AMERICA FIRST TAX EXEMT INV LP
ATAXZ
ATAXZ was delisted on the 30th of June, 2008.
53 hedge funds and large institutions have $30.2M invested in AMERICA FIRST TAX EXEMT INV LP in 2017 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 13 increasing their positions, 13 reducing their positions, and 6 closing their positions.
100% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 6
13% more funds holding
Funds holding: 47 → 53 (+6)
2% more capital invested
Capital invested by funds: $29.6M → $30.2M (+$586K)
0% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
California Public Employees Retirement System
Sacramento,
California
|
+$349K |
| 2 |
Morgan Stanley
New York
|
+$186K |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$179K |
| 4 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
+$172K |
| 5 |
LPL Financial
San Diego,
California
|
+$115K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$683K |
| 2 |
Creative Planning
Overland Park,
Kansas
|
-$338K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$113K |
| 4 |
ICOA
Investment Centers of America
Bismarck,
North Dakota
|
-$103K |
| 5 |
Allianz Asset Management
Munich,
Germany
|
-$91K |
ATAXZ Hedge Fund Activity: Q4 2017 in Review
53 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in AMERICA FIRST TAX EXEMT INV LP (ATAXZ) for Q4 2017, worth a combined $30.2M — up 2% from $29.6M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new ATAXZ positions and 6 closed out — a net gain of 6 holders — while 13 added to existing stakes and 13 trimmed.
The largest buyer was California Public Employees Retirement System, opening a new position worth an estimated $349K. The largest seller was Raymond James & Associates, cutting an estimated $683K.
- 53 institutional investors held AMERICA FIRST TAX EXEMT INV LP (ATAXZ) as of Q4 2017, up from 47 in Q3 2017.
- Funds reported $30.2M of AMERICA FIRST TAX EXEMT INV LP stock for Q4 2017, up 2% quarter-over-quarter.
- 12 funds opened new AMERICA FIRST TAX EXEMT INV LP positions in Q4 2017 and 6 closed out, a net change of +6 holders.
- The largest AMERICA FIRST TAX EXEMT INV LP buyer in Q4 2017 was California Public Employees Retirement System, an estimated $349K added.
- The largest AMERICA FIRST TAX EXEMT INV LP seller in Q4 2017 was Raymond James & Associates, an estimated $683K sold.
Based on aggregated 13F filings for Q4 2017.