ATAXZ

AMERICA FIRST TAX EXEMT INV LP
ATAXZ

Overview Fund Activity
Delisted

ATAXZ was delisted on the 30th of June, 2008.

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47 hedge funds and large institutions have $29.3M invested in AMERICA FIRST TAX EXEMT INV LP in 2016 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
47
Holders Change
+5
Holders Change %
+11.9%
% of All Funds
1.26%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
9
Increased
21
Reduced
9
Closed
4
Calls
–
Puts
$1.42M
Net Calls
-$1.42M
Net Calls Change
+$140K

Top Buyers

1
RJA
Raymond James & Associates
Florida
$2.83M
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
$918K
3
Renaissance Technologies
Renaissance Technologies
New York
$1.67M
4
Creative Planning
Creative Planning
Kansas
$479K
5
Morgan Stanley
Morgan Stanley
New York
$4.28M

Top Sellers

1
TC
Talkot Capital
California
$0
2
Deutsche Bank
Deutsche Bank
Germany
$3.35M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$184K
4
Wolverine Trading
Wolverine Trading
Illinois
$0
5
HCM
Highlander Capital Management
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Geode Capital Management
26
Geode Capital Management
Massachusetts
$161K +$794 +135 +0.5%
NFG
27
Next Financial Group
Texas
$150K +$75.7K +12,825 +102%
Bank of America
28
Bank of America
North Carolina
$114K – – –
GCP
29
GSA Capital Partners
United Kingdom
$114K +$114K +19,372 New
Group One Trading
30
Group One Trading
Illinois
$88K -$58.8K -9,981 -40%
AIM
31
Acrospire Investment Management
Illinois
$84K +$84K +14,207 New
BWP
32
Baldwin Wealth Partners
Massachusetts
$74K – – –
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$71K +$71K +12,000 New
LPL Financial
34
LPL Financial
California
$63K +$4.6K +800 +8%
AAM
35
American Asset Management
Florida
$59K +$59K +10,000 New
AG
36
Advisor Group
Arizona
$53K +$6.02K +1,000 +13%
Bank of Montreal
37
Bank of Montreal
Ontario, Canada
$44K – – –
TDC
38
Thompson Davis & Co
Virginia
$28K +$28K +4,667 New
PG
39
PEAK6 Group
Illinois
$14K – – –
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$12K – – –
US Bancorp
41
US Bancorp
Minnesota
$6K – – –
KA
42
Klingman & Associates
New York
$6K – – –
BFEC
43
Benjamin F. Edwards & Company
Missouri
$6K +$6K +1,000 New
ST
44
Spot Trading
Illinois
$5K -$62.2K -11,200 -93%
HIM
45
Hillsdale Investment Management
Ontario, Canada
$3K +$61 +10 +2%
SIC
46
Salem Investment Counselors
North Carolina
$59 +$59 +1,000 New
TC
47
Talkot Capital
California
– -$1.8M -329,000 Closed
Wolverine Trading
48
Wolverine Trading
Illinois
– -$165K -30,466 Closed
HCM
49
Highlander Capital Management
New Jersey
– -$127K -23,185 Closed
NEPWA
50
New England Private Wealth Advisors
Massachusetts
– -$63K -11,500 Closed
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