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ATAXZ

AMERICA FIRST TAX EXEMT INV LP
ATAXZ

Delisted

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

66 hedge funds and large institutions have $39.2M invested in AMERICA FIRST TAX EXEMT INV LP in 2019 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 21 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 6

75% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 12

31% more capital invested

Capital invested by funds: $30M → $39.2M (+$9.19M)

18% more funds holding

Funds holding: 5666 (+10)

Holders
66
Holders Change
+10
Holders Change %
+17.86%
% of All Funds
1.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
21
Reduced
12
Closed
6
Calls
$1K
Puts
Net Calls
+$1K
Net Calls Change
+$1K
Name Holding Trade Value Shares
Change
Change in
Stake
TYCC
26
Texas Yale Capital Corp
Florida
$262K +$172K +24,892 +190%
FCA
27
FLC Capital Advisors
California
$250K +$250K +36,360 New
CG
28
Cutler Group
California
$241K
PAG
29
Private Advisor Group
New Jersey
$200K -$31.4K -4,570 -14%
LTFS
30
Ladenburg Thalmann Financial Services
Florida
$196K +$60.5K +8,798 +45%
BIM
31
Bridges Investment Management
Nebraska
$163K -$42.9K -6,250 -21%
DADC
32
D.A. Davidson & Co
Montana
$156K +$156K +22,735 New
Bank of Montreal
33
Bank of Montreal
Ontario, Canada
$155K
Mariner
34
Mariner
Kansas
$154K
QCIG
35
Quad-Cities Investment Group
Iowa
$154K +$154K +22,450 New
SPC
36
Sigma Planning Corp
Michigan
$153K +$153K +22,323 New
Allianz Asset Management
37
Allianz Asset Management
Germany
$149K +$21.1K +3,070 +17%
JP Morgan Chase
38
JP Morgan Chase
New York
$139K -$32.8K -4,776 -19%
BRWA
39
B. Riley Wealth Advisors
Florida
$117K +$45.5K +6,577 +64%
HIM
40
Hanlon Investment Management
New Jersey
$111K +$111K +16,190 New
MML Investors Services
41
MML Investors Services
Massachusetts
$109K +$2.08K +304 +2%
AG
42
Advisor Group
Arizona
$106K +$7.35K +1,059 +7%
SB
43
Suntrust Banks
Georgia
$103K
AAM
44
American Asset Management
Florida
$96K +$27.4K +4,000 +40%
SIAS
45
Shine Investment Advisory Services
Colorado
$91K -$75K
VF
46
Virtu Financial
New York
$90K +$90K +13,122 New
Carson Wealth (CWM LLC)
47
Carson Wealth (CWM LLC)
Nebraska
$90K +$90K +13,424 New
WS
48
Wedbush Securities
California
$89K -$12.6K -1,827 -12%
BWP
49
Baldwin Wealth Partners
Massachusetts
$86K
Citigroup
50
Citigroup
New York
$84K -$19.3K -2,800 -19%

ATAXZ Hedge Fund Activity: Q1 2019 in Review

66 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in AMERICA FIRST TAX EXEMT INV LP (ATAXZ) for Q1 2019, worth a combined $39.2M — up 31% from $30M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new ATAXZ positions and 6 closed out — a net gain of 10 holders — while 21 added to existing stakes and 12 trimmed.

The largest buyer was Geneos Wealth Management, adding an estimated $868K. The largest seller was UBS Group, cutting an estimated $1.49M.

  • 66 institutional investors held AMERICA FIRST TAX EXEMT INV LP (ATAXZ) as of Q1 2019, up from 56 in Q4 2018.
  • Funds reported $39.2M of AMERICA FIRST TAX EXEMT INV LP stock for Q1 2019, up 31% quarter-over-quarter.
  • 16 funds opened new AMERICA FIRST TAX EXEMT INV LP positions in Q1 2019 and 6 closed out, a net change of +10 holders.
  • The largest AMERICA FIRST TAX EXEMT INV LP buyer in Q1 2019 was Geneos Wealth Management, an estimated $868K added.
  • The largest AMERICA FIRST TAX EXEMT INV LP seller in Q1 2019 was UBS Group, an estimated $1.49M sold.

Based on aggregated 13F filings for Q1 2019.