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ATAXZ

AMERICA FIRST TAX EXEMT INV LP
ATAXZ

Delisted

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

56 hedge funds and large institutions have $30M invested in AMERICA FIRST TAX EXEMT INV LP in 2018 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 16 increasing their positions, 14 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

14% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 14

4% more funds holding

Funds holding: 5456 (+2)

6% less capital invested

Capital invested by funds: $32M → $30M (-$2M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
56
Holders Change
+2
Holders Change %
+3.7%
% of All Funds
1.25%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
9
Increased
16
Reduced
14
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$159K
JP Morgan Chase
27
JP Morgan Chase
New York
$141K +$25.3K +4,481 +22%
Bank of America
28
Bank of America
North Carolina
$131K
Bank of Montreal
29
Bank of Montreal
Ontario, Canada
$126K
Mariner
30
Mariner
Kansas
$126K +$126K +22,445 New
LTFS
31
Ladenburg Thalmann Financial Services
Florida
$111K -$3.45K -612 -3%
Allianz Asset Management
32
Allianz Asset Management
Germany
$105K
MML Investors Services
33
MML Investors Services
Massachusetts
$88K +$1.91K +340 +2%
Citigroup
34
Citigroup
New York
$84K
SB
35
Suntrust Banks
Georgia
$84K
WS
36
Wedbush Securities
California
$83K +$23.6K +4,207 +40%
AG
37
Advisor Group
Arizona
$81K +$37.3K +6,541 +85%
SIAS
38
Shine Investment Advisory Services
Colorado
$75K -$76K
TYCC
39
Texas Yale Capital Corp
Florida
$74K
BWP
40
Baldwin Wealth Partners
Massachusetts
$70K
BTS
41
BB&T Securities
Virginia
$68K +$68K +12,100 New
Janney Montgomery Scott
42
Janney Montgomery Scott
Pennsylvania
$67K
SWM
43
SeaCrest Wealth Management
New York
$67K
SWP
44
Stratos Wealth Partners
Ohio
$67K +$28.2K +5,000 +72%
NEPWA
45
New England Private Wealth Advisors
Massachusetts
$65K
OC
46
Oppenheimer & Co
New York
$64K -$34K -6,044 -35%
BRWA
47
B. Riley Wealth Advisors
Florida
$59K +$17 +3 +0%
AAM
48
American Asset Management
Florida
$56K
HighTower Advisors
49
HighTower Advisors
Illinois
$56K
IWA
50
Intercontinental Wealth Advisors
Texas
$35K +$35K +6,200 New

ATAXZ Hedge Fund Activity: Q4 2018 in Review

56 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in AMERICA FIRST TAX EXEMT INV LP (ATAXZ) for Q4 2018, worth a combined $30M — down 6.2% from $32M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new ATAXZ positions and 7 closed out — a net gain of 2 holders — while 16 added to existing stakes and 14 trimmed.

The largest buyer was US Bancorp, adding an estimated $1.35M. The largest seller was Anson Funds Management, exiting entirely with an estimated $1.63M sold.

  • 56 institutional investors held AMERICA FIRST TAX EXEMT INV LP (ATAXZ) as of Q4 2018, up from 54 in Q3 2018.
  • Funds reported $30M of AMERICA FIRST TAX EXEMT INV LP stock for Q4 2018, down 6.2% quarter-over-quarter.
  • 9 funds opened new AMERICA FIRST TAX EXEMT INV LP positions in Q4 2018 and 7 closed out, a net change of +2 holders.
  • The largest AMERICA FIRST TAX EXEMT INV LP buyer in Q4 2018 was US Bancorp, an estimated $1.35M added.
  • The largest AMERICA FIRST TAX EXEMT INV LP seller in Q4 2018 was Anson Funds Management, an estimated $1.63M sold.

Based on aggregated 13F filings for Q4 2018.