AMERICA FIRST TAX EXEMT INV LP
ATAXZ
ATAXZ was delisted on the 30th of June, 2008.
37 hedge funds and large institutions have $23.6M invested in AMERICA FIRST TAX EXEMT INV LP in 2013 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 9 reducing their positions, and 2 closing their positions.
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
3% more funds holding
Funds holding: 36 → 37 (+1)
1% more capital invested
Capital invested by funds: $23.4M → $23.6M (+$266K)
0% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 9
27% less call options, than puts
Call options by funds: $27K | Put options by funds: $37K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$750K |
| 2 |
Wells Fargo
San Francisco,
California
|
+$421K |
| 3 |
FAAS
First Allied Advisory Services
San Diego,
California
|
+$143K |
| 4 |
Northern Trust
Chicago,
Illinois
|
+$137K |
| 5 |
AFIA
America First Investment Advisors
Omaha,
Nebraska
|
+$95.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Renaissance Technologies
New York
|
-$564K |
| 2 |
PFMOSF
Philadelphia Financial Management of San Francisco
San Francisco,
California
|
-$546K |
| 3 |
DLG
Daniel L. Goodwin
|
-$304K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$182K |
| 5 |
OC
Oppenheimer & Co
New York
|
-$147K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Ameriprise
Minneapolis,
Minnesota
| $47K | +$42.9K | +6,321 | +1,054% |
|
|
S
27
SignatureFD
Atlanta,
Georgia
| $23K | – | – | – |
|
28
Group One Trading
Chicago,
Illinois
| $20K | +$2.05K | +300 | +11% |
|
29
Creative Planning
Overland Park,
Kansas
| $15K | -$4.93K | -746 | -25% |
|
|
RIA
30
Regal Investment Advisors
Kentwood,
Michigan
| $15K | -$3.25K | -462 | -18% |
|
|
HNB
31
Huntington National Bank
Columbus,
Ohio
| $14K | – | – | – |
|
32
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $14K | – | – | – |
|
|
U
33
UBS
Zurich,
Switzerland
| $10K | – | – | – |
|
|
LFR
34
Lehman Financial Resources
Media,
Pennsylvania
| $7K | – | – | – |
|
|
TRCT
35
Tower Research Capital (TRC)
New York
| $7K | – | – | – |
|
36
US Bancorp
Minneapolis,
Minnesota
| $7K | – | – | – |
|
|
1IC
37
1919 Investment Counsel
Baltimore,
Maryland
| $2K | – | – | – |
|
|
DLG
38
Daniel L. Goodwin
| – | -$304K | -45,000 | Closed |
|
39
Comerica Bank
Dallas,
Texas
| – | -$68K | -10,000 | Closed |
|
ATAXZ Hedge Fund Activity: Q3 2013 in Review
37 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in AMERICA FIRST TAX EXEMT INV LP (ATAXZ) for Q3 2013, worth a combined $23.6M — up 1.1% from $23.4M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new ATAXZ positions and 2 closed out — a net gain of 1 holder — while 9 added to existing stakes and 9 trimmed.
The largest buyer was Deutsche Bank, adding an estimated $750K. The largest seller was Renaissance Technologies, cutting an estimated $564K.
- 37 institutional investors held AMERICA FIRST TAX EXEMT INV LP (ATAXZ) as of Q3 2013, up from 36 in Q2 2013.
- Funds reported $23.6M of AMERICA FIRST TAX EXEMT INV LP stock for Q3 2013, up 1.1% quarter-over-quarter.
- 3 funds opened new AMERICA FIRST TAX EXEMT INV LP positions in Q3 2013 and 2 closed out, a net change of +1 holder.
- The largest AMERICA FIRST TAX EXEMT INV LP buyer in Q3 2013 was Deutsche Bank, an estimated $750K added.
- The largest AMERICA FIRST TAX EXEMT INV LP seller in Q3 2013 was Renaissance Technologies, an estimated $564K sold.
Based on aggregated 13F filings for Q3 2013.