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OTEL

Otelco, Inc. Class A
OTEL

Delisted

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

21 hedge funds and large institutions have $6.49M invested in Otelco, Inc. Class A in 2018 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 3 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 3

6% more capital invested

Capital invested by funds: $6.12M → $6.49M (+$369K)

13% less funds holding

Funds holding: 2421 (-3)

50% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 4

Holders
21
Holders Change
-3
Holders Change %
-12.5%
% of All Funds
0.47%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
2
Increased
4
Reduced
3
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WS
1
Wedbush Securities
California
$2.07M
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.15M
YAM
3
Yacktman Asset Management
Texas
$550K
RA
4
Raffles Associates
New York
$485K
OP
5
Osmium Partners
California
$454K +$464K +28,100 New
TCM
6
Tradewinds Capital Management
Washington
$371K
RJFSA
7
Raymond James Financial Services Advisors
Florida
$283K +$289K +17,530 New
LSV Asset Management
8
LSV Asset Management
Illinois
$250K +$95.7K +5,800 +60%
Acadian Asset Management
9
Acadian Asset Management
Massachusetts
$243K
Northern Trust
10
Northern Trust
Illinois
$223K
BlackRock
11
BlackRock
New York
$138K -$2.38K -144 -2%
JIR
12
James Investment Research
Ohio
$76K
OSAM
13
O'Shaughnessy Asset Management
Connecticut
$68K -$3.09K -187 -4%
AG
14
Advisor Group
Arizona
$67K -$7.54K -457 -10%
UBS Group
15
UBS Group
Switzerland
$26K +$10.6K +641 +68%
HIM
16
Hillsdale Investment Management
Ontario, Canada
$19K
Federated Hermes
17
Federated Hermes
Pennsylvania
$13K
Morgan Stanley
18
Morgan Stanley
New York
$5K
HNB
19
Huntington National Bank
Ohio
$3K
Wells Fargo
20
Wells Fargo
California
$3K +$2.31K +140 +194%
FHA
21
Flagship Harbor Advisors
Massachusetts
$1K +$330 +20 +31%
Bank of America
22
Bank of America
North Carolina
-$15K -876 Closed
Deutsche Bank
23
Deutsche Bank
Germany
-$8K -452 Closed
Barclays
24
Barclays
United Kingdom
-$1K -49 Closed

OTEL Hedge Fund Activity: Q4 2018 in Review

21 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Otelco, Inc. Class A (OTEL) for Q4 2018, worth a combined $6.49M — up 6% from $6.12M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of OTEL and 2 opened new positions — a net loss of 2 holders — while 3 trimmed existing stakes and 4 added.

The largest buyer was Osmium Partners, opening a new position worth an estimated $464K. The largest seller was Bank of America, exiting entirely with an estimated $15K sold.

  • 21 institutional investors held Otelco, Inc. Class A (OTEL) as of Q4 2018, down from 24 in Q3 2018.
  • Funds reported $6.49M of Otelco, Inc. Class A stock for Q4 2018, up 6% quarter-over-quarter.
  • 2 funds opened new Otelco, Inc. Class A positions in Q4 2018 and 4 closed out, a net change of -2 holders.
  • The largest Otelco, Inc. Class A buyer in Q4 2018 was Osmium Partners, an estimated $464K added.
  • The largest Otelco, Inc. Class A seller in Q4 2018 was Bank of America, an estimated $15K sold.

Based on aggregated 13F filings for Q4 2018.