Otelco, Inc. Class A
OTEL
OTEL was delisted on the 31st of March, 2021.
17 hedge funds and large institutions have $3.06M invested in Otelco, Inc. Class A in 2017 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 3 reducing their positions, and 0 closing their positions.
21% more funds holding
Funds holding: 14 → 17 (+3)
8% more capital invested
Capital invested by funds: $2.84M → $3.06M (+$226K)
33% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northern Trust
Chicago,
Illinois
|
+$92.7K |
| 2 |
JIR
James Investment Research
Alpha,
Ohio
|
+$1.44K |
| 3 |
Wells Fargo
San Francisco,
California
|
+$728 |
| 4 |
Creative Planning
Overland Park,
Kansas
|
+$288 |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$216 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SKK
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
-$27.4K |
| 2 |
Goldman Sachs
New York
|
-$13.2K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$483 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SC
1
Sessa Capital
New York
| $930K | – | – | – |
|
|
WS
2
Wedbush Securities
Los Angeles,
California
| $915K | – | – | – |
|
|
3
Goldman Sachs
New York
| $484K | -$13.2K | -1,825 | -3% |
|
4
BlackRock
New York
| $237K | – | – | – |
|
|
SKK
5
Shepherd Kaplan Krochuk
Boston,
Massachusetts
| $178K | -$27.4K | -3,800 | -14% |
|
|
TCM
6
Tradewinds Capital Management
Bellingham,
Washington
| $172K | – | – | – |
|
|
7
Northern Trust
Chicago,
Illinois
| $96K | +$92.7K | +12,856 | New |
|
|
JIR
8
James Investment Research
Alpha,
Ohio
| $22K | +$1.44K | +200 | +7% |
|
9
Acadian Asset Management
Boston,
Massachusetts
| $20K | – | – | – |
|
10
Federated Hermes
Pittsburgh,
Pennsylvania
| $7K | – | – | – |
|
|
11
Wells Fargo
San Francisco,
California
| $2K | +$728 | +101 | +59% |
|
|
12
UBS Group
Zurich,
Switzerland
| $1K | -$483 | -67 | -27% |
|
13
Bank of America
Charlotte,
North Carolina
| $1K | – | – | – |
|
|
14
Bank of Montreal
Toronto,
Ontario, Canada
| – | +$216 | +30 | New |
|
|
15
Creative Planning
Overland Park,
Kansas
| – | +$288 | +40 | New |
|
OTEL Hedge Fund Activity: Q2 2017 in Review
17 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Otelco, Inc. Class A (OTEL) for Q2 2017, worth a combined $3.06M — up 8% from $2.84M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new OTEL positions and 0 closed out — a net gain of 3 holders — while 2 added to existing stakes and 3 trimmed.
The largest buyer was Northern Trust, opening a new position worth an estimated $92.7K. The largest seller was Shepherd Kaplan Krochuk, cutting an estimated $27.4K.
- 17 institutional investors held Otelco, Inc. Class A (OTEL) as of Q2 2017, up from 14 in Q1 2017.
- Funds reported $3.06M of Otelco, Inc. Class A stock for Q2 2017, up 8% quarter-over-quarter.
- 3 funds opened new Otelco, Inc. Class A positions in Q2 2017 and 0 closed out, a net change of +3 holders.
- The largest Otelco, Inc. Class A buyer in Q2 2017 was Northern Trust, an estimated $92.7K added.
- The largest Otelco, Inc. Class A seller in Q2 2017 was Shepherd Kaplan Krochuk, an estimated $27.4K sold.
Based on aggregated 13F filings for Q2 2017.