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OTEL

Otelco, Inc. Class A
OTEL

Delisted

OTEL was delisted on the 31st of March, 2021.

22 hedge funds and large institutions have $7.48M invested in Otelco, Inc. Class A in 2018 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 5

9% more capital invested

Capital invested by funds: $6.83M → $7.48M (+$648K)

0% more funds holding

Funds holding: 2222 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

Holders
22
Holders Change
Holders Change %
0%
% of All Funds
0.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
7
Reduced
5
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WS
1
Wedbush Securities
California
$1.88M -$14.9K -1,000 -0.8%
SC
2
Sessa Capital
New York
$1.85M
Goldman Sachs
3
Goldman Sachs
New York
$968K +$6.7K +450 +0.7%
Vanguard Group
4
Vanguard Group
Pennsylvania
$882K +$533K +35,815 +153%
YAM
5
Yacktman Asset Management
Texas
$507K
TCM
6
Tradewinds Capital Management
Washington
$342K
HW
7
Hancock Whitney
Mississippi
$271K +$270K +18,166 New
Northern Trust
8
Northern Trust
Illinois
$215K +$18.7K +1,255 +10%
Acadian Asset Management
9
Acadian Asset Management
Massachusetts
$214K +$146K +9,786 +216%
LSV Asset Management
10
LSV Asset Management
Illinois
$128K +$121K +8,100 +1,620%
AWW
11
Alan W. Weber
$91K -$48.8K -3,278 -35%
JIR
12
James Investment Research
Ohio
$70K
UBS Group
13
UBS Group
Switzerland
$23K +$4.88K +328 +28%
Federated Hermes
14
Federated Hermes
Pennsylvania
$13K -$1.37K -92 -10%
BlackRock
15
BlackRock
New York
$12K -$73.9K -4,963 -86%
PCM
16
Prelude Capital Management
New York
$7K +$7.44K +500 New
Morgan Stanley
17
Morgan Stanley
New York
$6K +$5.46K +367 +36,700%
Wells Fargo
18
Wells Fargo
California
$2K -$1.49K -100 -43%
AG
19
Advisor Group
Arizona
$2K
Bank of America
20
Bank of America
North Carolina
$1K +$566 +38 New
MIH
21
Meitav Investment House
Israel
-$824K -61,000 Closed
SKK
22
Shepherd Kaplan Krochuk
Massachusetts
-$182K -13,637 Closed
SWP
23
Strategic Wealth Partners
Ohio
-$1K -60 Closed
Barclays
24
Barclays
United Kingdom
+$119 +8 New

OTEL Hedge Fund Activity: Q1 2018 in Review

22 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Otelco, Inc. Class A (OTEL) for Q1 2018, worth a combined $7.48M — up 9.5% from $6.83M a quarter earlier.

Fund positioning in OTEL was balanced in Q1 2018: 4 funds opened new positions, 4 closed out, 7 added to existing stakes and 5 trimmed.

The largest buyer was Vanguard Group, adding an estimated $533K. The largest seller was Meitav Investment House, exiting entirely with an estimated $824K sold.

  • 22 institutional investors held Otelco, Inc. Class A (OTEL) as of Q1 2018, unchanged from Q4 2017.
  • Funds reported $7.48M of Otelco, Inc. Class A stock for Q1 2018, up 9.5% quarter-over-quarter.
  • 4 funds opened new Otelco, Inc. Class A positions in Q1 2018 and 4 closed out, a net change of 0 holders.
  • The largest Otelco, Inc. Class A buyer in Q1 2018 was Vanguard Group, an estimated $533K added.
  • The largest Otelco, Inc. Class A seller in Q1 2018 was Meitav Investment House, an estimated $824K sold.

Based on aggregated 13F filings for Q1 2018.