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ATAXZ

AMERICA FIRST TAX EXEMT INV LP
ATAXZ

Delisted

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

48 hedge funds and large institutions have $28.7M invested in AMERICA FIRST TAX EXEMT INV LP in 2017 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 11 increasing their positions, 14 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 2

12% more funds holding

Funds holding: 4348 (+5)

5% more capital invested

Capital invested by funds: $27.3M → $28.7M (+$1.36M)

21% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 14

Holders
48
Holders Change
+5
Holders Change %
+11.63%
% of All Funds
1.2%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
11
Reduced
14
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OC
26
Oppenheimer & Co
New York
$103K +$1.24K +208 +1%
Allianz Asset Management
27
Allianz Asset Management
Germany
$91K -$24.2K -4,065 -21%
SIAS
28
Shine Investment Advisory Services
Colorado
$79K -$74K -13,273 Closed
TYCC
29
Texas Yale Capital Corp
Florida
$78K
HighTower Advisors
30
HighTower Advisors
Illinois
$75K +$75K +12,500 New
BWP
31
Baldwin Wealth Partners
Massachusetts
$74K
DADC
32
D.A. Davidson & Co
Montana
$74K +$74K +12,500 New
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$71K
NEPWA
34
New England Private Wealth Advisors
Massachusetts
$68K
FNBOO
35
First National Bank of Omaha
Nebraska
$67K
GCP
36
GSA Capital Partners
United Kingdom
$60K -$4.14K -700 -6%
AAM
37
American Asset Management
Florida
$60K
LTFS
38
Ladenburg Thalmann Financial Services
Florida
$53K -$53.4K -8,950 -50%
AG
39
Advisor Group
Arizona
$52K -$1.8K -300 -3%
Bank of Montreal
40
Bank of Montreal
Ontario, Canada
$45K
AIM
41
Acrospire Investment Management
Illinois
$37K +$29.2K +4,944 +375%
SEI Investments
42
SEI Investments
Pennsylvania
$25K +$25K +4,200 New
BFEC
43
Benjamin F. Edwards & Company
Missouri
$6K
SIC
44
Salem Investment Counselors
North Carolina
$6K +$6K +1,000 New
US Bancorp
45
US Bancorp
Minnesota
$3K
HIM
46
Hillsdale Investment Management
Ontario, Canada
$1K
FMII
47
Farmers & Merchants Investments Inc
Nebraska
$1K +$1K +100 New
IWM
48
IHT Wealth Management
Illinois
$4 +$4 +6,728 New
PG
49
PEAK6 Group
Illinois
-$32K -5,800 Closed

ATAXZ Hedge Fund Activity: Q2 2017 in Review

48 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in AMERICA FIRST TAX EXEMT INV LP (ATAXZ) for Q2 2017, worth a combined $28.7M — up 5% from $27.3M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new ATAXZ positions and 2 closed out — a net gain of 6 holders — while 11 added to existing stakes and 14 trimmed.

The largest buyer was Girard Partners, opening a new position worth an estimated $351K. The largest seller was Deutsche Bank, cutting an estimated $706K.

  • 48 institutional investors held AMERICA FIRST TAX EXEMT INV LP (ATAXZ) as of Q2 2017, up from 43 in Q1 2017.
  • Funds reported $28.7M of AMERICA FIRST TAX EXEMT INV LP stock for Q2 2017, up 5% quarter-over-quarter.
  • 8 funds opened new AMERICA FIRST TAX EXEMT INV LP positions in Q2 2017 and 2 closed out, a net change of +6 holders.
  • The largest AMERICA FIRST TAX EXEMT INV LP buyer in Q2 2017 was Girard Partners, an estimated $351K added.
  • The largest AMERICA FIRST TAX EXEMT INV LP seller in Q2 2017 was Deutsche Bank, an estimated $706K sold.

Based on aggregated 13F filings for Q2 2017.