Otelco, Inc. Class A
OTEL
OTEL was delisted on the 31st of March, 2021.
10 hedge funds and large institutions have $1.15M invested in Otelco, Inc. Class A in 2015 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 4 closing their positions.
7% more capital invested
Capital invested by funds: $1.07M → $1.15M (+$78.4K)
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
17% less funds holding
Funds holding: 12 → 10 (-2)
50% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SKK
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
+$60.2K |
| 2 |
Acadian Asset Management
Boston,
Massachusetts
|
+$3.46K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$762 |
| 4 |
RFA
Reilly Financial Advisors
La Mesa,
California
|
+$747 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$11K |
| 2 |
WA
WFG Advisors
Dallas,
Texas
|
-$1K |
| 3 |
NPC
National Planning Corporation
El Segundo,
California
|
-$599 |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$528 |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
-$503 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SC
1
Sessa Capital
New York
| $619K | – | – | – |
|
|
SKK
2
Shepherd Kaplan Krochuk
Boston,
Massachusetts
| $355K | +$60.2K | +12,100 | +21% |
|
|
BIT
3
BlackRock Institutional Trust
San Francisco,
California
| $167K | – | – | – |
|
|
4
Acadian Asset Management
Boston,
Massachusetts
| $3K | +$3.46K | +696 | New |
|
|
5
Bank of America
Charlotte,
North Carolina
| $1K | -$528 | -106 | -32% |
|
6
Wells Fargo
San Francisco,
California
| $1K | – | – | – |
|
|
RFA
7
Reilly Financial Advisors
La Mesa,
California
| $1K | +$747 | +150 | New |
|
|
8
Royal Bank of Canada
Toronto,
Ontario, Canada
| $1K | +$762 | +153 | +2,186% |
|
|
9
UBS Group
Zurich,
Switzerland
| – | -$11K | -2,225 | Closed |
|
|
WA
10
WFG Advisors
Dallas,
Texas
| – | -$1K | -202 | Closed |
|
|
NPC
11
National Planning Corporation
El Segundo,
California
| – | -$599 | -116 | Closed |
|
|
TRCT
12
Tower Research Capital (TRC)
New York
| – | -$503 | -101 | -51% |
|
OTEL Hedge Fund Activity: Q1 2015 in Review
10 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Otelco, Inc. Class A (OTEL) for Q1 2015, worth a combined $1.15M — up 7.3% from $1.07M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of OTEL and 2 opened new positions — a net loss of 2 holders — while 2 trimmed existing stakes and 2 added.
The largest buyer was Shepherd Kaplan Krochuk, adding an estimated $60.2K. The largest seller was UBS Group, exiting entirely with an estimated $11K sold.
- 10 institutional investors held Otelco, Inc. Class A (OTEL) as of Q1 2015, down from 12 in Q4 2014.
- Funds reported $1.15M of Otelco, Inc. Class A stock for Q1 2015, up 7.3% quarter-over-quarter.
- 2 funds opened new Otelco, Inc. Class A positions in Q1 2015 and 4 closed out, a net change of -2 holders.
- The largest Otelco, Inc. Class A buyer in Q1 2015 was Shepherd Kaplan Krochuk, an estimated $60.2K added.
- The largest Otelco, Inc. Class A seller in Q1 2015 was UBS Group, an estimated $11K sold.
Based on aggregated 13F filings for Q1 2015.