$336 | +67 | +26% |
|
|
U
6
UBS
Zurich,
Switzerland
| $2K | +$1.07K | +214 | +465% |
|
|
WA
7
WFG Advisors
Dallas,
Texas
| $1K | – | – | – |
|
|
TRCT
8
Tower Research Capital (TRC)
New York
| $1K | +$656 | +131 | New |
|
|
9
Morgan Stanley
New York
| – | -$401 | -80 | -94% |
|
OTEL Hedge Fund Activity: Q2 2014 in Review
11 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in Otelco, Inc. Class A (OTEL) for Q2 2014, worth a combined $336K — up 26% from $266K a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new OTEL positions and 1 closed out — a net gain of 1 holder — while 3 added to existing stakes and 2 trimmed.
The largest buyer was Castlerock Asset Management, opening a new position worth an estimated $94.9K. The largest seller was Shepherd Kaplan Krochuk, cutting an estimated $25.1K.
- 11 institutional investors held Otelco, Inc. Class A (OTEL) as of Q2 2014, up from 10 in Q1 2014.
- Funds reported $336K of Otelco, Inc. Class A stock for Q2 2014, up 26% quarter-over-quarter.
- 2 funds opened new Otelco, Inc. Class A positions in Q2 2014 and 1 closed out, a net change of +1 holder.
- The largest Otelco, Inc. Class A buyer in Q2 2014 was Castlerock Asset Management, an estimated $94.9K added.
- The largest Otelco, Inc. Class A seller in Q2 2014 was Shepherd Kaplan Krochuk, an estimated $25.1K sold.
Based on aggregated 13F filings for Q2 2014.